← Microsoft Teams + Agile CRM integrations

Add Score to Contact with Agile CRM API on New Chat Message from Microsoft Teams API

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Trigger workflow on
New Chat Message from the Microsoft Teams API
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Add Score to Contact with the Agile CRM API
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Getting Started

This integration creates a workflow with a Microsoft Teams trigger and Agile CRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Chat Message trigger
    1. Connect your Microsoft Teams account
    2. Configure Polling interval
    3. Select a Chat
  3. Configure the Add Score to Contact action
    1. Connect your Agile CRM account
    2. Select a Contact
    3. Configure Score
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new event when a new message is received in a chat
Version:0.0.7
Key:microsoft_teams-new-chat-message

Microsoft Teams Overview

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Trigger Code

import base from "../common/base.mjs";

export default {
  ...base,
  key: "microsoft_teams-new-chat-message",
  name: "New Chat Message",
  description: "Emit new event when a new message is received in a chat",
  version: "0.0.7",
  type: "source",
  dedupe: "unique",
  props: {
    ...base.props,
    chat: {
      propDefinition: [
        base.props.microsoftTeams,
        "chat",
      ],
    },
  },
  methods: {
    ...base.methods,
    async getResources(lastCreated) {
      return this.getNewPaginatedResources(
        this.microsoftTeams.listChatMessages,
        {
          chatId: this.chat,
        },
        lastCreated,
      );
    },
    generateMeta(message) {
      return {
        id: message.id,
        summary: `New Message ${message.id}`,
        ts: Date.parse(message.createdDateTime),
      };
    },
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
Microsoft TeamsmicrosoftTeamsappThis component uses the Microsoft Teams app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling intervaltimer$.interface.timer

Pipedream will poll the YouTube API on this schedule

ChatchatstringSelect a value from the drop down menu.

Trigger Authentication

Microsoft Teams uses OAuth authentication. When you connect your Microsoft Teams account, Pipedream will open a popup window where you can sign into Microsoft Teams and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Microsoft Teams API.

Pipedream requests the following authorization scopes when you connect your account:

User.Reademailoffline_accessopenidprofileChat.ReadChat.ReadWriteChatMessage.SendChannel.ReadBasic.AllChannelMessage.SendTeam.ReadBasic.AllSchedule.Read.All

About Microsoft Teams

Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Action

Description:Used to change the score of a contact. [See the documentation](https://github.com/agilecrm/rest-api#15-update-lead-score-by-id)
Version:0.0.1
Key:agile_crm-add-score-to-contact

Agile CRM Overview

The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.

Action Code

import agileCrm from "../../agile_crm.app.mjs";

export default {
  key: "agile_crm-add-score-to-contact",
  name: "Add Score to Contact",
  description: "Used to change the score of a contact. [See the documentation](https://github.com/agilecrm/rest-api#15-update-lead-score-by-id)",
  version: "0.0.1",
  type: "action",
  props: {
    agileCrm,
    contact: {
      propDefinition: [
        agileCrm,
        "contact",
      ],
    },
    score: {
      propDefinition: [
        agileCrm,
        "score",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.agileCrm.addScoreToContact({
      data: {
        id: this.contact,
        lead_score: this.score,
      },
      $,
    });

    if (response) {
      $.export("$summary", `Successfully updated score of contact with ID ${this.contact}`);
    }

    return response;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
Agile CRMagileCrmappThis component uses the Agile CRM app.
ContactcontactstringSelect a value from the drop down menu.
Scorescoreinteger

Amount to add to contact score. If you want to decrease the existing score, then use negative values for the score parameter.

Action Authentication

Agile CRM uses API keys for authentication. When you connect your Agile CRM account, Pipedream securely stores the keys so you can easily authenticate to Agile CRM APIs in both code and no-code steps.

  • You may access the API Key from Admin Settings -> API & Analytics -> API Key.
  • Your username is the email address you use to log into Agile CRM.
  • If your Agile CRM URL is https://12345678.agilecrm.com/, your domain is 12345678.

About Agile CRM

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

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