Create Affiliate Lead with Relavate 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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Create Affiliate Lead with the Relavate API

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Getting Started#

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

Select this integration
Configure the New Chat Message trigger
1. Connect your Microsoft Teams account
2. Configure Polling interval
3. Select a Chat
Configure the Create Affiliate Lead action
1. Connect your Relavate account
2. Select a Campaign ID
3. Select a Status
4. Configure Client
Deploy the workflow
Send a test event to validate your setup
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#

New Chat Message on Microsoft Teams

Description:Emit new event when a new message is received in a chat

Version:0.0.7

Key:microsoft_teams-new-chat-message

View on GitHub

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.

Label	Prop	Type	Description
Microsoft Teams	`microsoftTeams`	`app`	This component uses the Microsoft Teams app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the YouTube API on this schedule
Chat	`chat`	`string`	Select 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#

Create Affiliate Lead on Relavate

Description:This component enables you to create a new affiliate lead for marketing. [See the documentation](https://api.relavate.co/#2a307851-9d54-42ea-9f54-3fb600b152a5)

Version:0.0.1

Key:relavate-create-affiliate-lead

View on GitHub

Relavate Overview#

The Relavate API provides tools for managing customer relations and sales efforts, enabling users to automate and optimize their CRM activities. With capabilities for managing contacts, companies, deals, and tasks, the API can serve as a backbone for CRM automation, enhancing customer interaction and business processes efficiency. On Pipedream, you can leverage these functionalities to create advanced workflows, integrate with other apps, and automate tasks based on events from the Relavate system or external triggers.

Action Code#

import relavate from "../../relavate.app.mjs";

export default {
  key: "relavate-create-affiliate-lead",
  name: "Create Affiliate Lead",
  description: "This component enables you to create a new affiliate lead for marketing. [See the documentation](https://api.relavate.co/#2a307851-9d54-42ea-9f54-3fb600b152a5)",
  version: "0.0.1",
  type: "action",
  props: {
    relavate,
    campaignId: {
      propDefinition: [
        relavate,
        "campaignId",
      ],
      reloadProps: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "The status of the lead being created",
      options: [
        "Pending",
        "Won",
      ],
    },
    client: {
      type: "string",
      label: "Client",
      description: "The company or name of the client",
    },
  },
  async additionalProps() {
    const props = {};
    const partnerType = this.relavate.getPartnerType();
    if (partnerType === "partner") {
      props.vendorId = {
        type: "string",
        label: "Vendor ID",
        description: "The ID of the vendor",
        options: async () => await this.getVendorIdPropOptions(),
      };
    }
    if (partnerType === "vendor") {
      props.partnerId = {
        type: "string",
        label: "Partner ID",
        description: "The ID of the partner",
        options: async () => await this.getPartnerIdPropOptions(),
      };
    }
    return props;
  },
  methods: {
    async getVendorIdPropOptions() {
      const vendors = await this.relavate.listVendors();
      const vendorIds = vendors?.map(({ vendorID }) => vendorID );
      const options = [];
      for (const vendorId of vendorIds) {
        const { name } = await this.relavate.getVendor({
          vendorId,
        });
        options.push({
          value: vendorId,
          label: name,
        });
      }
      return options;
    },
    async getPartnerIdPropOptions() {
      const partners = await this.relavate.listPartners();
      const partnerIds = partners?.map(({ partnerID }) => partnerID );
      const options = [];
      for (const partnerId of partnerIds) {
        const { name } = await this.relavate.getPartner({
          partnerId,
        });
        options.push({
          value: partnerId,
          label: name,
        });
      }
      return options;
    },
  },
  async run({ $ }) {
    const response = await this.relavate.createAffiliateLead({
      $,
      params: {
        campaignID: this.campaignId,
        client: this.client,
        status: this.status,
        vendorID: this.vendorId,
        partnerID: this.partnerId,
      },
    });
    $.export("$summary", `Created affiliate lead with ID: ${response.id}`);
    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.

Label	Prop	Type	Description
Relavate	`relavate`	`app`	This component uses the Relavate app.
Campaign ID	`campaignId`	`string`	Select a value from the drop down menu.
Status	`status`	`string`	Select a value from the drop down menu:`PendingWon`
Client	`client`	`string`	The company or name of the client

Action Authentication#

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

To retrieve your API Key, API Secret, and Partner Type,

Navigate to your Relavate account and sign in
Click the user dropdown on the top right.
Go to “Account” > “Organisation ”> “API”

Create Affiliate Lead with Relavate API on New Chat Message from Microsoft Teams API

Pipedream makes it easy to connect APIs for Relavate, Microsoft Teams and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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