Send Message with Discord API on New Contact Created from OnePageCRM API

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Trigger workflow on

New Contact Created from the OnePageCRM API

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Send Message with the Discord API

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Getting Started#

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

Select this integration
Configure the New Contact Created trigger
1. Connect your OnePageCRM account
2. Configure Polling interval
Configure the Send Message action
1. Connect your Discord account
2. Configure channel
3. Configure Message
4. Optional- Configure Thread ID
5. Optional- Configure Username
6. Optional- Configure Avatar URL
7. Optional- Configure Include link to workflow
8. Optional- Configure Suppress notifications
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 Contact Created on OnePageCRM

Description:Emit new event each time a new contact is created in OnePageCRM.

Version:0.0.1

Key:onepagecrm-new-contact-created

View on GitHub

OnePageCRM Overview#

The OnePageCRM API enables interaction with your OnePageCRM account, automating your contact and sales management. With it, you can create, update, and delete contacts, deals, and notes, or trigger actions based on sales activities. When combined with Pipedream's serverless platform, this API allows you to connect OnePageCRM with hundreds of other apps to streamline your sales process, enhance lead generation, and improve follow-ups.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "onepagecrm-new-contact-created",
  name: "New Contact Created",
  description: "Emit new event each time a new contact is created in OnePageCRM.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getField() {
      return "contact";
    },
    getFilterField() {
      return "created_at";
    },
    getFunction() {
      return this.onepagecrm.listContacts;
    },
    getParams() {
      return {
        sort_by: "created_at",
        order: "desc",
      };
    },
    getSummary(item) {
      return `A new contact with ID: ${item.id} was successfully created!`;
    },
  },
  sampleEmit,
};

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
OnePageCRM	`onepagecrm`	`app`	This component uses the OnePageCRM 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 OnePageCRM on this schedule

Trigger Authentication#

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

To retrieve your User ID and API Key,

Navigate to your Onepage account and sign in
Click the User menu on the top right
Go to “Apps and Integrations” > “Utilities” > “API”
Open the “Configuration” tab

About OnePageCRM#

#1 action-focused CRM software for small business. We help bring action and focus to the chaotic world of sales.

Action#

Send Message on Discord

Description:Send a simple message to a Discord channel

Version:1.0.2

Key:discord-send-message

View on GitHub

Discord Overview#

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Action Code#

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

export default {
  ...common,
  key: "discord-send-message",
  name: "Send Message",
  description: "Send a simple message to a Discord channel",
  version: "1.0.2",
  type: "action",
  async run({ $ }) {
    const {
      message,
      avatarURL,
      threadID,
      username,
      includeSentViaPipedream,
      suppressNotifications,
    } = this;
    try {
      const resp = await this.discord.sendMessage(this.channel, {
        avatar_url: avatarURL,
        username,
        flags: this.getMessageFlags(suppressNotifications),
        content: includeSentViaPipedream
          ? this.appendPipedreamText(message)
          : message,
      }, {
        thread_id: threadID,
      });
      $.export("$summary", "Message sent successfully");
      return resp || {
        success: true,
      };
    } catch (err) {
      console.log(err);
      const unsentMessage = this.getUserInputProps();
      $.export("unsent", unsentMessage);
      throw err;
    }
  },
};

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
Discord	`discord`	`app`	This component uses the Discord app.
channel	`channel`	`$.discord.channel`
Message	`message`	`string`	Enter a simple message up to 2000 characters. This is the most commonly used field. However, it's optional if you pass embed content.
Thread ID	`threadID`	`string`	If provided, the message will be posted to this thread
Username	`username`	`string`	Overrides the current username of the webhook
Avatar URL	`avatarURL`	`string`	If used, it overrides the default avatar of the webhook. Note: Consecutive posts by the same username within 10 minutes of each other will not display updated avatar.
Include link to workflow	`includeSentViaPipedream`	`boolean`	Defaults to `true`, includes a link to this workflow at the end of your Discord message.
Suppress notifications	`suppressNotifications`	`boolean`	Defaults to `false`, sends the message as silent, triggers no notifications to clients.

Action Authentication#

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

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

botemailidentifyguilds

Send Message with Discord API on New Contact Created from OnePageCRM API

Pipedream makes it easy to connect APIs for Discord, OnePageCRM 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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