Ontraport
Ontraport is a unified and all-in-one CRM and marketing automation platform designed to help manage your entire marketing workflow, from bringing in new visitors all the way to making sure they feel welcome as customers.
Integrate the Ontraport API with the Slack API
Setup the Ontraport API trigger to run a workflow which integrates with the Slack API. Pipedream's integration platform allows you to integrate Ontraport and Slack remarkably fast. Free for developers.
Popular Ways to Connect Ontraport with Slack#
Popular Ontraport and Slack Triggers#
Emit new event when a new contact is created. See the docs.
Emit new event when a new message is posted to one or more channels
Emit new event when a new form is submitted. See the docs.
Emit new event when a product is purchased. See the docs.
Popular Ontraport and Slack Actions#
Send a message to a public channel and customize the name and avatar of the bot that posts the message. See postMessage or scheduleMessage docs here
Send a message to a private channel and customize the name and avatar of the bot that posts the message. See postMessage or scheduleMessage docs here
Send a direct message to a single user. See postMessage or scheduleMessage docs here
Send a message using Slack's Block Kit UI framework to a channel, group or user. See postMessage or scheduleMessage docs here
Send a message as a threaded reply. See postMessage or scheduleMessage docs here
Overview of Ontraport#
The Ontraport API enables developers to create powerful applications by
integrating Ontraport’s suite of CRM and marketing automation tools. It allows
developers to access information and control most aspects of the Ontraport
platform, such as contacts, campaigns, products, orders, and more. With the
power of the Ontraport API, developers can create applications that can:
- Automate contact and customer segmentation
- Create email marketing campaigns and send automated emails
- Generate custom reports
- Update customer information
- Create and manage accounts, users, and access
- Capture leads and process payments
- Track customer interactions
- Monitor leads and sales funnels
Examples of Applications You Can Build Using the Ontraport API:
- Customer Relationship Management (CRM) solutions
- Online marketing solutions
- eCommerce solutions
- Lead generation solutions
- Automated sales tracking solutions
- Email marketing solutions
- Affiliate management solutions
- Reporting solutions
Connect Ontraport#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
ontraport: {
type: "app",
app: "ontraport",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.ontraport.com/1/Contacts`,
headers: {
"Api-Key": `${this.ontraport.$auth.api_key}`,
"Api-Appid": `${this.ontraport.$auth.api_appid}`,
},
})
},
})
Overview of Slack#
The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. When you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions, or write your own code against the Slack API.
The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It just makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.
Here are some examples of automations you can build with Pipedream on Slack:
- Automate posting updates to your team channel
- Create a bot to answer common questions
- Integrate with your existing tools and services
- Build a custom dashboard to track your team's progress
- Create a bot to handle scheduling and meeting requests
- And much more!
Should I use the Slack or Slack Bot app on Pipedream?
The Slack app is the easiest and most convienent option to get started. It installs the official Pipedream bot into your Slack workspace with just a few clicks.
However, if you'd like to use your own bot registered with the Slack API, you can use the Slack Bot app instead.
The Slack Bot requires a bot token to allow your Pipedream workflows to authenticate as your bot. The extra set up steps allow you to list your custom bot on the Slack Marketplace, or install the bot on other workspaces as your bot's name instead of as Pipedream.
Getting Started
You can install the Pipedream Slack app in the Accounts section of your account, or directly in a workflow
Accounts
- Visit https://pipedream.com/accounts.
- Click on the Click Here To Connect An App button in the top-right.
- Search for "Slack" among the list of apps, and select it.
- This will open a new window asking you to allow Pipedream access to your Slack workspace. Choose the right workspace where you'd like to install the app, then click Allow.
- That's it! You can now use this Slack account in any actions, or link it to any code step.
Within a workflow
- Create a new workflow.
- Select your trigger (HTTP, Cron, etc.).
- Click on the + button below the trigger step, and search for "Slack".
- Select the Send a Message action.
- Click the Connect Account button near the top of the step. This will prompt you to select any existing Slack accounts you've previously authenticated with Pipedream, or you can select a New account. Clicking New opens a new window asking you to allow Pipedream access to your Slack workspace. Choose the right workspace where you'd like to install the app, then click Allow.
- That's it! You can now connect to the Slack API using any of the Slack actions within a Pipedream workflow.
Troubleshooting
Please reach out to the Pipedream team with any technical issues or questions about the Slack integration. We're happy to help!
Connect Slack#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
slack: {
type: "app",
app: "slack",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://slack.com/api/users.profile.get`,
headers: {
Authorization: `Bearer ${this.slack.$auth.oauth_access_token}`,
},
})
},
})
Related Videos#
Community Posts#
