← Pipedrive + Discord Webhook integrations

Send Message (Advanced) with Discord Webhook API on New Deal from Pipedrive API

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New Deal from the Pipedrive API
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Send Message (Advanced) with the Discord Webhook API
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Getting Started

This integration creates a workflow with a Pipedrive trigger and Discord Webhook 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 Deal trigger
    1. Connect your Pipedrive account
    2. Configure Polling schedule
  3. Configure the Send Message (Advanced) action
    1. Connect your Discord Webhook account
    2. Optional- Configure Message
    3. Optional- Configure Thread ID
    4. Optional- Configure Username
    5. Optional- Configure Avatar URL
    6. Optional- Configure Include link to workflow
    7. Optional- Configure Embeds
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, open source 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 deal is created.
Version:0.0.4
Key:pipedrive-new-deal

Trigger Code

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

export default {
  ...common,
  key: "pipedrive-new-deal",
  name: "New Deal",
  description: "Emit new event when a new deal is created.",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getFieldsFn() {
      return this.app.getDealFields;
    },
    getResourceFn() {
      return this.app.getDeals;
    },
    getResourceFnArgs() {
      return {
        filter_id: this.getFilterId(),
        sort: `${this.getFieldKey()} DESC, id DESC`,
      };
    },
    getFieldKey() {
      return constants.FIELD.ADD_TIME;
    },
    getEventObject() {
      return constants.EVENT_OBJECT.DEAL;
    },
    getEventAction() {
      return constants.EVENT_ACTION.ADDED;
    },
    getTimestamp(resource) {
      return Date.parse(resource.add_time);
    },
    getFilterArgs({
      fieldId, value = "3_months_ago",
    } = {}) {
      return {
        type: constants.FILTER_TYPE.DEALS,
        name: "Pipedream: Deals created later than specific value",
        conditions: this.getConditions({
          fieldId,
          value,
        }),
      };
    },
  },
};

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
PipedriveappappThis component uses the Pipedrive app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between component invocations.
Polling scheduletimer$.interface.timer

How often to poll the Pipedrive API

Trigger Authentication

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

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

About Pipedrive

Sales CRM & Pipeline Management Software

Action

Description:Send a simple or structured message (using embeds) to a Discord channel
Version:0.3.1
Key:discord_webhook-send-message-advanced

Discord Webhook Overview

With Discord's Webhook API, you can create applications that send messages to
Discord channels automatically. For example, you could create a bot that sends
a message to a channel every time a new blog post is published, or a message to
a channel when someone joins your Discord server.

Here are some ideas for what you could build using the Discord Webhook API:

  • A bot that sends a message to a channel when a new blog post is published
  • A bot that sends a message to a channel when someone joins your Discord
    server
  • A bot that sends a message to a channel when a new product is added to your
    online store

Action Code

import common from "../send-message-common.mjs";

export default {
  ...common,
  key: "discord_webhook-send-message-advanced",
  name: "Send Message (Advanced)",
  description: "Send a simple or structured message (using embeds) to a Discord channel",
  version: "0.3.1",
  type: "action",
  props: {
    ...common.props,
    message: {
      propDefinition: [
        common.props.discordWebhook,
        "message",
      ],
      optional: true,
    },
    embeds: {
      propDefinition: [
        common.props.discordWebhook,
        "embeds",
      ],
    },
  },
  async run({ $ }) {
    const {
      message,
      avatarURL,
      threadID,
      username,
      includeSentViaPipedream,
      embeds,
    } = this;

    if (!message && !embeds) {
      throw new Error("This action requires at least 1 message OR embeds object. Please enter one or the other above.");
    }

    try {
      // No interesting data is returned from Discord
      await this.discordWebhook.sendMessage({
        avatarURL,
        threadID,
        username,
        embeds,
        content: includeSentViaPipedream
          ? this.appendPipedreamText(message ?? "")
          : message,
      });
      $.export("$summary", "Message sent successfully");
    } catch (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.

LabelPropTypeDescription
Discord WebhookdiscordWebhookappThis component uses the Discord Webhook app.
Messagemessagestring

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 IDthreadIDstring

If provided, the message will be posted to this thread

Usernameusernamestring

Overrides the current username of the webhook

Avatar URLavatarURLstring

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 workflowincludeSentViaPipedreamboolean

Defaults to true, includes a link to this workflow at the end of your Discord message.

Embedsembedsany

Optionally pass an array of embed objects. E.g., {{ [{"description":"Use markdown including *Italic* **bold** __underline__ ~~strikeout~~ [hyperlink](https://google.com) `code`"}] }}. To pass data from another step, enter a reference using double curly brackets (e.g., {{steps.mydata.$return_value}}).
Tip: Construct the embeds array in a Node.js code step, return it, and then pass the return value to this step.

Action Authentication

Discord Webhook uses OAuth authentication. When you connect your Discord Webhook account, Pipedream will open a popup window where you can sign into Discord Webhook 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 Webhook API.

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

webhook.incomingemailidentify

About Discord Webhook

Use this app to send messages to a channel using Discord's incoming webhooks

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