Pipeliner CRM
Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting.
Integrate the Pipeliner CRM API with the Slack API
Setup the Pipeliner CRM API trigger to run a workflow which integrates with the Slack API. Pipedream's integration platform allows you to integrate Pipeliner CRM and Slack remarkably fast. Free for developers.
Popular Pipeliner CRM and Slack Triggers#
Emit new event when a new message is posted to one or more channels
Emit new event when a message was posted in a direct message channel
Emit new events on new Slack interactivity events sourced from Block Kit interactive elements, Slash commands, or Shortcuts.
Emit new event when a username or specific keyword is mentioned in a channel
Popular Pipeliner CRM 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
Configure custom blocks and send to a channel, group, or user. See Slack's docs for more info.
Send a message as a threaded reply. See postMessage or scheduleMessage docs here
Overview of Pipeliner CRM#
The Pipeliner CRM API unlocks a world of possibilities for managing sales pipelines and customer relationships. With Pipedream's serverless integration platform, you can automate routine tasks, sync data across different systems, and trigger bespoke workflows. You can create new leads, update opportunities, fetch account details, and more. By leveraging Pipedream's capabilities, you can seamlessly connect Pipeliner CRM with numerous other apps and services to streamline sales processes, enhance customer engagement, and drive efficiency.
Connect Pipeliner CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipeliner_crm: {
type: "app",
app: "pipeliner_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.pipeliner_crm.$auth.region}.pipelinersales.com/api/v100/rest/spaces/${this.pipeliner_crm.$auth.space_id}/entities/Clients`,
auth: {
username: `${this.pipeliner_crm.$auth.username}`,
password: `${this.pipeliner_crm.$auth.password}`,
},
})
},
})
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 makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.
- Automate posting updates to your team channels
- Create a bot to answer common questions
- Integrate with your existing tools and services
- And much more!
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}`,
},
})
},
})
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