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.

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Popular Pipeliner CRM and Slack Triggers#

New Message In Channels (Instant) from the Slack API

Emit new event when a new message is posted to one or more channels

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New Channel Created (Instant) from the Slack API

Emit new event when a new channel is created.

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New Direct Message (Instant) from the Slack API

Emit new event when a message was posted in a direct message channel

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New Interaction Events (Instant) from the Slack API

Emit new events on new Slack interactivity events sourced from Block Kit interactive elements, Slash commands, or Shortcuts.

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New Keyword Mention (Instant) from the Slack API

Emit new event when a specific keyword is mentioned in a channel

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Popular Pipeliner CRM and Slack Actions#

Send Message to Channel with the Slack API

Send a message to a public or private channel. See the documentation

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Build and Send a Block Kit Message with the Slack API

Configure custom blocks and send to a channel, group, or user. See the documentation.

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Reply to a Message Thread with the Slack API

Send a message as a threaded reply. See postMessage or scheduleMessage docs here

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Send Message to User or Group with the Slack API

Send a message to a user or group. See the documentation

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Add Emoji Reaction with the Slack API

Add an emoji reaction to a message. See the documentation

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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. Once 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}`,
      },
    })
  },
})

Community Posts#

Airtable Webhooks with Slack + Pipedream

We love Airtable here at Pipedream. But Airtable lacks one killer feature — webhooks. We took advantage of Airtable’s Slack notifications and built a way to send webhooks to an HTTP endpoint every time a record is created or updated in a base. It takes 10 minutes to setup and it’s free.

Start for free — no credit card required

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