Send Message To Contact with Intercom API on New Opportunity from Satuit API

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Trigger workflow on

New Opportunity from the Satuit API

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Send Message To Contact with the Intercom API

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Getting Started#

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

Select this integration
Configure the New Opportunity trigger
1. Connect your Satuit account
2. Configure Polling Schedule
Configure the Send Message To Contact action
1. Connect your Intercom account
2. Select a Message Type
3. Configure Subject
4. Configure Body
5. Select a Template
6. Select a From ID
7. Select a To Type
8. Select a To ID
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 Opportunity on Satuit

Description:Emit new event when a new opportunity is created in Satuit. [See the documentation](https://satuittechnologies.zendesk.com/hc/en-us/articles/360055725213-Satuit-REST-API-Postman-Documentation)

Version:0.0.1

Key:satuit-new-opportunity

View on GitHub

Satuit Overview#

The Satuit API enables seamless integration of asset management and CRM functionalities into various business processes. With it, you can automate tasks such as data synchronization, report generation, and client management. Pipedream, with its serverless execution model, allows you to connect Satuit to hundreds of other apps to create powerful workflows without managing any infrastructure. You could, for instance, trigger a workflow with a new database entry, process the data within Pipedream, and then use the Satuit API to update customer records or create tasks for follow-ups.

Trigger Code#

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

export default {
  ...common,
  key: "satuit-new-opportunity",
  name: "New Opportunity",
  description: "Emit new event when a new opportunity is created in Satuit. [See the documentation](https://satuittechnologies.zendesk.com/hc/en-us/articles/360055725213-Satuit-REST-API-Postman-Documentation)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getFieldId() {
      return "pproduct.iprodkey";
    },
    getResourceName() {
      return "Result";
    },
    getResourcesFn() {
      return this.app.getOpportunity;
    },
    getResourcesFnArgs() {
      return {
        params: {
          pagesize: constants.DEFAULT_LIMIT,
          orderby: encodeURIComponent(
            JSON.stringify({
              [this.getFieldId()]: "desc",
            }),
          ),
        },
      };
    },
    generateMeta(resource) {
      const {
        [this.getFieldId()]: id,
        ["pproduct.dcreated"]: createdAt,
      } = resource;
      return {
        id,
        summary: `New Opportunity: ${id}`,
        ts: Date.parse(createdAt),
      };
    },
  },
};

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
Satuit	`app`	`app`	This component uses the Satuit app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Schedule	`timer`	`$.interface.timer`	How often to poll the API

Trigger Authentication#

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

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

About Satuit#

SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments.

Action#

Send Message To Contact on Intercom

Description:Send a message to a contact in Intercom. [See the documentation](https://developers.intercom.com/docs/references/rest-api/api.intercom.io/messages/createmessage).

Version:0.0.1

Key:intercom-send-message-to-contact

View on GitHub

Intercom Overview#

The Intercom API offers rich capabilities for enhancing customer communication and support workflows. By leveraging this API on Pipedream, you can automate tasks, sync customer data across platforms, and create personalized interactions. Whether you are managing user segments, sending targeted messages, or updating customer profiles, the Intercom API's robust set of endpoints allows for intricate and useful automations within your business processes.

Action Code#

import intercom from "../../intercom.app.mjs";

export default {
  key: "intercom-send-message-to-contact",
  name: "Send Message To Contact",
  description: "Send a message to a contact in Intercom. [See the documentation](https://developers.intercom.com/docs/references/rest-api/api.intercom.io/messages/createmessage).",
  version: "0.0.1",
  type: "action",
  props: {
    intercom,
    messageType: {
      type: "string",
      label: "Message Type",
      description: "The kind of message being created.",
      options: [
        "in_app",
        "email",
      ],
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "The title of the email.",
    },
    body: {
      description: "The content of the message. HTML and plaintext are supported.",
      propDefinition: [
        intercom,
        "body",
      ],
    },
    template: {
      type: "string",
      label: "Template",
      description: "The style of the outgoing message.",
      options: [
        "plain",
        "personal",
      ],
    },
    fromId: {
      type: "string",
      label: "From ID",
      description: "The sender of the message. The identifier for the admin which is given by Intercom. If not provided, the default sender will be used.",
      propDefinition: [
        intercom,
        "adminId",
      ],
    },
    toType: {
      type: "string",
      label: "To Type",
      description: "The type of the recipient of the message.",
      options: [
        "user",
        "lead",
      ],
    },
    toId: {
      type: "string",
      label: "To ID",
      description: "The recipient of the message. The identifier for the contact which is given by Intercom. Eg. `536e564f316c83104c000020`.",
      propDefinition: [
        intercom,
        "userIds",
      ],
    },
  },
  methods: {
    sendMessage(args = {}) {
      return this.intercom.makeRequest({
        method: "POST",
        endpoint: "messages",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      sendMessage,
      messageType,
      subject,
      body,
      template,
      fromId,
      toType,
      toId,
    } = this;

    const response = await sendMessage({
      $,
      data: {
        message_type: messageType,
        subject,
        body,
        template,
        from: {
          type: "admin",
          id: fromId,
        },
        to: {
          type: toType,
          id: toId,
        },
      },
    });

    $.export("$summary", `Successfully sent message with ID \`${response.id}\`.`);
    return response;
  },
};

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
Intercom	`intercom`	`app`	This component uses the Intercom app.
Message Type	`messageType`	`string`	Select a value from the drop down menu:`in_appemail`
Subject	`subject`	`string`	The title of the email.
Body	`body`	`string`	The content of the message. HTML and plaintext are supported.
Template	`template`	`string`	Select a value from the drop down menu:`plainpersonal`
From ID	`fromId`	`string`	Select a value from the drop down menu.
To Type	`toType`	`string`	Select a value from the drop down menu:`userlead`
To ID	`toId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

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

About Intercom#

Intercom is the only solution that combines an AI chatbot, help desk, and proactive support—so you can keep costs low, support teams happy, and customers satisfied.

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Pipedream makes it easy to connect APIs for Intercom, Satuit and 2,500+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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