Create Ticket with Connectwise PSA API on New Message In Channels (Instant) from Slack API

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New Message In Channels (Instant) from the Slack API

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Create Ticket with the Connectwise PSA API

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Getting Started#

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

Select this integration
Configure the New Message In Channels (Instant) trigger
1. Connect your Slack account
2. Optional- Select one or more Channels
3. Configure slackApphook
4. Optional- Configure Resolve Names
5. Optional- Configure Ignore Bots
6. Optional- Configure Ignore replies in threads
Configure the Create Ticket action
1. Connect your Connectwise PSA account
2. Configure Summary
3. Select a Company
4. Select a Contact
5. Optional- Select a Priority
6. Optional- Configure Note(s)
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 Message In Channels (Instant) on Slack

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

Version:1.0.24

Key:slack-new-message-in-channels

View on GitHub

Slack Overview#

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!

Trigger Code#

import common from "../common/base.mjs";
import constants from "../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "slack-new-message-in-channels",
  name: "New Message In Channels (Instant)",
  version: "1.0.24",
  description: "Emit new event when a new message is posted to one or more channels",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    conversations: {
      propDefinition: [
        common.props.slack,
        "conversation",
      ],
      type: "string[]",
      label: "Channels",
      description: "Select one or more channels to monitor for new messages.",
      optional: true,
    },
    // eslint-disable-next-line pipedream/props-description,pipedream/props-label
    slackApphook: {
      type: "$.interface.apphook",
      appProp: "slack",
      async eventNames() {
        return this.conversations || [
          "message",
        ];
      },
    },
    resolveNames: {
      propDefinition: [
        common.props.slack,
        "resolveNames",
      ],
    },
    ignoreBot: {
      propDefinition: [
        common.props.slack,
        "ignoreBot",
      ],
    },
    ignoreThreads: {
      type: "boolean",
      label: "Ignore replies in threads",
      description: "Ignore replies to messages in threads",
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getSummary() {
      return "New message in channel";
    },
    async processEvent(event) {
      if (event.type !== "message") {
        console.log(`Ignoring event with unexpected type "${event.type}"`);
        return;
      }
      if (event.subtype && !constants.ALLOWED_MESSAGE_IN_CHANNEL_SUBTYPES.includes(event.subtype)) {
        // This source is designed to just emit an event for each new message received.
        // Due to inconsistencies with the shape of message_changed and message_deleted
        // events, we are ignoring them for now. If you want to handle these types of
        // events, feel free to change this code!!
        console.log("Ignoring message with subtype.");
        return;
      }
      if ((this.ignoreBot) && (event.subtype == "bot_message" || event.bot_id)) {
        return;
      }
      // There is no thread message type only the thread_ts field
      // indicates if the message is part of a thread in the event.
      if (this.ignoreThreads && event.thread_ts) {
        console.log("Ignoring reply in thread");
        return;
      }
      if (this.resolveNames) {
        if (event.user) {
          event.user_id = event.user;
          event.user = await this.getUserName(event.user);
        } else if (event.bot_id) {
          event.bot = await this.getBotName(event.bot_id);
        }
        event.channel_id = event.channel;
        event.channel = await this.getConversationName(event.channel);
        if (event.team) {
          event.team_id = event.team;
          event.team = await this.getTeamName(event.team);
        }
      }
      return event;
    },
  },
  sampleEmit,
};

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
Slack	`slack`	`app`	This component uses the Slack app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Channels	`conversations`	`string[]`	Select a value from the drop down menu.
	`slackApphook`	`$.interface.apphook`
Resolve Names	`resolveNames`	`boolean`	Instead of returning `channel`, `team`, and `user` as IDs, return their human-readable names.
Ignore Bots	`ignoreBot`	`boolean`	Ignore messages from bots
Ignore replies in threads	`ignoreThreads`	`boolean`	Ignore replies to messages in threads

Trigger Authentication#

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

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

channels:historychannels:readchannels:writeemoji:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writereactions:readreactions:writereminders:readreminders:writestars:readteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:userfiles:write:usercommandsusers.profile:writeusers.profile:read

About Slack#

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

Action#

Create Ticket on Connectwise PSA

Description:Creates a new ticket in Connectwise. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Tickets/postServiceTickets)

Version:0.1.0

Key:connectwise_psa-create-ticket

View on GitHub

Connectwise PSA Overview#

ConnectWise PSA (Professional Services Automation) API offers a powerful avenue for managing business processes related to technology services. By integrating with ConnectWise PSA via Pipedream, developers can automate complex workflows, synchronize data across various platforms, and enhance operational efficiencies. This API allows for control over modules like service tickets, project management, and account management, essentially streamlining operations and making data management more effective.

Action Code#

import connectwise from "../../connectwise_psa.app.mjs";

export default {
  key: "connectwise_psa-create-ticket",
  name: "Create Ticket",
  description: "Creates a new ticket in Connectwise. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Tickets/postServiceTickets)",
  version: "0.1.0",
  type: "action",
  props: {
    connectwise,
    summary: {
      type: "string",
      label: "Summary",
      description: "The subject line or description line for the ticket",
    },
    company: {
      propDefinition: [
        connectwise,
        "company",
      ],
    },
    contact: {
      propDefinition: [
        connectwise,
        "contact",
      ],
    },
    priority: {
      propDefinition: [
        connectwise,
        "priority",
      ],
    },
    note: {
      type: "string[]",
      label: "Note(s)",
      description: "Text content of one or more notes to add to the ticket",
      optional: true,
    },
  },
  methods: {
    createTicketNote({
      id, ...args
    }) {
      return this.connectwise._makeRequest({
        method: "POST",
        path: `/service/tickets/${id}/notes`,
        ...args,
      });
    },
  },
  async run({ $ }) {
    const response = await this.connectwise.createTicket({
      $,
      data: {
        summary: this.summary,
        company: {
          id: this.company,
        },
        contact: this.contact
          ? {
            id: this.contact,
          }
          : undefined,
        priority: this.priority
          ? {
            id: this.priority,
          }
          : undefined,
      },
    });
    const { id } = response;
    const { note } = this;
    const createdNotes = [];
    if (id && note?.length) {
      const notes = Array.isArray(note)
        ? note
        : [
          note,
        ];
      for (let note of notes) {
        const response = await this.createTicketNote({
          $,
          id,
          data: {
            text: note,
            detailDescriptionFlag: true,
          },
        });
        createdNotes.push(response);
      }
    }
    const amountNotes = createdNotes.length;
    $.export("$summary", `Successfully created ticket (ID: ${id})${amountNotes
      ? ` and added ${amountNotes} notes`
      : ""}`);
    return {
      ...(amountNotes
        ? {
          createdNotes,
        }
        : undefined),
      ...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
Connectwise PSA	`connectwise`	`app`	This component uses the Connectwise PSA app.
Summary	`summary`	`string`	The subject line or description line for the ticket
Company	`company`	`integer`	Select a value from the drop down menu.
Contact	`contact`	`integer`	Select a value from the drop down menu.
Priority	`priority`	`integer`	Select a value from the drop down menu.
Note(s)	`note`	`string[]`	Text content of one or more notes to add to the ticket

Action Authentication#

Connectwise PSA uses API keys for authentication. When you connect your Connectwise PSA account, Pipedream securely stores the keys so you can easily authenticate to Connectwise PSA APIs in both code and no-code steps.

To retrieve your Public and Private Keys,

Navigate to your Connectwise PSA account and sign in
Click the Member menu on the top right.
Go to “My Account” > “API Keys”
Click "+" to create a new Public and Private Key pair. They will be displayed after you hit "Save" icon.
For an alternative method, see the Developer Guide section "Obtaining your keys" > "API MEMBER Only *Recommended for 3rd parties".

Create Ticket with Connectwise PSA API on New Message In Channels (Instant) from Slack API

Pipedream makes it easy to connect APIs for Connectwise PSA, Slack 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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