Update Client with Credit Repair Cloud 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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Update Client with the Credit Repair Cloud API

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Getting Started#

This integration creates a workflow with a Slack trigger and Credit Repair Cloud 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 Update Client action
1. Connect your Credit Repair Cloud account
2. Configure ID
3. Select a Type
4. Configure First Name
5. Configure Last Name
6. Optional- Configure Middle Name
7. Optional- Configure Suffix
8. Optional- Configure Email
9. Optional- Configure Home Phone
10. Optional- Configure Work Phone
11. Optional- Configure Mobile Phone
12. Optional- Configure Street Address
13. Optional- Configure City
14. Optional- Configure State
15. Optional- Configure Post Code
16. Optional- Configure SSN
17. Optional- Configure Birth Date
18. Optional- Configure Memo
19. Optional- Configure Previous Mailing Address
20. Optional- Configure Previous City
21. Optional- Configure Previous State
22. Optional- Configure Previous Zip
23. Optional- Configure Client Assigned To
24. Optional- Select a Client Portal Access
25. Optional- Configure Client User ID
26. Optional- Configure Client Agreement
27. Optional- Select a Send Setup Password Info Via Email
28. Optional- Configure Referred By First Name
29. Optional- Configure Referred By Last Name
30. Optional- Configure Referred By Email
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:1.0.22

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: "1.0.22",
  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:

bookmarks:writecalls:readcalls:writechannels:historychannels:readchannels:writednd:readdnd:writeemoji:readfiles:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writepins:readpins:writereactions:readreactions:writereminders:readreminders:writeremote_files:readremote_files:sharestars:readstars:writeteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:usercommandsfiles:write:userusers.profile:writeusers.profile:readsearch: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#

Update Client on Credit Repair Cloud

Description:Update Client [See the documentation](https://app.creditrepaircloud.com/webapi/examples).

Version:0.0.1

Key:credit_repair_cloud-update-client

View on GitHub

Credit Repair Cloud Overview#

Credit Repair Cloud API provides a suite of tools to manage and automate tasks for credit repair businesses. With this API, you can create and manage clients, leads, affiliates, and credit reports, as well as automate the credit repair process. Integrating this API with Pipedream allows you to build serverless workflows that can harness data from Credit Repair Cloud and connect it with other services to enhance your credit repair operations.

Action Code#

import {
  checkForSuccess,
  convertToJSON,
  convertToXML,
  getResult,
} from "../../common/xml.mjs";
import app from "../../credit_repair_cloud.app.mjs";

export default {
  name: "Update Client",
  description: "Update Client [See the documentation](https://app.creditrepaircloud.com/webapi/examples).",
  key: "credit_repair_cloud-update-client",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    id: {
      propDefinition: [
        app,
        "id",
      ],
    },
    type: {
      propDefinition: [
        app,
        "type",
      ],
    },
    firstname: {
      propDefinition: [
        app,
        "firstname",
      ],
    },
    lastname: {
      propDefinition: [
        app,
        "lastname",
      ],
    },
    middlename: {
      propDefinition: [
        app,
        "middlename",
      ],
    },
    suffix: {
      propDefinition: [
        app,
        "suffix",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    phone_home: {
      propDefinition: [
        app,
        "phone_home",
      ],
    },
    phone_work: {
      propDefinition: [
        app,
        "phone_work",
      ],
    },
    phone_mobile: {
      propDefinition: [
        app,
        "phone_mobile",
      ],
    },
    street_address: {
      propDefinition: [
        app,
        "street_address",
      ],
    },
    city: {
      propDefinition: [
        app,
        "city",
      ],
    },
    state: {
      propDefinition: [
        app,
        "state",
      ],
    },
    post_code: {
      propDefinition: [
        app,
        "post_code",
      ],
    },
    ssno: {
      propDefinition: [
        app,
        "ssno",
      ],
    },
    birth_date: {
      propDefinition: [
        app,
        "birth_date",
      ],
    },
    memo: {
      propDefinition: [
        app,
        "memo",
      ],
    },
    previous_mailing_address: {
      propDefinition: [
        app,
        "previous_mailing_address",
      ],
    },
    previous_city: {
      propDefinition: [
        app,
        "previous_city",
      ],
    },
    previous_state: {
      propDefinition: [
        app,
        "previous_state",
      ],
    },
    previous_zip: {
      propDefinition: [
        app,
        "previous_zip",
      ],
    },
    client_assigned_to: {
      propDefinition: [
        app,
        "client_assigned_to",
      ],
    },
    client_portal_access: {
      propDefinition: [
        app,
        "client_portal_access",
      ],
    },
    client_userid: {
      propDefinition: [
        app,
        "client_userid",
      ],
    },
    client_agreement: {
      propDefinition: [
        app,
        "client_agreement",
      ],
    },
    send_setup_password_info_via_email: {
      propDefinition: [
        app,
        "send_setup_password_info_via_email",
      ],
    },
    referred_by_firstname: {
      propDefinition: [
        app,
        "referred_by_firstname",
      ],
    },
    referred_by_lastname: {
      propDefinition: [
        app,
        "referred_by_lastname",
      ],
    },
    referred_by_email: {
      propDefinition: [
        app,
        "referred_by_email",
      ],
    },
  },
  async run({ $ }) {
    const {
      app,
      ...data
    } = this;
    const xml = convertToXML({
      lead: {
        ...data,
      },
    });
    const resRaw = await app.updateClient(xml);
    const resJson = await convertToJSON(resRaw);
    checkForSuccess(resJson);

    const res = getResult(resJson);
    $.export("summary", `Client updated successfully with id "${data.id}".`);
    return res;
  },
};

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
Credit Repair Cloud	`app`	`app`	This component uses the Credit Repair Cloud app.
ID	`id`	`string`	Encrypted alphanumeric string.
Type	`type`	`string`	Select a value from the drop down menu:`ClientLeadLead/InactiveInactiveSuspended`
First Name	`firstname`	`string`	First name should be in string format.
Last Name	`lastname`	`string`	Last name should be in string format.
Middle Name	`middlename`	`string`	Middle name should be in string format.
Suffix	`suffix`	`string`	Suffix should be in string format.
Email	`email`	`string`	Email should be in email format.
Home Phone	`phone_home`	`integer`	Home Phone should be in 10 digit number format.
Work Phone	`phone_work`	`integer`	Work Phone should be in 10 digit number format.
Mobile Phone	`phone_mobile`	`string`	Mobile Phone format should be in (999) 999-9999.
Street Address	`street_address`	`string`	Street Address should be in string format.
City	`city`	`string`	City should be in string format.
State	`state`	`string`	State should be in abbreviations format.
Post Code	`post_code`	`integer`	Post code should be in number format.
SSN	`ssno`	`integer`	Social Security no.should be in 4 digit number format.
Birth Date	`birth_date`	`string`	Birth date should be in in mm/dd/yyyy format.
Memo	`memo`	`string`	Memo should be in string format.
Previous Mailing Address	`previous_mailing_address`	`string`	Previous mailing address should be in string format. Previous mailing address (only if at current mailing address for less than 2 years)
Previous City	`previous_city`	`string`	Previous City should be in string format.
Previous State	`previous_state`	`string`	Previous State should be in abbreviations format.
Previous Zip	`previous_zip`	`integer`	Previous zip should be in number format.
Client Assigned To	`client_assigned_to`	`string`	Name of team members with comma separator for assing team members to client. Note: Pls login and go to https://app.creditrepaircloud.com/mycompany/team and Copy team member name in xml
Client Portal Access	`client_portal_access`	`string`	Select a value from the drop down menu:`OnOff`
Client User ID	`client_userid`	`string`	Userid same as email Note: Only accepted if client_portal_access is on
Client Agreement	`client_agreement`	`string`	Agreement name should be in alphanumeric string. Note: Pls login and go to https://app.creditrepaircloud.com/mycompany/agreement and Copy agreement name in xml. Note: Only accepted if client_portal_access is on
Send Setup Password Info Via Email	`send_setup_password_info_via_email`	`string`	Select a value from the drop down menu:`YesNo`
Referred By First Name	`referred_by_firstname`	`string`	Referred by first name should be in string format.
Referred By Last Name	`referred_by_lastname`	`string`	Referred by last name should be in string format.
Referred By Email	`referred_by_email`	`string`	Email should be in email format.

Action Authentication#

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

To retrieve your API Key & Secret,

Navigate to your Credit Repair Cloud account and sign in
Go to “My Company” > “API & Automations” > “API Credentials”

Update Client with Credit Repair Cloud API on New Message In Channels (Instant) from Slack API

Pipedream makes it easy to connect APIs for Credit Repair Cloud, Slack and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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