← Slack + Help Scout integrations

Create Customer with Help Scout API on New Reaction Added (Instant) from Slack API

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New Reaction Added (Instant) from the Slack API
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Create Customer with the Help Scout API
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Getting Started

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

  1. Select this integration
  2. Configure the New Reaction Added (Instant) trigger
    1. Connect your Slack account
    2. Optional- Select one or more Channels
    3. Configure slackApphook
    4. Optional- Configure Ignore Bots
    5. Optional- Select one or more Icon (emoji)
    6. Optional- Configure Include User Data
  3. Configure the Create Customer action
    1. Connect your Help Scout account
    2. Optional- Configure First Name
    3. Optional- Configure Last Name
    4. Optional- Configure Phone
    5. Optional- Configure Photo URL
    6. Optional- Configure Job Title
    7. Optional- Select a Photo Type
    8. Optional- Configure Background
    9. Optional- Configure Location
    10. Optional- Configure Organization
    11. Optional- Select a Gender
    12. Optional- Configure Age
    13. Optional- Configure Emails
    14. Optional- Configure Phones
    15. Optional- Configure Chats
    16. Optional- Configure Social Profiles
    17. Optional- Configure Websites
    18. Optional- Configure Address City
    19. Optional- Configure Address State
    20. Optional- Configure Address Postal Code
    21. Optional- Configure Address Country
    22. Optional- Configure Address Lines
    23. Optional- Configure Properties
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a member has added an emoji reaction to a message
Version:1.1.23
Key:slack-new-reaction-added

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 sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "slack-new-reaction-added",
  name: "New Reaction Added (Instant)",
  version: "1.1.23",
  description: "Emit new event when a member has added an emoji reaction to a message",
  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: "$.interface.apphook",
      appProp: "slack",
      async eventNames() {
        if (this.conversations?.length) {
          const conversations = [];
          for (const conversation of this.conversations) {
            conversations.push(`reaction_added:${conversation}`);
          }
          return conversations;
        }

        return [
          "reaction_added",
        ];
      },
    },
    ignoreBot: {
      propDefinition: [
        common.props.slack,
        "ignoreBot",
      ],
    },
    iconEmoji: {
      propDefinition: [
        common.props.slack,
        "icon_emoji",
      ],
      description: "Select one or more emojis to use as a filter. E.g. `fire, email`",
      type: "string[]",
      optional: true,
    },
    includeUserData: {
      label: "Include User Data",
      description: "Include user object in the response. Default `false`",
      type: "boolean",
      optional: true,
      default: false,
    },
  },
  methods: {
    ...common.methods,
    getSummary() {
      return "New reaction added";
    },
    async processEvent(event) {
      let iconEmojiParsed = [];

      try {
        iconEmojiParsed = typeof this.iconEmoji === "string" ?
          JSON.parse(this.iconEmoji) :
          this.iconEmoji;
      } catch (error) {
        iconEmojiParsed = this.iconEmoji.replace(/\s+/g, "").split(",");
      }

      if (
        ((this.ignoreBot) && (event.subtype == "bot_message" || event.bot_id)) ||
        (iconEmojiParsed?.length > 0 && !iconEmojiParsed.includes(event.reaction))
      ) {
        return;
      }

      if (this.includeUserData) {
        const userResponse = await this.slack.usersInfo({
          user: event.user,
        });
        const itemUserResponse = await this.slack.usersInfo({
          user: event.user,
        });

        event.userInfo = userResponse.user;
        event.itemUserInfo = itemUserResponse.user;
      }

      event.message = await this.getMessage({
        channel: event.item.channel,
        event_ts: event.item.ts,
      });

      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.
LabelPropTypeDescription
SlackslackappThis component uses the Slack app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Channelsconversationsstring[]Select a value from the drop down menu.
slackApphook$.interface.apphook
Ignore BotsignoreBotboolean

Ignore messages from bots

Icon (emoji)iconEmojistring[]Select a value from the drop down menu.
Include User DataincludeUserDataboolean

Include user object in the response. Default false

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

Description:Creates a new customer record in Help Scout. [See the documentation](https://developer.helpscout.com/mailbox-api/endpoints/customers/create/)
Version:0.0.1
Key:help_scout-create-customer

Help Scout Overview

The Help Scout API provides programmatic access to customer support functionalities, allowing the automation of ticketing, customer communication, and reporting tasks. With this API, you can read and send messages, manage conversations, work with mailboxes, create and update customers’ information, and generate reports. Utilizing the API on Pipedream, you can automate workflows that respond to events in Help Scout in real-time, integrate customer support data with other business tools, and streamline support operations.

Action Code

import { ConfigurationError } from "@pipedream/platform";
import {
  GENDER_OPTIONS,
  PHOTO_TYPE_OPTIONS,
} from "../../common/constants.mjs";
import {
  cleanObject,
  parseObject,
} from "../../common/utils.mjs";
import helpScout from "../../help_scout.app.mjs";

export default {
  key: "help_scout-create-customer",
  name: "Create Customer",
  description: "Creates a new customer record in Help Scout. [See the documentation](https://developer.helpscout.com/mailbox-api/endpoints/customers/create/)",
  version: "0.0.1",
  type: "action",
  props: {
    helpScout,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the customer. When defined it must be between 1 and 40 characters.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the customer. When defined it must be between 1 and 40 characters.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone number that will be used when creating a new customer.",
      optional: true,
    },
    photoUrl: {
      type: "string",
      label: "Photo URL",
      description: "URL of the customer's photo. Max length 200 characters.",
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "Job title. Max length 60 characters.",
      optional: true,
    },
    photoType: {
      type: "string",
      label: "Photo Type",
      description: "The type of photo.",
      options: PHOTO_TYPE_OPTIONS,
      optional: true,
    },
    background: {
      type: "string",
      label: "Background",
      description: "This is the Notes field from the user interface. Max length 200 characters.",
      optional: true,
    },
    location: {
      type: "string",
      label: "Location",
      description: "Location of the customer. Max length 60 characters.",
      optional: true,
    },
    organization: {
      type: "string",
      label: "Organization",
      description: "Organization. Max length 60 characters.",
      optional: true,
    },
    gender: {
      type: "string",
      label: "Gender",
      description: "Gender of this customer.",
      options: GENDER_OPTIONS,
      optional: true,
    },
    age: {
      type: "string",
      label: "Age",
      description: "Customer's age.",
      optional: true,
    },
    emails: {
      type: "string[]",
      label: "Emails",
      description: "List of email entries. **Format: {\"type\":\"home\",\"value\":\"customer@email.com\"}**. see [Create Email](https://developer.helpscout.com/mailbox-api/endpoints/customers/emails/create) for the object documentation.",
      optional: true,
    },
    phones: {
      type: "string[]",
      label: "Phones",
      description: "List of phone entries. **Format: {\"type\":\"work\",\"value\":\"222-333-4444\"}**. see [Create Phone](https://developer.helpscout.com/mailbox-api/endpoints/customers/phones/create) for the object documentation.",
      optional: true,
    },
    chats: {
      type: "string[]",
      label: "Chats",
      description: "List of chat entries. **Format: {\"type\":\"aim\",\"value\":\"jsprout\"}**. see [Create Chat Handle](https://developer.helpscout.com/mailbox-api/endpoints/customers/chat_handles/create) for the object documentation.",
      optional: true,
    },
    socialProfiles: {
      type: "string[]",
      label: "Social Profiles",
      description: "List of social profile entries. **Format: {\"type\":\"googleplus\",\"value\":\"https://api.helpscout.net/+HelpscoutNet\"}**. see [Create Social Profile](https://developer.helpscout.com/mailbox-api/endpoints/customers/social_profiles/create) for the object documentation.",
      optional: true,
    },
    websites: {
      type: "string[]",
      label: "Websites",
      description: "List of websites entries. **Format: {\"value\":\"https://api.helpscout.net/\"}**. see [Create Website](https://developer.helpscout.com/mailbox-api/endpoints/customers/websites/create) for the object documentation.",
      optional: true,
    },
    addressCity: {
      type: "string",
      label: "Address City",
      description: "The city of the customer.",
      optional: true,
    },
    addressState: {
      type: "string",
      label: "Address State",
      description: "The state of the customer.",
      optional: true,
    },
    addressPostalCode: {
      type: "string",
      label: "Address Postal Code",
      description: "The postal code of the customer.",
      optional: true,
    },
    addressCountry: {
      type: "string",
      label: "Address Country",
      description: "The [ISO 3166 Alpha-2 code](https://www.iban.com/country-codes) country of the customer.",
      optional: true,
    },
    addressLines: {
      type: "string[]",
      label: "Address Lines",
      description: "A list of address lines.",
      optional: true,
    },
    properties: {
      type: "string[]",
      label: "Properties",
      description: "List of social profile entries. **Format: {\"type\":\"googleplus\",\"value\":\"https://api.helpscout.net/+HelpscoutNet\"}**. see [Create Social Profile](https://developer.helpscout.com/mailbox-api/endpoints/customers/social_profiles/create) for the object documentation.",
      optional: true,
    },
  },
  async run({ $ }) {
    const address = cleanObject({
      city: this.addressCity,
      state: this.addressState,
      postalCode: this.addressPostalCode,
      country: this.addressCountry,
      lines: parseObject(this.addressLines),
      properties: parseObject(this.properties),
    });

    let data = {};

    data = cleanObject({
      firstName: this.firstName,
      lastName: this.lastName,
      phone: this.phone,
      photoUrl: this.photoUrl,
      jobTitle: this.jobTitle,
      photoType: this.photoType,
      background: this.background,
      location: this.location,
      organization: this.organization,
      gender: this.gender,
      age: this.age,
      emails: parseObject(this.emails),
      phones: parseObject(this.phones),
      chats: parseObject(this.chats),
      socialProfiles: parseObject(this.socialProfiles),
      websites: parseObject(this.websites),
    });

    if (Object.keys(address).length) data.address = address;

    if (!Object.keys(data).length) {
      throw new ConfigurationError("At least one field or customer entry must be defined.");
    }

    try {
      const response = await this.helpScout.createCustomer({
        $,
        data,
      });

      $.export("$summary", "Successfully created the new customer.");
      return response;
    } catch ({ message }) {
      const error = JSON.parse(message)._embedded.errors[0];
      throw new ConfigurationError(`Path: ${error.path} - ${error.message}`);
    }
  },
};

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.

LabelPropTypeDescription
Help ScouthelpScoutappThis component uses the Help Scout app.
First NamefirstNamestring

First name of the customer. When defined it must be between 1 and 40 characters.

Last NamelastNamestring

Last name of the customer. When defined it must be between 1 and 40 characters.

Phonephonestring

The phone number that will be used when creating a new customer.

Photo URLphotoUrlstring

URL of the customer's photo. Max length 200 characters.

Job TitlejobTitlestring

Job title. Max length 60 characters.

Photo TypephotoTypestringSelect a value from the drop down menu:unknowngravatartwitterfacebookgoogleprofilegooglepluslinkedininstagram
Backgroundbackgroundstring

This is the Notes field from the user interface. Max length 200 characters.

Locationlocationstring

Location of the customer. Max length 60 characters.

Organizationorganizationstring

Organization. Max length 60 characters.

GendergenderstringSelect a value from the drop down menu:malefemaleunknown
Ageagestring

Customer's age.

Emailsemailsstring[]

List of email entries. Format: {"type":"home","value":"customer@email.com"}. see Create Email for the object documentation.

Phonesphonesstring[]

List of phone entries. Format: {"type":"work","value":"222-333-4444"}. see Create Phone for the object documentation.

Chatschatsstring[]

List of chat entries. Format: {"type":"aim","value":"jsprout"}. see Create Chat Handle for the object documentation.

Social ProfilessocialProfilesstring[]

List of social profile entries. Format: {"type":"googleplus","value":"https://api.helpscout.net/+HelpscoutNet"}. see Create Social Profile for the object documentation.

Websiteswebsitesstring[]

List of websites entries. Format: {"value":"https://api.helpscout.net/"}. see Create Website for the object documentation.

Address CityaddressCitystring

The city of the customer.

Address StateaddressStatestring

The state of the customer.

Address Postal CodeaddressPostalCodestring

The postal code of the customer.

Address CountryaddressCountrystring

The ISO 3166 Alpha-2 code country of the customer.

Address LinesaddressLinesstring[]

A list of address lines.

Propertiespropertiesstring[]

List of social profile entries. Format: {"type":"googleplus","value":"https://api.helpscout.net/+HelpscoutNet"}. see Create Social Profile for the object documentation.

Action Authentication

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

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

About Help Scout

Simple Customer Service Software and Education

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