Reply to a Message Thread with Slack API on New Lead Created from Vtiger CRM API

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Trigger workflow on

New Lead Created from the Vtiger CRM API

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Reply to a Message Thread with the Slack API

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Getting Started#

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

Select this integration
Configure the New Lead Created trigger
1. Connect your Vtiger CRM account
2. Configure timer
Configure the Reply to a Message Thread action
1. Connect your Slack account
2. Select a Channel
3. Configure Text
4. Optional- Configure Send text as Slack mrkdwn
5. Optional- Configure Send as User
6. Optional- Configure Schedule message
7. Optional- Configure Include link to workflow
8. Optional- Configure Customize Bot Settings
9. Optional- Configure Bot Username
10. Optional- Select a Icon (emoji)
11. Optional- Configure Icon (image URL)
12. Optional- Configure Reply to Thread
13. Configure Message Timestamp
14. Optional- Configure Send Channel Message
15. Optional- Configure Add Message Metadata
16. Optional- Configure Metadata Event Type
17. Optional- Configure Metadata Event Payload
18. Optional- Configure Configure Unfurl Settings
19. Optional- Configure Unfurl Links
20. Optional- Configure Unfurl Media
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 Lead Created on Vtiger CRM

Description:Emit new event when a new lead is created in VTiger CRM.

Version:0.0.1

Key:vtiger_crm-new-lead-created

View on GitHub

Vtiger CRM Overview#

The Vtiger CRM API lets you tap into your customer relationship data to create, read, update, and delete records across various entities such as contacts, leads, and opportunities. In Pipedream, you can leverage this API to automate workflows, sync data across platforms, and react to events in real-time, all without the need for dedicated backend code. You can create dynamic workflows that respond to webhooks, schedule tasks, and integrate with 1000+ apps readily available on Pipedream.

Trigger Code#

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

export default {
  ...base,
  key: "vtiger_crm-new-lead-created",
  name: "New Lead Created",
  description: "Emit new event when a new lead is created in VTiger CRM.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...base.methods,
    async getResources(modifiedTime) {
      const { result: { updated: leads } } = await this.vtiger.getSync({
        params: {
          modifiedTime,
          elementType: "Leads",
          syncType: "user",
        },
      });
      return leads;
    },
    getTsField() {
      return "createdtime";
    },
    generateMeta(lead) {
      return {
        id: lead.id,
        summary: `New Lead with ID ${lead.id}`,
        ts: Date.parse(lead.createdtime),
      };
    },
  },
  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
Vtiger CRM	`vtiger`	`app`	This component uses the Vtiger CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To retrieve your Access Key,

Navigate to your Vtiger CRM account and sign in
Click the dropdown on the to right
Go to “My Preferences”

Your instance is 1234.abc if your Vtiger CRM dashboard URL is https://1234.abc.vtiger.com/
Enter the email address you use to log into VTiger CRM as the username

About Vtiger CRM#

Vtiger all-in-one CRM empowers you to align your marketing, sales and support teams with unified customer data powered by One View

Action#

Reply to a Message Thread on Slack

Description:Send a message as a threaded reply. See [postMessage](https://api.slack.com/methods/chat.postMessage) or [scheduleMessage](https://api.slack.com/methods/chat.scheduleMessage) docs here

Version:0.1.25

Key:slack-reply-to-a-message

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!

Action Code#

import slack from "../../slack.app.mjs";
import common from "../common/send-message.mjs";

export default {
  ...common,
  key: "slack-reply-to-a-message",
  name: "Reply to a Message Thread",
  description: "Send a message as a threaded reply. See [postMessage](https://api.slack.com/methods/chat.postMessage) or [scheduleMessage](https://api.slack.com/methods/chat.scheduleMessage) docs here",
  version: "0.1.25",
  type: "action",
  props: {
    slack: common.props.slack,
    conversation: {
      propDefinition: [
        slack,
        "conversation",
      ],
    },
    text: {
      propDefinition: [
        slack,
        "text",
      ],
    },
    mrkdwn: {
      propDefinition: [
        slack,
        "mrkdwn",
      ],
    },
    ...common.props,
    replyToThread: {
      ...common.props.replyToThread,
      hidden: true,
    },
    thread_ts: {
      propDefinition: [
        slack,
        "messageTs",
      ],
    },
    thread_broadcast: {
      propDefinition: [
        slack,
        "thread_broadcast",
      ],
    },
  },
};

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
Slack	`slack`	`app`	This component uses the Slack app.
Channel	`conversation`	`string`	Select a value from the drop down menu.
Text	`text`	`string`	Text of the message to send (see Slack's formatting docs). This field is usually necessary, unless you're providing only attachments instead.
Send text as Slack mrkdwn	`mrkdwn`	`boolean`	`TRUE` by default. Pass `FALSE` to disable Slack markup parsing. See docs here
Send as User	`as_user`	`boolean`	Optionally pass `TRUE` to post the message as the authenticated user, instead of as a bot. Defaults to `FALSE`.
Schedule message	`post_at`	`string`	Messages can only be scheduled up to 120 days in advance, and cannot be scheduled for the past. The datetime should be in ISO 8601 format. (Example: `2014-01-01T00:00:00Z`)
Include link to workflow	`include_sent_via_pipedream_flag`	`boolean`	Defaults to `true`, includes a link to the workflow at the end of your Slack message.
Customize Bot Settings	`customizeBotSettings`	`boolean`	Customize the username and/or icon of the Bot
Message Timestamp	`thread_ts`	`string`	Timestamp of a message. e.g. `1403051575.000407`.
Send Channel Message	`thread_broadcast`	`boolean`	If `true`, posts in the thread and channel. Used in conjunction with `Message Timestamp` and indicates whether reply should be made visible to everyone in the channel. Defaults to `false`.
Add Message Metadata	`addMessageMetadata`	`boolean`	Set the metadata event type and payload
Configure Unfurl Settings	`configureUnfurlSettings`	`boolean`	Configure settings for unfurling links and media

Action 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.

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Pipedream makes it easy to connect APIs for Slack, Vtiger CRM 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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