Create Task with Insightly API on New Message Sent from WhatsApp Business API

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New Message Sent from the WhatsApp Business API

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Create Task with the Insightly API

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Getting Started#

This integration creates a workflow with a WhatsApp Business trigger and Insightly 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 Sent trigger
1. Connect your WhatsApp Business account
Configure the Create Task action
1. Connect your Insightly account
2. Configure Title
3. Select a Status
4. Configure Due Date
5. Optional- Select a Category
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 Sent on WhatsApp Business

Description:Emit new event when a new message is sent or received. A Webhook subscribed to field "messages" must be set up from the App Dashboard of your [Facebook Developer Account](https://developers.facebook.com/). See [documentation](https://developers.facebook.com/docs/graph-api/webhooks/getting-started#configure-webhooks-product) for more information about Webhook setup.

Version:0.0.4

Key:whatsapp_business-new-message-sent

View on GitHub

WhatsApp Business Overview#

The WhatsApp Business API on Pipedream is a powerful avenue for automating interactions with customers on WhatsApp. You can send messages, set up automated responses, and manage conversations on a large scale. With Pipedream's serverless platform, you can create workflows that trigger from various events and connect WhatsApp Business with numerous other apps to automate tasks, notify teams, sync data, and more, all without managing infrastructure.

Trigger Code#

import whatsapp from "../../whatsapp_business.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "whatsapp_business-new-message-sent",
  name: "New Message Sent",
  description: "Emit new event when a new message is sent or received. A Webhook subscribed to field \"messages\" must be set up from the App Dashboard of your [Facebook Developer Account](https://developers.facebook.com/). See [documentation](https://developers.facebook.com/docs/graph-api/webhooks/getting-started#configure-webhooks-product) for more information about Webhook setup.",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  props: {
    whatsapp,
    db: "$.service.db",
    httpInterface: {
      type: "$.interface.http",
      customResponse: true,
    },
  },
  methods: {
    _getChallengeToken() {
      return this.db.get("challengeToken");
    },
    _setChallengeToken(challengeToken) {
      this.db.set("challengeToken", challengeToken);
    },
  },
  async run(event) {
    const {
      body, query,
    } = event;
    if (query["hub.challenge"]) {
      this._setChallengeToken(query["hub.challenge"]);
    }
    const challengeToken = this._getChallengeToken();

    this.httpInterface.respond({
      status: "200",
      body: challengeToken,
      headers: {
        "content-type": "application/json",
      },
    });

    if (!body) {
      return;
    }

    const entries = body?.entry || [];
    for (const entry of entries) {
      if (entry.changes && entry.changes?.length > 0) {
        const status = entry?.changes[0]?.value?.statuses
          ? entry?.changes[0]?.value?.statuses[0]?.status
          : null;
        if (status && status !== "sent") {
          continue;
        }
      }
      this.$emit(entry, {
        id: Date.now(),
        summary: "New Message Sent",
        ts: Date.now(),
      });
    }
  },
  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
WhatsApp Business	`whatsapp`	`app`	This component uses the WhatsApp Business app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`httpInterface`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.

Trigger Authentication#

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

To connect your WhatsApp Business Cloud account to Pipedream, follow the steps below to find your Business Account ID and your Permanent Access Token.

For additional info on setting up a WhatsApp Business account, refer to their getting started docs.

About WhatsApp Business#

WhatsApp Business products support businesses from large to small. Engage audiences, accelerate sales and drive better customer support outcomes on the platform with more than 2 billion users around the world.

Action#

Create Task on Insightly

Description:Creates a new task. [See documentation](https://api.insightly.com/v3.1/Help?#!/Tasks/AddEntity)

Version:0.0.1

Key:insightly-create-task

View on GitHub

Insightly Overview#

Insightly's API offers a suite of functions that let you tap into your customer relationship management in real-time, integrating customer data, sales, and project info across a diverse array of business applications and workflows. With Pipedream, you can automate interactions with your Insightly account, sync data effortlessly, and connect to hundreds of apps to streamline tasks, from lead management to project tracking.

Action Code#

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

export default {
  key: "insightly-create-task",
  name: "Create Task",
  description: "Creates a new task. [See documentation](https://api.insightly.com/v3.1/Help?#!/Tasks/AddEntity)",
  version: "0.0.1",
  type: "action",
  props: {
    insightly,
    title: {
      type: "string",
      label: "Title",
      description: "The title of the task.",
    },
    status: {
      type: "string",
      label: "Status",
      description: "The status of the task.",
      options: [
        "Not Started",
        "In Progress",
        "Completed",
        "Deferred",
        "Waiting",
      ],
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "The due date of the task in YYYY-mm-dd format. For example, 2023-08-20",
    },
    categoryId: {
      propDefinition: [
        insightly,
        "categoryId",
      ],
    },
  },
  async run({ $ }) {
    const data = {
      TITLE: this.title,
      STATUS: this.status,
      DUE_DATE: this.dueDate,
      CATEGORY_ID: this.categoryId,
    };

    const response = await this.insightly.createTask({
      data,
      $,
    });

    if (response) {
      $.export("$summary", `Successfully created task with ID ${response.TASK_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
Insightly	`insightly`	`app`	This component uses the Insightly app.
Title	`title`	`string`	The title of the task.
Status	`status`	`string`	Select a value from the drop down menu:`Not StartedIn ProgressCompletedDeferredWaiting`
Due Date	`dueDate`	`string`	The due date of the task in YYYY-mm-dd format. For example, 2023-08-20
Category	`categoryId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

About Insightly#

CRM Software CRM Platform Marketing Automation

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Popular Triggers#

New Message Sent from the WhatsApp Business API

Emit new event when a new message is sent or received. A Webhook subscribed to field "messages" must be set up from the App Dashboard of your Facebook Developer Account. See documentation for more information about Webhook setup.

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Deleted Record from the Insightly API

Emit new event when a record is deleted.

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New Record from the Insightly API

Emit new event when a new record is created.

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Updated Record from the Insightly API

Emit new event when a new record is created.

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