← Discord + Pipedrive integrations

Add Deal with Pipedrive API on New Message (Instant) from Discord API

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Trigger workflow on
New Message (Instant) from the Discord API
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Add Deal with the Pipedrive API
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Getting Started

This integration creates a workflow with a Discord trigger and Pipedrive 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 Message (Instant) trigger
    1. Connect your Discord account
    2. Configure Channels
    3. Configure discordApphook
  3. Configure the Add Deal action
    1. Connect your Pipedrive account
    2. Configure Title
    3. Optional- Configure Value
    4. Optional- Configure Currency
    5. Optional- Select a User ID
    6. Optional- Select a Person ID
    7. Optional- Select a Organization ID
    8. Optional- Select a Stage ID
    9. Optional- Select a Status
    10. Optional- Configure Probability
    11. Optional- Configure Lost Reason
    12. Optional- Select a Visible To
    13. Optional- Configure Add Time
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, open source 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 for each message posted to one or more channels in a Discord server
Version:1.0.1
Key:discord-new-message

Discord Overview

The Pipedream Discord app enables you to build event-driven workflows that interact with the Discord API. When you authorize the Pipedream app's access to your guilds, you can use Pipedream workflows to perform common Discord actions, or write your own code against the Discord API.

Trigger Code

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

export default {
  type: "source",
  key: "discord-new-message",
  name: "New Message (Instant)",
  description: "Emit new event for each message posted to one or more channels in a Discord server",
  version: "1.0.1",
  dedupe: "unique",
  props: {
    discord,
    channels: {
      type: "$.discord.channel[]",
      appProp: "discord",
      label: "Channels",
      description: "Select the channel(s) you'd like to be notified for",
    },
    // eslint-disable-next-line pipedream/props-label,pipedream/props-description
    discordApphook: {
      type: "$.interface.apphook",
      appProp: "discord",
      async eventNames() {
        return this.channels || [];
      },
    },
  },
  async run(event) {
    if (event.guildID != this.discord.$auth.guild_id) {
      return;
    }
    this.$emit(event, {
      id: event.id,
    });
  },
};

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
DiscorddiscordappThis component uses the Discord app.
Channelschannels$.discord.channel[]

Select the channel(s) you'd like to be notified for

discordApphook$.interface.apphook

Trigger Authentication

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

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

botemailidentifyguilds

About Discord

Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.

Action

Description:Adds a new deal. See the Pipedrive API docs for Deals [here](https://developers.pipedrive.com/docs/api/v1/Deals#addDeal)
Version:0.1.4
Key:pipedrive-add-deal

Action Code

import pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-add-deal",
  name: "Add Deal",
  description: "Adds a new deal. See the Pipedrive API docs for Deals [here](https://developers.pipedrive.com/docs/api/v1/Deals#addDeal)",
  version: "0.1.4",
  type: "action",
  props: {
    pipedriveApp,
    title: {
      propDefinition: [
        pipedriveApp,
        "dealTitle",
      ],
    },
    value: {
      propDefinition: [
        pipedriveApp,
        "dealValue",
      ],
    },
    currency: {
      propDefinition: [
        pipedriveApp,
        "dealCurrency",
      ],
    },
    userId: {
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
    },
    stageId: {
      propDefinition: [
        pipedriveApp,
        "stageId",
      ],
    },
    status: {
      propDefinition: [
        pipedriveApp,
        "status",
      ],
    },
    probability: {
      propDefinition: [
        pipedriveApp,
        "probability",
      ],
    },
    lostReason: {
      propDefinition: [
        pipedriveApp,
        "lostReason",
      ],
    },
    visibleTo: {
      propDefinition: [
        pipedriveApp,
        "visibleTo",
      ],
    },
    addTime: {
      propDefinition: [
        pipedriveApp,
        "addTime",
      ],
    },
  },
  async run({ $ }) {
    const {
      title,
      value,
      currency,
      userId,
      personId,
      organizationId,
      stageId,
      status,
      probability,
      lostReason,
      visibleTo,
      addTime,
    } = this;

    try {
      const resp =
        await this.pipedriveApp.addDeal({
          title,
          value,
          currency,
          user_id: userId,
          person_id: personId,
          org_id: organizationId,
          stage_id: stageId,
          status,
          probability,
          lost_reason: lostReason,
          visible_to: visibleTo,
          add_time: addTime,
        });

      $.export("$summary", "Successfully added deal");

      return resp;
    } catch (error) {
      console.error(error.context?.body || error);
      throw error.context?.body?.error || "Failed to add deal";
    }
  },
};

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
PipedrivepipedriveAppappThis component uses the Pipedrive app.
Titletitlestring

Deal title

Valuevaluestring

Value of the deal. If omitted, value will be set to 0.

Currencycurrencystring

Currency of the deal. Accepts a 3-character currency code. If omitted, currency will be set to the default currency of the authorized user.

User IDuserIdintegerSelect a value from the drop down menu.
Person IDpersonIdintegerSelect a value from the drop down menu.
Organization IDorganizationIdintegerSelect a value from the drop down menu.
Stage IDstageIdintegerSelect a value from the drop down menu.
StatusstatusstringSelect a value from the drop down menu:openwonlostdeleted
Probabilityprobabilityinteger

Deal success probability percentage. Used/shown only when deal_probability for the pipeline of the deal is enabled.

Lost ReasonlostReasonstring

Optional message about why the deal was lost (to be used when status=lost)

Visible TovisibleTostringSelect a value from the drop down menu:{ "label": "Owner & followers (private)", "value": "1" }{ "label": "Entire company (shared)", "value": "3" }
Add TimeaddTimestring

Optional creation date & time of the deal in UTC. Requires admin user API token. Format: YYYY-MM-DD HH:MM:SS

Action Authentication

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

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

About Pipedrive

Sales CRM & Pipeline Management Software

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