← Slack + Pipedrive integrations

Add Deal with Pipedrive API on New Message In Channels (Instant) from Slack API

Pipedream makes it easy to connect APIs for Pipedrive, Slack and 1000+ other apps remarkably fast.

Trigger workflow on
New Message In Channels (Instant) from the Slack API
Next, do this
Add Deal with the Pipedrive API
No credit card required
Into to Pipedream
Watch us build a workflow
Watch us build a workflow
7 min
Watch now ➜
Trusted by 250,000+ developers from startups to Fortune 500 companies:
Trusted by 250,000+ developers from startups to Fortune 500 companies

Developers Pipedream

Getting Started

This integration creates a workflow with a Slack 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 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
  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 when a new message is posted to one or more channels
Version:1.0.5
Key:slack-new-message-in-channels

Slack Overview

With the Slack API, you can build all sorts of integrations and applications to
make your work life easier. Here are just a few examples:

  • Automate posting updates to your team channel
  • Create a bot to answer common questions
  • Integrate with your existing tools and services
  • Build a custom dashboard to track your team's progress
  • Create a bot to handle scheduling and meeting requests
  • And much more!

Trigger Code

import common from "../common/base.mjs";

export default {
  ...common,
  key: "slack-new-message-in-channels",
  name: "New Message In Channels (Instant)",
  version: "1.0.5",
  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: "$.interface.apphook",
      appProp: "slack",
      async eventNames() {
        return this.conversations || [
          "message",
        ];
      },
    },
    resolveNames: {
      propDefinition: [
        common.props.slack,
        "resolveNames",
      ],
    },
    ignoreBot: {
      propDefinition: [
        common.props.slack,
        "ignoreBot",
      ],
    },
  },
  methods: {
    ...common.methods,
    getSummary() {
      return "New message in channel";
    },
    async processEvent(event) {
      if (event.type !== "message") {
        console.log(`Ignoring event with unexpected type "${event.type}"`);
        return;
      }
      if (event.subtype != null && event.subtype != "bot_message" && event.subtype != "file_share") {
        // 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;
      }
      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;
    },
  },
};

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/AnameCache$.service.dbThis component uses $.service.db to maintain state between component invocations.
Channelsconversationsstring[]Select a value from the drop down menu.
slackApphook$.interface.apphook
Resolve NamesresolveNamesboolean

Instead of returning channel, team, and user as IDs, return their human-readable names.

Ignore BotsignoreBotboolean

Ignore messages from bots

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: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

More Ways to Connect Pipedrive + Slack

Add Activity with Pipedrive API on New Message In Channels from Slack API
Slack + Pipedrive
 
Try it
Add Organization with Pipedrive API on New Message In Channels from Slack API
Slack + Pipedrive
 
Try it
Add Person with Pipedrive API on New Message In Channels from Slack API
Slack + Pipedrive
 
Try it
Search persons with Pipedrive API on New Message In Channels from Slack API
Slack + Pipedrive
 
Try it
Update Deal with Pipedrive API on New Message In Channels from Slack API
Slack + Pipedrive
 
Try it
New Message In Channels (Instant) from the Slack API

Emit new event when a new message is posted to one or more channels

 
Try it
New Direct Message (Instant) from the Slack API

Emit new event when a message was posted in a direct message channel

 
Try it
New Interaction Events from the Slack API

Emit new events on new Slack interactivity events sourced from Block Kit interactive elements, Slash commands, or Shortcuts.

 
Try it
New Mention (Instant) from the Slack API

Emit new event when a username or specific keyword is mentioned in a channel

 
Try it
New Reaction Added (Instant) from the Slack API

Emit new event when a member has added an emoji reaction to an item

 
Try it
Send Message to a Public Channel with the Slack API

Send a message to a public channel and customize the name and avatar of the bot that posts the message. See postMessage or scheduleMessage docs here

 
Try it
Send Message to a Private Channel with the Slack API

Send a message to a private channel and customize the name and avatar of the bot that posts the message. See postMessage or scheduleMessage docs here

 
Try it
Send a Direct Message with the Slack API

Send a direct message to a single user. See postMessage or scheduleMessage docs here

 
Try it
Send Message Using Block Kit with the Slack API

Send a message using Slack's Block Kit UI framework to a channel, group or user. See postMessage or scheduleMessage docs here

 
Try it
Reply to a Message Thread with the Slack API

Send a message as a threaded reply. See postMessage or scheduleMessage docs here

 
Try it