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

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New Message (Instant) from the Discord API

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Add Note 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.

Select this integration
Configure the New Message (Instant) trigger
1. Connect your Discord account
2. Configure Channels
3. Configure discordApphook
Configure the Add Note action
1. Connect your Pipedrive account
2. Configure Content
3. Optional- Select a Deal ID
4. Optional- Select a Person ID
5. Optional- Select a Organization ID
6. Optional- Select a User ID
7. Optional- Configure Add Time
8. Optional- Configure Pinned To Deal Flag
9. Optional- Configure Pinned To Organization Flag
10. Optional- Configure Pinned To Person Flag
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 (Instant) on Discord

Description:Emit new event for each message posted to one or more channels in a Discord server

Version:1.0.3

Key:discord-new-message

View on GitHub

Discord Overview#

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Trigger Code#

import discord from "../../discord.app.mjs";
import sampleEmit from "./test-event.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: "1.0.3",

  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,
    });
  },
  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
Discord	`discord`	`app`	This component uses the Discord app.
Channels	`channels`	`$.discord.channel[]`	Select the channel(s) you'd like to be notified for
	`discordApphook`	`$.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#

Add Note on Pipedrive

Description:Adds a new note. For info on [adding an note in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Notes#addNote)

Version:0.0.3

Key:pipedrive-add-note

View on GitHub

Pipedrive Overview#

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Action Code#

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

export default {
  key: "pipedrive-add-note",
  name: "Add Note",
  description: "Adds a new note. For info on [adding an note in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Notes#addNote)",
  version: "0.0.3",
  type: "action",
  props: {
    pipedriveApp,
    content: {
      propDefinition: [
        pipedriveApp,
        "content",
      ],
    },
    dealId: {
      propDefinition: [
        pipedriveApp,
        "dealId",
      ],
      description: "The ID of the deal the note will be attached to. This property is required unless one of (lead_id/person_id/org_id) is specified.",
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
      description: "The ID of the person this note will be attached to. This property is required unless one of (deal_id/lead_id/org_id) is specified.",
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "The ID of the organization this note will be attached to. This property is required unless one of (deal_id/lead_id/person_id) is specified.",
    },
    userId: {
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
      description: "The ID of the user who will be marked as the author of the note. Only an admin can change the author.",
    },
    addTime: {
      propDefinition: [
        pipedriveApp,
        "addTime",
      ],
    },
    pinnedToDealFlag: {
      propDefinition: [
        pipedriveApp,
        "pinnedToDealFlag",
      ],
      optional: true,
    },
    pinnedToOrgFlag: {
      propDefinition: [
        pipedriveApp,
        "pinnedToOrgFlag",
      ],
      optional: true,
    },
    pinnedToPersonFlag: {
      propDefinition: [
        pipedriveApp,
        "pinnedToPersonFlag",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      content,
      dealId,
      personId,
      organizationId,
      userId,
      addTime,
      pinnedToLeadFlag,
      pinnedToDealFlag,
      pinnedToOrgFlag,
      pinnedToPersonFlag,
    } = this;

    try {
      const resp =
        await this.pipedriveApp.addNote({
          content,
          deal_id: dealId,
          person_id: personId,
          org_id: organizationId,
          user_id: userId,
          add_time: addTime,
          pinned_to_lead_flag: pinnedToLeadFlag,
          pinned_to_deal_flag: pinnedToDealFlag,
          pinned_to_organization_flag: pinnedToOrgFlag,
          pinned_to_person_flag: pinnedToPersonFlag,
        });

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

      return resp;
    } catch (error) {
      console.error(error.context?.body || error);
      throw error;
    }
  },
};

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
Pipedrive	`pipedriveApp`	`app`	This component uses the Pipedrive app.
Content	`content`	`string`	The content of the note in HTML format. Subject to sanitization on the back-end.
Deal ID	`dealId`	`string`	Select a value from the drop down menu.
Person ID	`personId`	`integer`	Select a value from the drop down menu.
Organization ID	`organizationId`	`integer`	Select a value from the drop down menu.
User ID	`userId`	`integer`	Select a value from the drop down menu.
Add Time	`addTime`	`string`	Optional creation date & time of the deal in UTC. Requires admin user API token. Format: `YYYY-MM-DD HH:MM:SS`
Pinned To Deal Flag	`pinnedToDealFlag`	`boolean`	If set, the results are filtered by note to deal pinning state (deal_id is also required)
Pinned To Organization Flag	`pinnedToOrgFlag`	`boolean`	If set, the results are filtered by note to organization pinning state (org_id is also required)
Pinned To Person Flag	`pinnedToPersonFlag`	`boolean`	If set, the results are filtered by note to person pinning state (person_id is also required)

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#

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

More Ways to Connect Pipedrive + Discord#

Other Popular Integrations#

Send Message (Advanced) with Discord API on New Deal from Pipedrive API

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

Pipedream makes it easy to connect APIs for Pipedrive, Discord 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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