← Slack + Pipedrive integrations

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

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New Message In Channels (Instant) from the Slack API
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Add Person with the Pipedrive API
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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 Person action
    1. Connect your Pipedrive account
    2. Configure Name
    3. Optional- Select a Owner ID
    4. Optional- Select a Organization ID
    5. Optional- Configure Email
    6. Optional- Configure Phone
    7. Optional- Select a Visible To
    8. 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 person. See the Pipedrive API docs for People [here](https://developers.pipedrive.com/docs/api/v1/Persons#addPerson)
Version:0.1.4
Key:pipedrive-add-person

Action Code

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

export default {
  key: "pipedrive-add-person",
  name: "Add Person",
  description: "Adds a new person. See the Pipedrive API docs for People [here](https://developers.pipedrive.com/docs/api/v1/Persons#addPerson)",
  version: "0.1.4",
  type: "action",
  props: {
    pipedriveApp,
    name: {
      type: "string",
      label: "Name",
      description: "Person name",
    },
    ownerId: {
      label: "Owner ID",
      description: "ID of the user who will be marked as the owner of this person. When omitted, the authorized user ID will be used.",
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "ID of the organization this person will belong to.",
    },
    email: {
      type: "any",
      label: "Email",
      description: "Email addresses (one or more) associated with the person, presented in the same manner as received by GET request of a person.",
      optional: true,
    },
    phone: {
      type: "any",
      label: "Phone",
      description: "Phone numbers (one or more) associated with the person, presented in the same manner as received by GET request of a person.",
      optional: true,
    },
    visibleTo: {
      propDefinition: [
        pipedriveApp,
        "visibleTo",
      ],
      description: "Visibility of the person. If omitted, visibility will be set to the default visibility setting of this item type for the authorized user.",
    },
    addTime: {
      propDefinition: [
        pipedriveApp,
        "addTime",
      ],
      description: "Optional creation date & time of the person in UTC. Requires admin user API token. Format: `YYYY-MM-DD HH:MM:SS`",
    },
  },
  async run({ $ }) {
    const {
      name,
      ownerId,
      organizationId,
      email,
      phone,
      visibleTo,
      addTime,
    } = this;

    try {
      const resp =
        await this.pipedriveApp.addPerson({
          name,
          owner_id: ownerId,
          org_id: organizationId,
          email,
          phone,
          visible_to: visibleTo,
          add_time: addTime,
        });

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

      return resp;

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

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.
Namenamestring

Person name

Owner IDownerIdintegerSelect a value from the drop down menu.
Organization IDorganizationIdintegerSelect a value from the drop down menu.
Emailemailany

Email addresses (one or more) associated with the person, presented in the same manner as received by GET request of a person.

Phonephoneany

Phone numbers (one or more) associated with the person, presented in the same manner as received by GET request of a person.

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 person 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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