Approve Workflow with Slack API on New Lead from Nutshell API

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Trigger workflow on

New Lead from the Nutshell API

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Approve Workflow with the Slack API

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Getting Started#

This integration creates a workflow with a Nutshell trigger and Slack action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Lead trigger
1. Connect your Nutshell account
2. Configure timer
Configure the Approve Workflow action
1. Connect your Slack account
2. Select a Channel Type
3. Select a Channel
4. Configure Message
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 Lead on Nutshell

Description:Emit new event when a new lead is created.

Version:0.0.1

Key:nutshell-new-lead

View on GitHub

Nutshell Overview#

The Nutshell API allows you to access and manage data within the Nutshell CRM platform, enabling you to automate tasks, sync information across apps, and build custom integrations. With Pipedream, these capabilities are harnessed through serverless workflows that can trigger actions within Nutshell or react to events, all with minimal setup. You can create leads, update contacts, manage sales processes, and more, all in a scalable and efficient manner.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "nutshell-new-lead",
  name: "New Lead",
  description: "Emit new event when a new lead is created.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getMethod() {
      return "findLeads";
    },
    getSummary({
      name, id,
    }) {
      return `New Lead: ${name || 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
Nutshell	`nutshell`	`app`	This component uses the Nutshell app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

About Nutshell#

The all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals.

Action#

Approve Workflow on Slack

Description:Suspend the workflow until approved by a Slack message. [See the documentation](https://pipedream.com/docs/code/nodejs/rerun#flowsuspend)

Version:0.0.6

Key:slack_v2-approve-workflow

View on GitHub

Action Code#

import slack from "../../slack_v2.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "slack_v2-approve-workflow",
  name: "Approve Workflow",
  description: "Suspend the workflow until approved by a Slack message. [See the documentation](https://pipedream.com/docs/code/nodejs/rerun#flowsuspend)",
  version: "0.0.6",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    slack,
    channelType: {
      type: "string",
      label: "Channel Type",
      description: "The type of channel to send to. User/Direct Message (im), Group (mpim), Private Channel or Public Channel",
      async options() {
        return constants.CHANNEL_TYPE_OPTIONS;
      },
    },
    conversation: {
      propDefinition: [
        slack,
        "conversation",
        (c) => ({
          types: c.channelType === "Channels"
            ? [
              constants.CHANNEL_TYPE.PUBLIC,
              constants.CHANNEL_TYPE.PRIVATE,
            ]
            : [
              c.channelType,
            ],
        }),
      ],
    },
    message: {
      type: "string",
      label: "Message",
      description: "Text to include with the Approve and Cancel Buttons",
    },
  },
  async run({ $ }) {
    const {
      resume_url, cancel_url,
    } = $.flow.suspend();

    const response = await this.slack.postChatMessage({
      text: "Click here to approve or cancel workflow",
      blocks: [
        {
          type: "section",
          text: {
            type: "mrkdwn",
            text: this.message,
          },
        },
        {
          type: "actions",
          elements: [
            {
              type: "button",
              text: {
                type: "plain_text",
                text: "Approve",
              },
              style: "primary",
              url: resume_url,
            },
            {
              type: "button",
              text: {
                type: "plain_text",
                text: "Cancel",
              },
              style: "danger",
              url: cancel_url,
            },
          ],
        },
      ],
      channel: this.conversation,
    });

    $.export("$summary", "Successfully sent message");
    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
Slack	`slack`	`app`	This component uses the Slack app.
Channel Type	`channelType`	`string`	Select a value from the drop down menu.
Channel	`conversation`	`string`	Select a value from the drop down menu.
Message	`message`	`string`	Text to include with the Approve and Cancel Buttons

Action 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:

chat:writechat:write.customizechat:write.publicfiles:read

Approve Workflow with Slack API on New Lead from Nutshell API

Pipedream makes it easy to connect APIs for Slack, Nutshell and 2,900+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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