Create a Channel with Slack API on New Webhook Message (Instant) from Codat API

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New Webhook Message (Instant) from the Codat API

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Create a Channel with the Slack API

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Getting Started#

This integration creates a workflow with a Codat 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 Webhook Message (Instant) trigger
1. Connect your Codat account
2. Select one or more Event Type
3. Select a Company ID
Configure the Create a Channel action
1. Connect your Slack account
2. Configure Channel name
3. Optional- Configure Is private?
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 Webhook Message (Instant) on Codat

Description:Emit new event when a specified event type is produced by Codat. [See the documentation](https://docs.codat.io/platform-api#/operations/create-webhook-consumer)

Version:0.0.1

Key:codat-new-webhook-message-instant

View on GitHub

Codat Overview#

The Codat API provides a way to seamlessly integrate and automate financial data processes for businesses. With Codat, you can connect to accounting software, extract company financials, and reconcile transactions in real-time. Whether it's for pulling recent invoices, syncing payment information, or consolidating financial reports, Codat's API acts as a bridge between various accounting platforms and your applications, enabling more efficient financial operations and decision-making.

Trigger Code#

import codat from "../../codat.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "codat-new-webhook-message-instant",
  name: "New Webhook Message (Instant)",
  description: "Emit new event when a specified event type is produced by Codat. [See the documentation](https://docs.codat.io/platform-api#/operations/create-webhook-consumer)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    codat,
    db: "$.service.db",
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    eventTypes: {
      propDefinition: [
        codat,
        "eventTypes",
      ],
    },
    companyId: {
      propDefinition: [
        codat,
        "companyId",
      ],
    },
  },
  hooks: {
    async activate() {
      const data = {
        url: this.http.endpoint,
        eventTypes: this.eventTypes,
      };
      if (this.companyId) {
        data.companyId = this.companyId;
      }
      const { id } = await this.codat.createWebhook({
        data,
      });
      this._setHookId(id);
    },
    async deactivate() {
      const hookId = this._getHookId();
      if (hookId) {
        await this.codat.deleteWebhook({
          hookId,
        });
      }
    },
  },
  methods: {
    _getHookId() {
      return this.db.get("hookId");
    },
    _setHookId(hookId) {
      this.db.set("hookId", hookId);
    },
    generateMeta(body) {
      return {
        id: body.AlertId,
        summary: body.Message,
        ts: Date.now(),
      };
    },
  },
  async run({ body }) {
    this.http.respond({
      status: 200,
    });
    const meta = this.generateMeta(body);
    this.$emit(body, meta);
  },
  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
Codat	`codat`	`app`	This component uses the Codat app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Event Type	`eventTypes`	`string[]`	Select a value from the drop down menu:`{ "value": "AccountCategoriesUpdated", "label": "Triggered anytime a company's accounts are categorized. This can be when Codat updates the suggested category fields or a user updates the confirmed category fields." }{ "value": "bankFeeds.sourceAccount.connected", "label": "Indicates a bank feed source account has changed to a status of connected." }{ "value": "bankFeeds.sourceAccount.disconnected", "label": "Indicates a bank feed source account has changed to a status of disconnected." }{ "value": "ClientRateLimitReached", "label": "Triggered when the number of requests to Codat's API from the client exceeds the current quota." }{ "value": "ClientRateLimitReset", "label": "Triggered when the rate limit quota has reset for the client, and more requests to the API are available." }{ "value": "DataConnectionStatusChanged", "label": "Triggered when a data connection status of a specific company changes." }{ "value": "DataSyncCompleted", "label": " Generated for each dataType to indicate that data synchronization is successfully completed for that specific data type." }{ "value": "DataSyncStatusChangedToError", "label": "Triggered when the synchronization of a dataset fails." }{ "value": "DatasetDataChanged", "label": " Generated for each dataType to indicate that dataset synchronization has completed and updated Codat's data cache through the creation of new records or a change to existing records." }{ "value": "NewCompanySynchronized", "label": "Triggered when initial syncs are complete for all data types queued for a newly connected company, and at least one of those syncs is successful." }{ "value": "PushOperationStatusChanged", "label": "Indicates that a create, update, or delete operation's status has changed. You can learn more about push operations at Codat." }{ "value": "PushOperationTimedOut", "label": "Indicates that a create, update, or delete operation has timed out. You can learn more about timeouts for push operations at Codat." }{ "value": "SyncCompleted", "label": "Triggered anytime an expense sync completes. Used for Sync for Expenses only." }{ "value": "SyncConnectionDeleted", "label": "Indicates a Sync for Commerce connection has been deleted. Used for Sync for Commerce only." }{ "value": "SyncFailed", "label": "Indicates a failure occurred during an expense sync. Used for Sync for Expenses only." }`
Company ID	`companyId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Codat uses API keys for authentication. When you connect your Codat account, Pipedream securely stores the keys so you can easily authenticate to Codat APIs in both code and no-code steps.

To retrieve your API keys and Authorization Header,

Navigate to your Codat account and sign in
Go to “Developers" > "API Keys"

About Codat#

Codat's business data APIs connect banks and fintechs to all of the financial systems their customers use.

Action#

Create a Channel on Slack

Description:Create a new channel. [See the documentation](https://api.slack.com/methods/conversations.create)

Version:0.0.21

Key:slack-create-channel

View on GitHub

Slack Overview#

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

The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

Automate posting updates to your team channels
Create a bot to answer common questions
Integrate with your existing tools and services
And much more!

Action Code#

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

export default {
  key: "slack-create-channel",
  name: "Create a Channel",
  description: "Create a new channel. [See the documentation](https://api.slack.com/methods/conversations.create)",
  version: "0.0.21",
  type: "action",
  props: {
    slack,
    channelName: {
      label: "Channel name",
      description: "Name of the public or private channel to create",
      type: "string",
    },
    isPrivate: {
      label: "Is private?",
      type: "boolean",
      description: "`false` by default. Pass `true` to create a private channel instead of a public one.",
      default: false,
      optional: true,
    },
  },
  async run({ $ }) {
    // parse name
    const name = this.channelName.replace(/\s+/g, "-").toLowerCase();

    const response = await this.slack.sdk().conversations.create({
      name,
      is_private: this.isPrivate,
    });
    $.export("$summary", `Successfully created channel ${this.channelName}`);
    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 name	`channelName`	`string`	Name of the public or private channel to create
Is private?	`isPrivate`	`boolean`	`false` by default. Pass `true` to create a private channel instead of a public one.

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:

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.

More Ways to Connect Slack + Codat#

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Pipedream makes it easy to connect APIs for Slack, Codat 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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