← Codat + Slack integrations

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.

  1. Select this integration
  2. Configure the New Webhook Message (Instant) trigger
    1. Connect your Codat account
    2. Select one or more Event Type
    3. Select a Company ID
  3. Configure the Create a Channel action
    1. Connect your Slack account
    2. Configure Channel name
    3. Optional- Configure Is private?
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

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

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.
LabelPropTypeDescription
CodatcodatappThis component uses the Codat app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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 TypeeventTypesstring[]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 IDcompanyIdstringSelect 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

Description:Create a new channel. [See the documentation](https://api.slack.com/methods/conversations.create)
Version:0.0.21
Key:slack-create-channel

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.

LabelPropTypeDescription
SlackslackappThis component uses the Slack app.
Channel namechannelNamestring

Name of the public or private channel to create

Is private?isPrivateboolean

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:

channels:historychannels:readchannels:writeemoji:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writereactions:readreactions:writereminders:readreminders:writestars:readteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:userfiles:write:usercommandsusers.profile:writeusers.profile: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.

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