Create Affiliate Lead with Relavate API on New Direct Message (Instant) from Slack API

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New Direct Message (Instant) from the Slack API

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Create Affiliate Lead with the Relavate API

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Getting Started#

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

Select this integration
Configure the New Direct Message (Instant) trigger
1. Connect your Slack account
2. Configure slackApphook
3. Optional- Configure Ignore Bots
4. Optional- Configure Ignore Messages from Yourself
Configure the Create Affiliate Lead action
1. Connect your Relavate account
2. Select a Campaign ID
3. Select a Status
4. Configure Client
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 Direct Message (Instant) on Slack

Description:Emit new event when a message was posted in a direct message channel

Version:1.0.20

Key:slack-new-direct-message

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!

Trigger Code#

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

export default {
  ...common,
  key: "slack-new-direct-message",
  name: "New Direct Message (Instant)",
  version: "1.0.20",
  description: "Emit new event when a message was posted in a direct message channel",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    // eslint-disable-next-line pipedream/props-description,pipedream/props-label
    slackApphook: {
      type: "$.interface.apphook",
      appProp: "slack",
      async eventNames() {
        return [
          "message.im",
        ];
      },
    },
    ignoreBot: {
      propDefinition: [
        common.props.slack,
        "ignoreBot",
      ],
    },
    ignoreSelf: {
      type: "boolean",
      label: "Ignore Messages from Yourself",
      description: "Ignores messages sent to yourself",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getSummary() {
      return "New direct message received";
    },
    processEvent(event) {
      if ((this.ignoreSelf && event.user == this.slack.mySlackId())
        || ((this.ignoreBot) && (event.subtype === "bot_message" || event.bot_id))
        || (event.subtype === "message_changed")) {
        return;
      }
      return event;
    },
  },
  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
Slack	`slack`	`app`	This component uses the Slack app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`slackApphook`	`$.interface.apphook`
Ignore Bots	`ignoreBot`	`boolean`	Ignore messages from bots
Ignore Messages from Yourself	`ignoreSelf`	`boolean`	Ignores messages sent to yourself

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#

Create Affiliate Lead on Relavate

Description:This component enables you to create a new affiliate lead for marketing. [See the documentation](https://api.relavate.co/#2a307851-9d54-42ea-9f54-3fb600b152a5)

Version:0.0.1

Key:relavate-create-affiliate-lead

View on GitHub

Relavate Overview#

The Relavate API provides tools for managing customer relations and sales efforts, enabling users to automate and optimize their CRM activities. With capabilities for managing contacts, companies, deals, and tasks, the API can serve as a backbone for CRM automation, enhancing customer interaction and business processes efficiency. On Pipedream, you can leverage these functionalities to create advanced workflows, integrate with other apps, and automate tasks based on events from the Relavate system or external triggers.

Action Code#

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

export default {
  key: "relavate-create-affiliate-lead",
  name: "Create Affiliate Lead",
  description: "This component enables you to create a new affiliate lead for marketing. [See the documentation](https://api.relavate.co/#2a307851-9d54-42ea-9f54-3fb600b152a5)",
  version: "0.0.1",
  type: "action",
  props: {
    relavate,
    campaignId: {
      propDefinition: [
        relavate,
        "campaignId",
      ],
      reloadProps: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "The status of the lead being created",
      options: [
        "Pending",
        "Won",
      ],
    },
    client: {
      type: "string",
      label: "Client",
      description: "The company or name of the client",
    },
  },
  async additionalProps() {
    const props = {};
    const partnerType = this.relavate.getPartnerType();
    if (partnerType === "partner") {
      props.vendorId = {
        type: "string",
        label: "Vendor ID",
        description: "The ID of the vendor",
        options: async () => await this.getVendorIdPropOptions(),
      };
    }
    if (partnerType === "vendor") {
      props.partnerId = {
        type: "string",
        label: "Partner ID",
        description: "The ID of the partner",
        options: async () => await this.getPartnerIdPropOptions(),
      };
    }
    return props;
  },
  methods: {
    async getVendorIdPropOptions() {
      const vendors = await this.relavate.listVendors();
      const vendorIds = vendors?.map(({ vendorID }) => vendorID );
      const options = [];
      for (const vendorId of vendorIds) {
        const { name } = await this.relavate.getVendor({
          vendorId,
        });
        options.push({
          value: vendorId,
          label: name,
        });
      }
      return options;
    },
    async getPartnerIdPropOptions() {
      const partners = await this.relavate.listPartners();
      const partnerIds = partners?.map(({ partnerID }) => partnerID );
      const options = [];
      for (const partnerId of partnerIds) {
        const { name } = await this.relavate.getPartner({
          partnerId,
        });
        options.push({
          value: partnerId,
          label: name,
        });
      }
      return options;
    },
  },
  async run({ $ }) {
    const response = await this.relavate.createAffiliateLead({
      $,
      params: {
        campaignID: this.campaignId,
        client: this.client,
        status: this.status,
        vendorID: this.vendorId,
        partnerID: this.partnerId,
      },
    });
    $.export("$summary", `Created affiliate lead with ID: ${response.id}`);
    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
Relavate	`relavate`	`app`	This component uses the Relavate app.
Campaign ID	`campaignId`	`string`	Select a value from the drop down menu.
Status	`status`	`string`	Select a value from the drop down menu:`PendingWon`
Client	`client`	`string`	The company or name of the client

Action Authentication#

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

To retrieve your API Key, API Secret, and Partner Type,

Navigate to your Relavate account and sign in
Click the user dropdown on the top right.
Go to “Account” > “Organisation ”> “API”

Create Affiliate Lead with Relavate API on New Direct Message (Instant) from Slack API

Pipedream makes it easy to connect APIs for Relavate, Slack 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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