Create Appointment with Aero Workflow API on New Mention (Instant) from Slack API

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New Mention (Instant) from the Slack API

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Create Appointment with the Aero Workflow API

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Getting Started#

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

Select this integration
Configure the New Mention (Instant) trigger
1. Connect your Slack account
2. Optional- Select one or more Channels
3. Configure slackApphook
4. Configure Keyword
5. Optional- Configure Is Username
6. Optional- Configure Ignore Bots
Configure the Create Appointment action
1. Connect your Aero Workflow account
2. Select a Assigned To
3. Select a Aero Type
4. Optional- Select a Contact
5. Optional- Select a Company
6. Optional- Select a Project
7. Optional- Select a Hat
8. Configure Scheduled Start Date
9. Configure Scheduled Total Hours
10. Configure Scheduled Hours
11. Configure Scheduled Minutes
12. Configure Subject
13. Select a Priority
14. Configure Due Date
15. Select a Status
16. Optional- Configure Description
17. Optional- Configure Billable
18. Optional- Configure Fixed Fee
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 Mention (Instant) on Slack

Description:Emit new event when a username or specific keyword is mentioned in a channel

Version:1.0.15

Key:slack-new-mention

View on GitHub

Slack Overview#

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. When 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 just makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

Here are some examples of automations you can build with Pipedream on Slack:

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!

Should I use the Slack or Slack Bot app on Pipedream?

The Slack app is the easiest and most convienent option to get started. It installs the official Pipedream bot into your Slack workspace with just a few clicks.

However, if you'd like to use your own bot registered with the Slack API, you can use the Slack Bot app instead.

The Slack Bot requires a bot token to allow your Pipedream workflows to authenticate as your bot. The extra set up steps allow you to list your custom bot on the Slack Marketplace, or install the bot on other workspaces as your bot's name instead of as Pipedream.

Trigger Code#

import common from "../common/base.mjs";
import constants from "../common/constants.mjs";

export default {
  ...common,
  key: "slack-new-mention",
  name: "New Mention (Instant)",
  version: "1.0.15",
  description: "Emit new event when a username or specific keyword is mentioned in a channel",
  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: "$.interface.apphook",
      appProp: "slack",
      async eventNames() {
        return this.conversations || [
          "message",
        ];
      },
    },
    keyword: {
      propDefinition: [
        common.props.slack,
        "keyword",
      ],
    },
    isUsername: {
      propDefinition: [
        common.props.slack,
        "isUsername",
      ],
    },
    ignoreBot: {
      propDefinition: [
        common.props.slack,
        "ignoreBot",
      ],
    },
  },
  hooks: {
    ...common.hooks,
    async deploy() {
      // emit historical events
      const messages = await this.getMatches({
        query: this.keyword,
        sort: "timestamp",
      });
      const filteredMessages = this.conversations?.length > 0
        ? messages.filter((message) => this.conversations.includes(message.channel.id))
        : messages;
      await this.emitHistoricalEvents(filteredMessages.slice(-25).reverse());
    },
  },
  methods: {
    ...common.methods,
    async getMatches(params) {
      return (await this.slack.searchMessages(params)).messages.matches || [];
    },
    async emitHistoricalEvents(messages) {
      for (const message of messages) {
        const event = await this.processEvent({
          ...message,
          subtype: message.subtype || constants.SUBTYPE.PD_HISTORY_MESSAGE,
        });
        if (event) {
          if (!event.client_msg_id) {
            event.pipedream_msg_id = `pd_${Date.now()}_${Math.random().toString(36)
              .substr(2, 10)}`;
          }

          this.$emit(event, {
            id: event.client_msg_id || event.pipedream_msg_id,
            summary: this.getSummary(event),
            ts: event.event_ts || Date.now(),
          });
        }
      }
    },
    getSummary() {
      return "New mention received";
    },
    async processEvent(event) {
      const {
        type: msgType,
        subtype,
        bot_id: botId,
        text,
        blocks = [],
      } = event;
      const [
        {
          elements: [
            { elements = [] } = {},
          ] = [],
        } = {},
      ] = blocks;

      if (msgType !== "message") {
        console.log(`Ignoring event with unexpected type "${msgType}"`);
        return;
      }

      // 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!!
      if (subtype && !constants.ALLOWED_SUBTYPES.includes(subtype)) {
        console.log(`Ignoring message with subtype. "${subtype}"`);
        return;
      }

      if ((this.ignoreBot) && (subtype === constants.SUBTYPE.BOT_MESSAGE || botId)) {
        return;
      }

      let emitEvent = false;
      if (this.isUsername && elements) {
        for (const item of elements) {
          if (item.user_id) {
            const username = await this.getUserName(item.user_id);
            if (username === this.keyword) {
              emitEvent = true;
              break;
            }
          }
        }
      } else if (text.indexOf(this.keyword) !== -1) {
        emitEvent = true;
      } else if (subtype === constants.SUBTYPE.PD_HISTORY_MESSAGE) {
        emitEvent = true;
      }

      if (emitEvent) {
        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.

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.
Channels	`conversations`	`string[]`	Select a value from the drop down menu.
	`slackApphook`	`$.interface.apphook`
Keyword	`keyword`	`string`	Keyword to monitor
Is Username	`isUsername`	`boolean`	Filters out mentions of the keyword that are not a username
Ignore Bots	`ignoreBot`	`boolean`	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#

Create Appointment on Aero Workflow

Description:Creates an appointment [See the docs here](https://api.aeroworkflow.com/swagger/index.html)

Version:0.0.1

Key:aero_workflow-create-appointment

View on GitHub

Aero Workflow Overview#

You can use the Aero Workflow API to build from simpleETL processes to
multi-step workflows that encompass a variety of microservices. The following
are examples of what you can build using the Aero Workflow API:

A process that ingests data from a remote data source, transforms it, and
then stores it in a database.
A workflow that aggregates data from multiple data sources, runs some
analysis on it, and then produces a report.
A process that monitors a data source for new data, ingests it, and then
sends it to a message queue for processing by other elements of your system.

Action Code#

import app from "../../aero_workflow.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "aero_workflow-create-appointment",
  version: "0.0.1",
  type: "action",
  name: "Create Appointment",
  description: "Creates an appointment [See the docs here](https://api.aeroworkflow.com/swagger/index.html)",
  props: {
    app,
    assignedTo: {
      propDefinition: [
        app,
        "assignedTo",
      ],
    },
    aeroType: {
      propDefinition: [
        app,
        "aeroType",
      ],
    },
    contact: {
      propDefinition: [
        app,
        "contact",
      ],
      optional: true,
    },
    company: {
      propDefinition: [
        app,
        "company",
      ],
      optional: true,
    },
    fullProjectName: {
      propDefinition: [
        app,
        "project",
      ],
      optional: true,
    },
    hat: {
      propDefinition: [
        app,
        "hat",
      ],
      optional: true,
    },
    scheduledStartDate: {
      propDefinition: [
        app,
        "scheduledStartDate",
      ],
    },
    scheduledTotalHours: {
      propDefinition: [
        app,
        "scheduledTotalHours",
      ],
    },
    scheduledHours: {
      propDefinition: [
        app,
        "scheduledHours",
      ],
    },
    scheduledMinutes: {
      propDefinition: [
        app,
        "scheduledMinutes",
      ],
    },
    subject: {
      propDefinition: [
        app,
        "subject",
      ],
    },
    priority: {
      propDefinition: [
        app,
        "priority",
      ],
    },
    dueDate: {
      propDefinition: [
        app,
        "dueDate",
      ],
    },
    status: {
      propDefinition: [
        app,
        "status",
      ],
    },
    description: {
      type: "string",
      label: "Description",
      description: "Description",
      optional: true,
    },
    billable: {
      propDefinition: [
        app,
        "billable",
      ],
    },
    fixedFee: {
      propDefinition: [
        app,
        "fixedFee",
      ],
    },
  },
  async run ({ $ }) {
    const data = utils.extractProps(this);
    const resp = await this.app.createAppointment({
      $,
      data,
    });
    $.export("$summary", `The appointment(ID: ${resp.id}) has been created successfully.`);
    return resp;
  },
};

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
Aero Workflow	`app`	`app`	This component uses the Aero Workflow app.
Assigned To	`assignedTo`	`string`	Select a value from the drop down menu.
Aero Type	`aeroType`	`string`	Select a value from the drop down menu.
Contact	`contact`	`string`	Select a value from the drop down menu.
Company	`company`	`string`	Select a value from the drop down menu.
Project	`fullProjectName`	`string`	Select a value from the drop down menu.
Hat	`hat`	`string`	Select a value from the drop down menu.
Scheduled Start Date	`scheduledStartDate`	`string`	Scheduled start date. Must be in ISO format, e.g. `2023-03-30T11:35:07.983Z`
Scheduled Total Hours	`scheduledTotalHours`	`integer`	Scheduled total hours, max `24`
Scheduled Hours	`scheduledHours`	`integer`	Scheduled hours, max `23`
Scheduled Minutes	`scheduledMinutes`	`integer`	Scheduled minutes, max `59`
Subject	`subject`	`string`	Subject
Priority	`priority`	`string`	Select a value from the drop down menu:`elevatedcriticalnormal`
Due Date	`dueDate`	`string`	Due date. Must be in ISO format, e.g. `2023-03-30T11:35:07.983Z`
Status	`status`	`string`	Select a value from the drop down menu:`inprogressnotstartedcanceledcompleted`
Description	`description`	`string`	Description
Billable	`billable`	`boolean`	Is billable
Fixed Fee	`fixedFee`	`boolean`	Is fixed fee

Action Authentication#

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

To get your API Key and Account Number, navigate to Account Settings > Account Profile.

If you've already created an API Key it will be listed on this screen.
If there is no API Key listed, click the Generate new API Key button.
The Account Number (also sometimes called "Account ID") is listed below the API Key

About Aero Workflow#

Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind.

More Ways to Connect Aero Workflow + Slack#

Other Popular Integrations#

Create Appointment with Aero Workflow API on New Direct Message (Instant) from Slack API

Slack + Aero Workflow

Create Appointment with Aero Workflow API on New Mention (Instant) from Slack API

Pipedream makes it easy to connect APIs for Aero Workflow, Slack and 1,600+ other apps remarkably fast.

Trusted by 750,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Should I use the Slack or Slack Bot app on Pipedream?

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