← Slack + Aero Workflow integrations

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

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Trigger workflow on
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.

  1. Select this integration
  2. 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
  3. 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
  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 username or specific keyword is mentioned in a channel
Version:1.0.15
Key:slack-new-mention

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.
LabelPropTypeDescription
SlackslackappThis component uses the Slack app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Channelsconversationsstring[]Select a value from the drop down menu.
slackApphook$.interface.apphook
Keywordkeywordstring

Keyword to monitor

Is UsernameisUsernameboolean

Filters out mentions of the keyword that are not a username

Ignore BotsignoreBotboolean

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

Description:Creates an appointment [See the docs here](https://api.aeroworkflow.com/swagger/index.html)
Version:0.0.1
Key:aero_workflow-create-appointment

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.

LabelPropTypeDescription
Aero WorkflowappappThis component uses the Aero Workflow app.
Assigned ToassignedTostringSelect a value from the drop down menu.
Aero TypeaeroTypestringSelect a value from the drop down menu.
ContactcontactstringSelect a value from the drop down menu.
CompanycompanystringSelect a value from the drop down menu.
ProjectfullProjectNamestringSelect a value from the drop down menu.
HathatstringSelect a value from the drop down menu.
Scheduled Start DatescheduledStartDatestring

Scheduled start date. Must be in ISO format, e.g. 2023-03-30T11:35:07.983Z

Scheduled Total HoursscheduledTotalHoursinteger

Scheduled total hours, max 24

Scheduled HoursscheduledHoursinteger

Scheduled hours, max 23

Scheduled MinutesscheduledMinutesinteger

Scheduled minutes, max 59

Subjectsubjectstring

Subject

PriorityprioritystringSelect a value from the drop down menu:elevatedcriticalnormal
Due DatedueDatestring

Due date. Must be in ISO format, e.g. 2023-03-30T11:35:07.983Z

StatusstatusstringSelect a value from the drop down menu:inprogressnotstartedcanceledcompleted
Descriptiondescriptionstring

Description

Billablebillableboolean

Is billable

Fixed FeefixedFeeboolean

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.

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