Create Channel with Microsoft Teams API on Updated Person from Pipedrive API

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Trigger workflow on

Updated Person from the Pipedrive API

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Create Channel with the Microsoft Teams API

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Getting Started#

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

Select this integration
Configure the Updated Person trigger
1. Connect your Pipedrive account
2. Configure Polling schedule
Configure the Create Channel action
1. Connect your Microsoft Teams account
2. Select a Team
3. Configure Display Name
4. Configure Description
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#

Updated Person on Pipedrive

Description:Emit new event when a person is updated.

Version:0.0.5

Key:pipedrive-updated-person

View on GitHub

Pipedrive Overview#

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Trigger Code#

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

export default {
  ...common,
  key: "pipedrive-updated-person",
  name: "Updated Person",
  description: "Emit new event when a person is updated.",
  version: "0.0.5",
  type: "source",
  dedupe: "greatest",
  methods: {
    ...common.methods,
    getFieldsFn() {
      return this.app.getPersonFields;
    },
    getResourceFn() {
      return this.app.getPersons;
    },
    getResourceFnArgs() {
      return {
        filter_id: this.getFilterId(),
        sort: `${this.getFieldKey()} DESC, id DESC`,
      };
    },
    getFieldKey() {
      return constants.FIELD.UPDATE_TIME;
    },
    getEventObject() {
      return constants.EVENT_OBJECT.PERSON;
    },
    getEventAction() {
      return constants.EVENT_ACTION.UPDATED;
    },
    getMetaId(resource) {
      return this.getTimestamp(resource);
    },
    getTimestamp(resource) {
      return Date.parse(resource.update_time);
    },
    getFilterArgs({
      fieldId, value = "3_months_ago",
    } = {}) {
      return {
        type: constants.FILTER_TYPE.PEOPLE,
        name: "Pipedream: Persons updated later than specific value",
        conditions: this.getConditions({
          fieldId,
          value,
        }),
      };
    },
  },
};

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
Pipedrive	`app`	`app`	This component uses the Pipedrive app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the Pipedrive API

Trigger Authentication#

Pipedrive uses OAuth authentication. When you connect your Pipedrive account, Pipedream will open a popup window where you can sign into Pipedrive and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Pipedrive API.

Pipedream requests the following authorization scopes when you connect your account:

About Pipedrive#

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

Action#

Create Channel on Microsoft Teams

Description:Create a new channel in Microsoft Teams. [See the docs here](https://docs.microsoft.com/en-us/graph/api/channel-post?view=graph-rest-1.0&tabs=http)

Version:0.0.7

Key:microsoft_teams-create-channel

View on GitHub

Microsoft Teams Overview#

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Action Code#

import microsoftTeams from "../../microsoft_teams.app.mjs";

export default {
  key: "microsoft_teams-create-channel",
  name: "Create Channel",
  description: "Create a new channel in Microsoft Teams. [See the docs here](https://docs.microsoft.com/en-us/graph/api/channel-post?view=graph-rest-1.0&tabs=http)",
  type: "action",
  version: "0.0.7",
  props: {
    microsoftTeams,
    teamId: {
      propDefinition: [
        microsoftTeams,
        "team",
      ],
    },
    displayName: {
      propDefinition: [
        microsoftTeams,
        "channelDisplayName",
      ],
    },
    description: {
      propDefinition: [
        microsoftTeams,
        "channelDescription",
      ],
    },
  },
  async run({ $ }) {
    const {
      teamId,
      displayName,
      description,
    } = this;

    const response =
      await this.microsoftTeams.createChannel({
        teamId,
        content: {
          displayName,
          description,
        },
      });

    $.export("$summary", `Successfully created channel ${displayName}`);

    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
Microsoft Teams	`microsoftTeams`	`app`	This component uses the Microsoft Teams app.
Team	`teamId`	`string`	Select a value from the drop down menu.
Display Name	`displayName`	`string`	Display name of the channel
Description	`description`	`string`	Description of the channel

Action Authentication#

Microsoft Teams uses OAuth authentication. When you connect your Microsoft Teams account, Pipedream will open a popup window where you can sign into Microsoft Teams and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Microsoft Teams API.

Pipedream requests the following authorization scopes when you connect your account:

User.Reademailoffline_accessopenidprofileChat.ReadChat.ReadWriteChatMessage.SendChannel.ReadBasic.AllChannelMessage.Read.AllChannelMessage.SendTeam.ReadBasic.AllSchedule.Read.All

About Microsoft Teams#

Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

More Ways to Connect Microsoft Teams + Pipedrive#

Other Popular Integrations#

Create Channel with Microsoft Teams API on New Deal from Pipedrive API

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Create Channel with Microsoft Teams API on Updated Person from Pipedrive API

Pipedream makes it easy to connect APIs for Microsoft Teams, Pipedrive 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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