Create Company with Aero Workflow API on New Message In Channels (Instant) from Slack API

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New Message In Channels (Instant) from the Slack API

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Create Company 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 Message In Channels (Instant) trigger
1. Connect your Slack account
2. Optional- Select one or more Channels
3. Configure slackApphook
4. Optional- Configure Resolve Names
5. Optional- Configure Ignore Bots
6. Optional- Configure Ignore replies in threads
Configure the Create Company action
1. Connect your Aero Workflow account
2. Configure Company Name
3. Optional- Configure Default Email Address
4. Optional- Configure Phone
5. Optional- Configure Website
6. Optional- Configure Account Number
7. Optional- Configure Fax
8. Optional- Configure Hourly Billable Rate
9. Optional- Configure Monthly Fixed Fee
10. Optional- Configure Contact First Name
11. Optional- Configure Contact Last Name
12. Optional- Configure Company Address Line 1
13. Optional- Configure Company Line 2
14. Optional- Configure Company Line 3
15. Optional- Configure City (Address)
16. Optional- Configure State (Address)
17. Optional- Configure Postal Code (Address)
18. Optional- Configure Country (Address)
19. Optional- Configure Notes
20. Optional- Configure Is Lead
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 Message In Channels (Instant) on Slack

Description:Emit new event when a new message is posted to one or more channels

Version:1.0.14

Key:slack-new-message-in-channels

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

export default {
  ...common,
  key: "slack-new-message-in-channels",
  name: "New Message In Channels (Instant)",
  version: "1.0.14",
  description: "Emit new event when a new message is posted to one or more channels",
  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: "$.interface.apphook",
      appProp: "slack",
      async eventNames() {
        return this.conversations || [
          "message",
        ];
      },
    },
    resolveNames: {
      propDefinition: [
        common.props.slack,
        "resolveNames",
      ],
    },
    ignoreBot: {
      propDefinition: [
        common.props.slack,
        "ignoreBot",
      ],
    },
    ignoreThreads: {
      type: "boolean",
      label: "Ignore replies in threads",
      description: "Ignore replies to messages in threads",
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getSummary() {
      return "New message in channel";
    },
    async processEvent(event) {
      if (event.type !== "message") {
        console.log(`Ignoring event with unexpected type "${event.type}"`);
        return;
      }
      if (event.subtype && !constants.ALLOWED_MESSAGE_IN_CHANNEL_SUBTYPES.includes(event.subtype)) {
        // 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!!
        console.log("Ignoring message with subtype.");
        return;
      }
      if ((this.ignoreBot) && (event.subtype == "bot_message" || event.bot_id)) {
        return;
      }
      console.log(event.s);
      // There is no thread message type only the thread_ts field
      // indicates if the message is part of a thread in the event.
      if (this.ignoreThreads && event.thread_ts) {
        console.log("Ignoring reply in thread");
        return;
      }
      if (this.resolveNames) {
        if (event.user) {
          event.user_id = event.user;
          event.user = await this.getUserName(event.user);
        } else if (event.bot_id) {
          event.bot = await this.getBotName(event.bot_id);
        }
        event.channel_id = event.channel;
        event.channel = await this.getConversationName(event.channel);
        if (event.team) {
          event.team_id = event.team;
          event.team = await this.getTeamName(event.team);
        }
      }
      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.
Channels	`conversations`	`string[]`	Select a value from the drop down menu.
	`slackApphook`	`$.interface.apphook`
Resolve Names	`resolveNames`	`boolean`	Instead of returning `channel`, `team`, and `user` as IDs, return their human-readable names.
Ignore Bots	`ignoreBot`	`boolean`	Ignore messages from bots
Ignore replies in threads	`ignoreThreads`	`boolean`	Ignore replies to messages in threads

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 Company on Aero Workflow

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

Version:0.0.1

Key:aero_workflow-create-company

View on GitHub

Aero Workflow Overview#

The Aero Workflow API enables the automation of task management and workflow optimization for professional service firms. Using Pipedream, you can harness this API to create powerful automations that streamline the tasks and procedures within your business. This can significantly reduce manual input, error rates, and increase overall efficiency.

Action Code#

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

export default {
  key: "aero_workflow-create-company",
  version: "0.0.1",
  type: "action",
  name: "Create Company",
  description: "Creates a company [See the docs here](https://api.aeroworkflow.com/swagger/index.html)",
  props: {
    app,
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Company name",
    },
    defaultEmailAddress: {
      type: "string",
      label: "Default Email Address",
      description: "Default email address",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "Website",
      optional: true,
    },
    accountNumber: {
      type: "string",
      label: "Account Number",
      description: "Account number",
      optional: true,
    },
    fax: {
      type: "string",
      label: "Fax",
      description: "Fax",
      optional: true,
    },
    hourlyBillableRate: {
      type: "integer",
      label: "Hourly Billable Rate",
      description: "Hourly billable rate",
      optional: true,
    },
    monthlyFixedFee: {
      type: "integer",
      label: "Monthly Fixed Fee",
      description: "Monthly fixed fee",
      optional: true,
    },
    contactFirstName: {
      type: "string",
      label: "Contact First Name",
      description: "Contact first name",
      optional: true,
    },
    contactLastName: {
      type: "string",
      label: "Contact Last Name",
      description: "Contact last name",
      optional: true,
    },
    addressLine1: {
      type: "string",
      label: "Company Address Line 1",
      description: "Address line 1",
      optional: true,
    },
    addressLine2: {
      type: "string",
      label: "Company Line 2",
      description: "Address line 2",
      optional: true,
    },
    addressLine3: {
      type: "string",
      label: "Company Line 3",
      description: "Address line 3",
      optional: true,
    },
    addressCity: {
      type: "string",
      label: "City (Address)",
      description: "Address city",
      optional: true,
    },
    addressState: {
      type: "string",
      label: "State (Address)",
      description: "Address state",
      optional: true,
    },
    addressPostalCode: {
      type: "string",
      label: "Postal Code (Address)",
      description: "Address postal code",
      optional: true,
    },
    addressCountry: {
      type: "string",
      label: "Country (Address)",
      description: "Address country",
      optional: true,
    },
    notes: {
      type: "string",
      label: "Notes",
      description: "Company notes",
      optional: true,
    },
    isLead: {
      type: "boolean",
      label: "Is Lead",
      description: "Set true if it is a lead",
      optional: true,
    },
  },
  async run ({ $ }) {
    const pairs = {
      companyName: "name",
    };
    const data = utils.extractProps(this, pairs);
    const resp = await this.app.createCompany({
      $,
      data,
    });
    $.export("$summary", `The company(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.
Company Name	`companyName`	`string`	Company name
Default Email Address	`defaultEmailAddress`	`string`	Default email address
Phone	`phone`	`string`	Phone
Website	`website`	`string`	Website
Account Number	`accountNumber`	`string`	Account number
Fax	`fax`	`string`	Fax
Hourly Billable Rate	`hourlyBillableRate`	`integer`	Hourly billable rate
Monthly Fixed Fee	`monthlyFixedFee`	`integer`	Monthly fixed fee
Contact First Name	`contactFirstName`	`string`	Contact first name
Contact Last Name	`contactLastName`	`string`	Contact last name
Company Address Line 1	`addressLine1`	`string`	Address line 1
Company Line 2	`addressLine2`	`string`	Address line 2
Company Line 3	`addressLine3`	`string`	Address line 3
City (Address)	`addressCity`	`string`	Address city
State (Address)	`addressState`	`string`	Address state
Postal Code (Address)	`addressPostalCode`	`string`	Address postal code
Country (Address)	`addressCountry`	`string`	Address country
Notes	`notes`	`string`	Company notes
Is Lead	`isLead`	`boolean`	Set true if it is a lead

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#

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Slack + Aero Workflow

Create Company with Aero Workflow API on New Message In Channels (Instant) from Slack API

Pipedream makes it easy to connect APIs for Aero Workflow, Slack and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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