Create Company with Pipeline API on New Message Sent from WhatsApp Business API

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New Message Sent from the WhatsApp Business API

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Create Company with the Pipeline API

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Getting Started#

This integration creates a workflow with a WhatsApp Business trigger and Pipeline 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 Sent trigger
1. Connect your WhatsApp Business account
Configure the Create Company action
1. Connect your Pipeline account
2. Optional- Select a User ID
3. Configure Name
4. Optional- Configure Email
5. Optional- Configure Website
6. Optional- Configure Address1
7. Optional- Configure Address2
8. Optional- Configure City
9. Optional- Configure State
10. Optional- Configure Postal Code
11. Optional- Configure Country
12. Optional- Configure Phone
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 Sent on WhatsApp Business

Description:Emit new event when a new message is sent or received. A Webhook subscribed to field "messages" must be set up from the App Dashboard of your [Facebook Developer Account](https://developers.facebook.com/). See [documentation](https://developers.facebook.com/docs/graph-api/webhooks/getting-started#configure-webhooks-product) for more information about Webhook setup.

Version:0.0.4

Key:whatsapp_business-new-message-sent

View on GitHub

WhatsApp Business Overview#

The WhatsApp Business API on Pipedream is a powerful avenue for automating interactions with customers on WhatsApp. You can send messages, set up automated responses, and manage conversations on a large scale. With Pipedream's serverless platform, you can create workflows that trigger from various events and connect WhatsApp Business with numerous other apps to automate tasks, notify teams, sync data, and more, all without managing infrastructure.

Trigger Code#

import whatsapp from "../../whatsapp_business.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "whatsapp_business-new-message-sent",
  name: "New Message Sent",
  description: "Emit new event when a new message is sent or received. A Webhook subscribed to field \"messages\" must be set up from the App Dashboard of your [Facebook Developer Account](https://developers.facebook.com/). See [documentation](https://developers.facebook.com/docs/graph-api/webhooks/getting-started#configure-webhooks-product) for more information about Webhook setup.",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  props: {
    whatsapp,
    db: "$.service.db",
    httpInterface: {
      type: "$.interface.http",
      customResponse: true,
    },
  },
  methods: {
    _getChallengeToken() {
      return this.db.get("challengeToken");
    },
    _setChallengeToken(challengeToken) {
      this.db.set("challengeToken", challengeToken);
    },
  },
  async run(event) {
    const {
      body, query,
    } = event;
    if (query["hub.challenge"]) {
      this._setChallengeToken(query["hub.challenge"]);
    }
    const challengeToken = this._getChallengeToken();

    this.httpInterface.respond({
      status: "200",
      body: challengeToken,
      headers: {
        "content-type": "application/json",
      },
    });

    if (!body) {
      return;
    }

    const entries = body?.entry || [];
    for (const entry of entries) {
      if (entry.changes && entry.changes?.length > 0) {
        const status = entry?.changes[0]?.value?.statuses
          ? entry?.changes[0]?.value?.statuses[0]?.status
          : null;
        if (status && status !== "sent") {
          continue;
        }
      }
      this.$emit(entry, {
        id: Date.now(),
        summary: "New Message Sent",
        ts: Date.now(),
      });
    }
  },
  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
WhatsApp Business	`whatsapp`	`app`	This component uses the WhatsApp Business app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`httpInterface`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.

Trigger Authentication#

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

To connect your WhatsApp Business Cloud account to Pipedream, follow the steps below to find your Business Account ID and your Permanent Access Token.

For additional info on setting up a WhatsApp Business account, refer to their getting started docs.

About WhatsApp Business#

WhatsApp Business products support businesses from large to small. Engage audiences, accelerate sales and drive better customer support outcomes on the platform with more than 2 billion users around the world.

Action#

Create Company on Pipeline

Description:Creates a new company in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Companies/paths/~1companies/post)

Version:0.0.1

Key:pipeline-create-company

View on GitHub

Pipeline Overview#

The Pipeline API on Pipedream enables you to design robust automations that streamline your sales and engagement processes. By leveraging this API, you can programmatically manage your sales pipeline, track email interactions, and book meetings automatically. Create triggers based on email events, update deals based on customer actions, or sync your sales data with other platforms for deeper analysis. With Pipedream's serverless architecture, you can create workflows that respond in real-time, ensuring your sales team has the freshest information at their fingertips.

Action Code#

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

export default {
  name: "Create Company",
  key: "pipeline-create-company",
  description: "Creates a new company in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Companies/paths/~1companies/post)",
  version: "0.0.1",
  type: "action",
  props: {
    pipeline,
    ownerId: {
      propDefinition: [
        pipeline,
        "userId",
      ],
    },
    name: {
      propDefinition: [
        pipeline,
        "name",
      ],
      description: "The name of the company",
    },
    email: {
      propDefinition: [
        pipeline,
        "email",
      ],
      description: "The email address the company",
    },
    website: {
      propDefinition: [
        pipeline,
        "website",
      ],
    },
    address1: {
      propDefinition: [
        pipeline,
        "address1",
      ],
    },
    address2: {
      propDefinition: [
        pipeline,
        "address2",
      ],
    },
    city: {
      propDefinition: [
        pipeline,
        "city",
      ],
    },
    state: {
      propDefinition: [
        pipeline,
        "state",
      ],
    },
    postalCode: {
      propDefinition: [
        pipeline,
        "postalCode",
      ],
    },
    country: {
      propDefinition: [
        pipeline,
        "country",
      ],
    },
    phone: {
      propDefinition: [
        pipeline,
        "phone",
      ],
      description: "Primary business number",
    },
  },
  async run({ $ }) {
    const data = {
      company: {
        owner_id: this.ownerId,
        name: this.name,
        email: this.email,
        web: this.website,
        address_1: this.address1,
        address_2: this.address2,
        city: this.city,
        state: this.state,
        postal_code: this.postalCode,
        country: this.country,
        phone1: this.phone,
      },
    };

    const response = await this.pipeline.createCompany({
      data,
      $,
    });

    $.export("$summary", `Successfully created Company 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
Pipeline	`pipeline`	`app`	This component uses the Pipeline app.
User ID	`ownerId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	The name of the company
Email	`email`	`string`	The email address the company
Website	`website`	`string`	The company's website
Address1	`address1`	`string`	First line of business address
Address2	`address2`	`string`	Second line of business address
City	`city`	`string`	Business address city
State	`state`	`string`	Business address state
Postal Code	`postalCode`	`string`	Business address postal code
Country	`country`	`string`	Business address country
Phone	`phone`	`string`	Primary business number

Action Authentication#

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

To get your API Key, sign in to your Pipeline account, then Account Settings -> API Integrations -> View API Keys.

About Pipeline#

Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.

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Popular Triggers#

New Message Sent from the WhatsApp Business API

Emit new event when a new message is sent or received. A Webhook subscribed to field "messages" must be set up from the App Dashboard of your Facebook Developer Account. See documentation for more information about Webhook setup.

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New Company Created from the Pipeline API

Emit new event when a new company is created in your Pipeline account.

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New Deal Created from the Pipeline API

Emit new event when a new deal is created in your Pipeline account.

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New Person Created from the Pipeline API

Emit new event when a new person is created in your Pipeline account.

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