Create Contact with Agile CRM API on New Guild Member from Discord Bot API

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Trigger workflow on

New Guild Member from the Discord Bot API

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Create Contact with the Agile CRM API

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Getting Started#

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

Select this integration
Configure the New Guild Member trigger
1. Connect your Discord Bot account
2. Select a Guild
3. Configure timer
Configure the Create Contact action
1. Connect your Agile CRM account
2. Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Company Name
5. Optional- Configure Email
6. Optional- Configure Phone
7. Optional- Configure Custom Fields
8. Optional- Configure Tags
9. Optional- Configure Score
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 Guild Member on Discord Bot

Description:Emit new event for every member added to a guild. [See docs here](https://discord.com/developers/docs/resources/guild#list-guild-members)

Version:0.1.4

Key:discord_bot-new-guild-member

View on GitHub

Discord Bot Overview#

The Pipedream Discord app enables you to build event-driven workflows that interact with the Discord API. When you authorize the Pipedream app's access to your guilds, you can use Pipedream workflows to perform common Discord actions, or write your own code against the Discord API.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import common from "../common.mjs";

export default {
  ...common,
  key: "discord_bot-new-guild-member",
  name: "New Guild Member",
  description: "Emit new event for every member added to a guild. [See docs here](https://discord.com/developers/docs/resources/guild#list-guild-members)",
  type: "source",
  dedupe: "unique",
  version: "0.1.4",
  props: {
    ...common.props,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  async run({ $ }) {
    const { guildId } = this;
    const params = {
      limit: 100,
      after: this._getLastMemberID(),
    };

    while (true) {
      const members = await this.discord.getGuildMembers({
        $,
        guildId,
        params,
      });

      if (members.length === 0) {
        return;
      }

      for (const member of members) {
        const {
          user,
          joined_at: joinedAt,
        } = member;

        params.after = user.id;
        if (user.bot) continue;

        this.$emit(member, {
          summary: `New member: ${user.username}`,
          id: user.id,
          ts: Date.parse(joinedAt),
        });
      }

      this._setLastMemberID(params.after);
    }
  },
};

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
Discord Bot	`discord`	`app`	This component uses the Discord Bot app.
Guild	`guildId`	`string`	Select a value from the drop down menu.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

This app allows you to use the Discord API using your own Discord bot. If you don't want to use a custom bot, and you just need to use the Discord API, exit this screen and use the Discord app, instead.

If you want to use your own Discord bot, but haven't created one yet, see these instructions or watch this video. You'll need to add this bot to your server(s) to make successful API requests.

Once you've created your bot, you'll find the Bot token within the Bot section of your app. Enter that token below.

About Discord Bot#

Use this app to interact with the Discord API using a bot in your account

Action#

Create Contact on Agile CRM

Description:Create a new contact in Agile CRM. [See the documentation](https://github.com/agilecrm/rest-api#13-creating-a-contact)

Version:0.0.3

Key:agile_crm-create-contact

View on GitHub

Agile CRM Overview#

Agile CRM provides an API that lets developers build a wide range of
applications and integrations with the Agile CRM platform. Here are some
examples of what you can build using the Agile CRM API:

A custom application or integration with your existing systems
A contact management system
A lead management system
A sales CRM
A marketing automation tool
An appointment scheduling system
A live chat system

Action Code#

import agileCrm from "../../agile_crm.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "agile_crm-create-contact",
  name: "Create Contact",
  description: "Create a new contact in Agile CRM. [See the documentation](https://github.com/agilecrm/rest-api#13-creating-a-contact)",
  version: "0.0.3",
  type: "action",
  props: {
    agileCrm,
    firstName: {
      propDefinition: [
        agileCrm,
        "firstName",
      ],
      optional: false,
    },
    lastName: {
      propDefinition: [
        agileCrm,
        "lastName",
      ],
    },
    company: {
      propDefinition: [
        agileCrm,
        "companyName",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        agileCrm,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        agileCrm,
        "phone",
      ],
    },
    customFields: {
      propDefinition: [
        agileCrm,
        "customFields",
      ],
    },
    tags: {
      propDefinition: [
        agileCrm,
        "tags",
      ],
      optional: true,
    },
    score: {
      propDefinition: [
        agileCrm,
        "score",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      firstName,
      lastName,
      company,
      email,
      phone,
      customFields,
      score,
    } = this;

    let tags;
    if (this.tags?.length) {
      tags = Array.isArray(this.tags)
        ? this.tags
        : JSON.parse(this.tags);
    }

    const data = {
      tags,
      lead_score: score,
      properties: [
        {
          type: "SYSTEM",
          name: "first_name",
          value: firstName,
        },
        {
          type: "SYSTEM",
          name: "last_name",
          value: lastName || "",
        },
        {
          type: "SYSTEM",
          name: "company",
          value: company || "",
        },
        {
          type: "SYSTEM",
          name: "email",
          value: email || "",
        },
        {
          name: "phone",
          value: phone || "",
        },
        ...utils.getCustomFieldsProperties(customFields),
      ],
    };

    const response = await this.agileCrm.createContact({
      data,
      $,
    });

    $.export("$summary", `Successfully created contact 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
Agile CRM	`agileCrm`	`app`	This component uses the Agile CRM app.
First Name	`firstName`	`string`	The contact's first name
Last Name	`lastName`	`string`	The contact's last name
Company Name	`company`	`string`	Name of the company
Email	`email`	`string`	The contact's email address
Phone	`phone`	`string`	The contact's phone number
Custom Fields	`customFields`	`string[]`	Please provide a JSON structure like this per row: `{"name": "Field Name", "value": "Field Value"}`
Tags	`tags`	`string[]`	The tags to add to the specified contact
Score	`score`	`integer`	Amount to add to contact score. If you want to decrease the existing score, then use negative values for the score parameter.

Action Authentication#

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

You may access the API Key from Admin Settings -> API & Analytics -> API Key.
Your username is the email address you use to log into Agile CRM.
If your Agile CRM URL is https://12345678.agilecrm.com/, your domain is 12345678.

About Agile CRM#

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

More Ways to Connect Agile CRM + Discord Bot#

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Create Contact with Agile CRM API on New Guild Member from Discord Bot API

Pipedream makes it easy to connect APIs for Agile CRM, Discord Bot and 2,000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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