Create Contact with Clientify API on New Message (Instant) from Discord API

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Trigger workflow on

New Message (Instant) from the Discord API

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Create Contact with the Clientify API

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Getting Started#

This integration creates a workflow with a Discord trigger and Clientify 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 (Instant) trigger
1. Connect your Discord account
2. Configure Channels
3. Configure discordApphook
Configure the Create Contact action
1. Connect your Clientify account
2. Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Email
5. Optional- Configure Phone
6. Optional- Select a Status
7. Optional- Configure Title
8. Optional- Configure Company
9. Optional- Configure Contact Type
10. Optional- Configure Contact Source
11. Optional- Select a Address Type
12. Optional- Configure Street
13. Optional- Configure City
14. Optional- Configure State
15. Optional- Configure Country
16. Optional- Configure Postal Code
17. Optional- Configure Custom Fields
18. Optional- Configure Description
19. Optional- Configure Remarks
20. Optional- Configure Summary
21. Optional- Configure Message
22. Optional- Configure Last Contact
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 (Instant) on Discord

Description:Emit new event for each message posted to one or more channels in a Discord server

Version:1.0.3

Key:discord-new-message

View on GitHub

Discord Overview#

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Trigger Code#

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

export default {
  type: "source",
  key: "discord-new-message",
  name: "New Message (Instant)",
  description: "Emit new event for each message posted to one or more channels in a Discord server",
  version: "1.0.3",

  dedupe: "unique",
  props: {
    discord,
    channels: {
      type: "$.discord.channel[]",
      appProp: "discord",
      label: "Channels",
      description: "Select the channel(s) you'd like to be notified for",
    },
    // eslint-disable-next-line pipedream/props-label,pipedream/props-description
    discordApphook: {
      type: "$.interface.apphook",
      appProp: "discord",
      async eventNames() {
        return this.channels || [];
      },
    },
  },
  async run(event) {
    if (event.guildID != this.discord.$auth.guild_id) {
      return;
    }
    this.$emit(event, {
      id: event.id,
    });
  },
  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
Discord	`discord`	`app`	This component uses the Discord app.
Channels	`channels`	`$.discord.channel[]`	Select the channel(s) you'd like to be notified for
	`discordApphook`	`$.interface.apphook`

Trigger Authentication#

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

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

botemailidentifyguilds

About Discord#

Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.

Action#

Create Contact on Clientify

Description:Create a new contact. [See the documentation](https://developer.clientify.com/#8c678e88-4315-4470-a072-d6b659ace6e8)

Version:0.0.1

Key:clientify-create-contact

View on GitHub

Clientify Overview#

The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.

Action Code#

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

export default {
  key: "clientify-create-contact",
  name: "Create Contact",
  version: "0.0.1",
  description: "Create a new contact. [See the documentation](https://developer.clientify.com/#8c678e88-4315-4470-a072-d6b659ace6e8)",
  type: "action",
  props: {
    clientify,
    firstName: {
      propDefinition: [
        clientify,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        clientify,
        "lastName",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        clientify,
        "email",
      ],
      optional: true,
    },
    phone: {
      propDefinition: [
        clientify,
        "phone",
      ],
      optional: true,
    },
    status: {
      propDefinition: [
        clientify,
        "status",
      ],
      optional: true,
    },
    title: {
      propDefinition: [
        clientify,
        "title",
      ],
      optional: true,
    },
    company: {
      propDefinition: [
        clientify,
        "company",
      ],
      optional: true,
    },
    contactType: {
      propDefinition: [
        clientify,
        "contactType",
      ],
      optional: true,
    },
    contactSource: {
      propDefinition: [
        clientify,
        "contactSource",
      ],
      optional: true,
    },
    addressType: {
      propDefinition: [
        clientify,
        "addressType",
      ],
      optional: true,
    },
    street: {
      propDefinition: [
        clientify,
        "street",
      ],
      optional: true,
    },
    city: {
      propDefinition: [
        clientify,
        "city",
      ],
      optional: true,
    },
    state: {
      propDefinition: [
        clientify,
        "state",
      ],
      optional: true,
    },
    country: {
      propDefinition: [
        clientify,
        "country",
      ],
      optional: true,
    },
    postalCode: {
      propDefinition: [
        clientify,
        "postalCode",
      ],
      optional: true,
    },
    customFields: {
      propDefinition: [
        clientify,
        "customFields",
      ],
      optional: true,
    },
    description: {
      propDefinition: [
        clientify,
        "description",
      ],
      optional: true,
    },
    remarks: {
      propDefinition: [
        clientify,
        "remarks",
      ],
      optional: true,
    },
    summary: {
      propDefinition: [
        clientify,
        "summary",
      ],
      optional: true,
    },
    message: {
      propDefinition: [
        clientify,
        "message",
      ],
      optional: true,
    },
    lastContact: {
      propDefinition: [
        clientify,
        "lastContact",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      firstName,
      lastName,
      contactType,
      contactSource,
      addressType,
      street,
      city,
      state,
      country,
      postalCode,
      customFields,
      lastContact,
      ...data
    } = this;

    const response = await this.clientify.createContact({
      $,
      data: {
        ...data,
        first_name: firstName,
        last_name: lastName,
        contact_type: contactType,
        contact_source: contactSource,
        address: [
          {
            street,
            city,
            state,
            country,
            postal_code: postalCode,
            type: addressType,
          },
        ],
        custom_fields: customFields && Object.keys(customFields).map((key) => ({
          field: key,
          value: customFields[key],
        })),
        last_contact: lastContact,
      },
    });

    $.export("$summary", `A new contact with Id: ${response.id} was successfully created!`);
    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
Clientify	`clientify`	`app`	This component uses the Clientify app.
First Name	`firstName`	`string`	Contact's first name.
Last Name	`lastName`	`string`	Contact's last name.
Email	`email`	`string`	Contact's email.
Phone	`phone`	`string`	Contact's phone.
Status	`status`	`string`	Select a value from the drop down menu:`{ "label": "Visitor", "value": "visitor" }{ "label": "Not Qualified Lead", "value": "not-qualified-lead" }{ "label": "Cold Lead", "value": "cold-lead" }{ "label": "Warm Lead", "value": "warm-lead" }{ "label": "Hot Lead", "value": "hot-lead" }{ "label": "Lost Lead", "value": "lost-lead" }{ "label": "In Deal", "value": "in-deal" }{ "label": "Customer", "value": "client" }{ "label": "Lost Customer", "value": "lost-client" }{ "label": "Other", "value": "other" }`
Title	`title`	`string`	Contact's title.
Company	`company`	`string`	Contact's company name.
Contact Type	`contactType`	`string`	Contact type.
Contact Source	`contactSource`	`string`	Contact source.
Address Type	`addressType`	`integer`	Select a value from the drop down menu:`{ "label": "Work", "value": 1 }{ "label": "Home", "value": 2 }{ "label": "Billing", "value": 3 }{ "label": "Other", "value": 4 }{ "label": "Main", "value": 5 }`
Street	`street`	`string`	The address' street.
City	`city`	`string`	The address' city.
State	`state`	`string`	The address' state.
Country	`country`	`string`	The address' country.
Postal Code	`postalCode`	`string`	The address' postal code.
Custom Fields	`customFields`	`object`	Contact's custom fields.
Description	`description`	`string`	Contact's decription.
Remarks	`remarks`	`string`	Contact's remarks.
Summary	`summary`	`string`	Contact's summary.
Message	`message`	`string`	Message text to be shown in the contact wall.
Last Contact	`lastContact`	`string`	Last contact date. Format: `YYYY-MM-DDThh:mm[:ss[.uuuuuu]][+HH:MM\|-HH:MM\|Z]`

Create Contact with Clientify API on New Message (Instant) from Discord API

Pipedream makes it easy to connect APIs for Clientify, Discord 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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