Create Contact with Connectwise PSA API on New Channel Created (Instant) from Slack API

Pipedream makes it easy to connect APIs for Connectwise PSA, Slack and 2,400+ other apps remarkably fast.

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New Channel Created (Instant) from the Slack API

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Create Contact with the Connectwise PSA API

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Getting Started#

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

Select this integration
Configure the New Channel Created (Instant) trigger
1. Connect your Slack account
2. Configure slackApphook
Configure the Create Contact action
1. Connect your Connectwise PSA account
2. Configure First Name
3. Configure Last Name
4. Optional- Configure Email
5. Select one or more Types
6. Optional- Select a Company
7. Optional- Select a Relationship
8. Optional- Select a Department
9. Optional- Configure Phone
10. Optional- Configure Address Line 1
11. Optional- Configure Address Line 2
12. Optional- Configure City
13. Optional- Configure State
14. Optional- Configure Zip
15. Optional- Select a Country
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 Channel Created (Instant) on Slack

Description:Emit new event when a new channel is created.

Version:0.0.7

Key:slack-new-channel-created

View on GitHub

Slack Overview#

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. Once 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";

export default {
  ...common,
  key: "slack-new-channel-created",
  name: "New Channel Created (Instant)",
  version: "0.0.7",
  description: "Emit new event when a new channel is created.",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    // eslint-disable-next-line pipedream/props-description,pipedream/props-label
    slackApphook: {
      type: "$.interface.apphook",
      appProp: "slack",
      async eventNames() {
        return [
          "channel_created",
        ];
      },
    },
  },
  methods: {
    ...common.methods,
    getSummary({ channel: { name } }) {
      return `New channel created - ${name}`;
    },
  },
  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.
	`slackApphook`	`$.interface.apphook`

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 Contact on Connectwise PSA

Description:Creates a new contact in Connectwise. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Contacts/postCompanyContacts)

Version:0.0.1

Key:connectwise_psa-create-contact

View on GitHub

Connectwise PSA Overview#

ConnectWise PSA (Professional Services Automation) API offers a powerful avenue for managing business processes related to technology services. By integrating with ConnectWise PSA via Pipedream, developers can automate complex workflows, synchronize data across various platforms, and enhance operational efficiencies. This API allows for control over modules like service tickets, project management, and account management, essentially streamlining operations and making data management more effective.

Action Code#

import connectwise from "../../connectwise_psa.app.mjs";

export default {
  key: "connectwise_psa-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in Connectwise. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Contacts/postCompanyContacts)",
  version: "0.0.1",
  type: "action",
  props: {
    connectwise,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the contact",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the contact",
      optional: true,
    },
    types: {
      propDefinition: [
        connectwise,
        "contactTypes",
      ],
    },
    company: {
      propDefinition: [
        connectwise,
        "company",
      ],
      optional: true,
    },
    relationship: {
      propDefinition: [
        connectwise,
        "relationship",
      ],
    },
    department: {
      propDefinition: [
        connectwise,
        "department",
      ],
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the contact",
      optional: true,
    },
    address1: {
      type: "string",
      label: "Address Line 1",
      description: "First line of the contact's address",
      optional: true,
    },
    address2: {
      type: "string",
      label: "Address Line 2",
      description: "Second line of the contact's address",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the contact",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State of the contact",
      optional: true,
    },
    zip: {
      type: "string",
      label: "Zip",
      description: "Zip code of the contact",
      optional: true,
    },
    country: {
      propDefinition: [
        connectwise,
        "country",
      ],
    },
  },
  async run({ $ }) {
    const communicationItems = [];
    if (this.email) {
      communicationItems.push({
        value: this.email,
        type: {
          id: 1, // email
        },
      });
    }
    if (this.phone) {
      communicationItems.push({
        value: this.phone,
        type: {
          id: 2, // phone
        },
      });
    }
    const types = this.types.map((type) => ({
      id: type,
    }));
    const response = await this.connectwise.createContact({
      $,
      data: {
        firstName: this.firstName,
        lastName: this.lastName,
        addressLine1: this.address1,
        addressLine2: this.address2,
        city: this.city,
        state: this.state,
        zip: this.zip,
        country: this.country
          ? {
            id: this.country,
          }
          : undefined,
        communicationItems,
        types,
        company: this.company
          ? {
            id: this.company,
          }
          : undefined,
        relationship: this.relationship
          ? {
            id: this.relationship,
          }
          : undefined,
        department: this.department
          ? {
            id: this.department,
          }
          : undefined,
      },
    });
    $.export("$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
Connectwise PSA	`connectwise`	`app`	This component uses the Connectwise PSA app.
First Name	`firstName`	`string`	First name of the contact
Last Name	`lastName`	`string`	Last name of the contact
Email	`email`	`string`	Email address of the contact
Types	`types`	`integer[]`	Select a value from the drop down menu.
Company	`company`	`integer`	Select a value from the drop down menu.
Relationship	`relationship`	`integer`	Select a value from the drop down menu.
Department	`department`	`integer`	Select a value from the drop down menu.
Phone	`phone`	`string`	Phone number of the contact
Address Line 1	`address1`	`string`	First line of the contact's address
Address Line 2	`address2`	`string`	Second line of the contact's address
City	`city`	`string`	City of the contact
State	`state`	`string`	State of the contact
Zip	`zip`	`string`	Zip code of the contact
Country	`country`	`integer`	Select a value from the drop down menu.

Action Authentication#

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

To retrieve your Public and Private Keys,

Navigate to your Connectwise PSA account and sign in
Click the Member menu on the top right.
Go to “My Account” > “API Keys”
Click "+" to create a new Public and Private Key pair. They will be displayed after you hit "Save" icon.
For an alternative method, see the Developer Guide section "Obtaining your keys" > "API MEMBER Only *Recommended for 3rd parties".

Create Contact with Connectwise PSA API on New Channel Created (Instant) from Slack API

Pipedream makes it easy to connect APIs for Connectwise PSA, Slack 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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