Create Contact with Solve CRM API on New Channel from Microsoft Teams API

Pipedream makes it easy to connect APIs for Solve CRM, Microsoft Teams and 2,900+ other apps remarkably fast.

Trigger workflow on

New Channel from the Microsoft Teams API

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Create Contact with the Solve CRM API

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Getting Started#

This integration creates a workflow with a Microsoft Teams trigger and Solve 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 Channel trigger
1. Connect your Microsoft Teams account
2. Configure timer
3. Select a Team
Configure the Create Contact action
1. Connect your Solve CRM account
2. Optional- Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Business Email
5. Optional- Configure Personal Email
6. Optional- Configure Mobile Phone
7. Optional- Configure Business Phone
8. Optional- Configure Business Address
9. Optional- Configure Home Address
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 on Microsoft Teams

Description:Emit new event when a new channel is created within a team. [See the documentation](https://learn.microsoft.com/en-us/graph/api/team-list-allchannels?view=graph-rest-1.0&tabs=http)

Version:0.0.13

Key:microsoft_teams-new-channel

View on GitHub

Microsoft Teams Overview#

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Trigger Code#

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

export default {
  ...base,
  key: "microsoft_teams-new-channel",
  name: "New Channel",
  description: "Emit new event when a new channel is created within a team. [See the documentation](https://learn.microsoft.com/en-us/graph/api/team-list-allchannels?view=graph-rest-1.0&tabs=http)",
  version: "0.0.13",
  type: "source",
  dedupe: "unique",
  props: {
    ...base.props,
    team: {
      propDefinition: [
        base.props.microsoftTeams,
        "team",
      ],
    },
  },
  methods: {
    ...base.methods,
    async getResources(lastCreated, tsField) {
      return this.getNewPaginatedResources(
        this.microsoftTeams.listChannels,
        {
          teamId: this.team,
        },
        lastCreated,
        tsField,
      );
    },
    generateMeta(channel) {
      return {
        id: channel.id,
        summary: channel.displayName,
        ts: Date.parse(channel.createdDateTime),
      };
    },
  },
};

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
Microsoft Teams	`microsoftTeams`	`app`	This component uses the Microsoft Teams app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Team	`team`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

User.Reademailoffline_accessopenidprofileChat.ReadChat.ReadWriteChatMessage.SendChannel.ReadBasic.AllChannelMessage.Read.AllChannelMessage.SendTeam.ReadBasic.AllSchedule.Read.AllOnlineMeetings.ReadWrite

About Microsoft Teams#

Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

Action#

Create Contact on Solve CRM

Description:Create a new contact. [See the docs here](https://solve360.com/api/contacts/)

Version:0.0.2

Key:solve_crm-create-contact

View on GitHub

Solve CRM Overview#

The Solve CRM API offers a variety of endpoints to manage customer relationships and sales processes programmatically. It enables users to create, read, update, and delete customer data, manage projects, track email communication, and automate workflows involving contacts and companies. Pipedream harnesses this power, allowing you to connect Solve CRM with a myriad of other apps and services to streamline sales pipelines, enhance customer engagement, and automate routine tasks.

Action Code#

import solveCrm from "../../solve_crm.app.mjs";

export default {
  key: "solve_crm-create-contact",
  name: "Create Contact",
  description: "Create a new contact. [See the docs here](https://solve360.com/api/contacts/)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    solveCrm,
    firstname: {
      type: "string",
      label: "First Name",
      description: "First name of the contact",
      optional: true,
    },
    lastname: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact",
      optional: true,
    },
    businessemail: {
      type: "string",
      label: "Business Email",
      description: "Business email of the contact",
      optional: true,
    },
    personalemail: {
      type: "string",
      label: "Personal Email",
      description: "Personal email of the contact",
      optional: true,
    },
    cellularphone: {
      type: "string",
      label: "Mobile Phone",
      description: "Mobile phone number of the contact",
      optional: true,
    },
    businessphonedirect: {
      type: "string",
      label: "Business Phone",
      description: "Business phone number of the contact",
      optional: true,
    },
    businessaddress: {
      type: "string",
      label: "Business Address",
      description: "Business address of the contact",
      optional: true,
    },
    homeaddress: {
      type: "string",
      label: "Home Address",
      description: "Home address of the contact",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      firstname,
      lastname,
      businessemail,
      personalemail,
      cellularphone,
      businessphonedirect,
      businessaddress,
      homeaddress,
    } = this;

    const data = {
      firstname,
      lastname,
      businessemail,
      personalemail,
      cellularphone,
      businessphonedirect,
      businessaddress,
      homeaddress,
    };

    const response = await this.solveCrm.createContact({
      data,
    }, $);
    $.export("$summary", `Successfully created contact with ID ${response.item.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
Solve CRM	`solveCrm`	`app`	This component uses the Solve CRM app.
First Name	`firstname`	`string`	First name of the contact
Last Name	`lastname`	`string`	Last name of the contact
Business Email	`businessemail`	`string`	Business email of the contact
Personal Email	`personalemail`	`string`	Personal email of the contact
Mobile Phone	`cellularphone`	`string`	Mobile phone number of the contact
Business Phone	`businessphonedirect`	`string`	Business phone number of the contact
Business Address	`businessaddress`	`string`	Business address of the contact
Home Address	`homeaddress`	`string`	Home address of the contact

Create Contact with Solve CRM API on New Channel from Microsoft Teams API

Pipedream makes it easy to connect APIs for Solve CRM, Microsoft Teams and 2,900+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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