← Discord + Solve CRM integrations

Create Contact with Solve CRM API on New Command Received (Instant) from Discord API

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New Command Received (Instant) from the Discord 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 Discord trigger and Solve CRM action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Command Received (Instant) trigger
    1. Connect your Discord account
    2. Configure Channels
    3. Configure discordApphook
    4. Configure Commands
  3. 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
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event for each command posted to one or more channels in a Discord server
Version:0.0.3
Key:discord-new-command-received

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-command-received",
  name: "New Command Received (Instant)",
  description: "Emit new event for each command posted to one or more channels in a Discord server",
  version: "0.0.3",
  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 || [];
      },
    },
    commands: {
      label: "Commands",
      description: "List of commands to listen. E.g. `[\"/hi\", \"/hello\"]`",
      type: "string[]",
    },
  },
  async run(event) {
    if (event.guildID != this.discord.$auth.guild_id) {
      return;
    }

    const command = event.content.split(" ")[0];

    if (typeof this.commands === "string") {
      this.commands = JSON.parse(this.commands);
    }

    if (!this.commands.includes(command)) {
      return;
    }

    this.$emit(event, {
      id: event.id,
      summary: `New command posted with ID ${event.id}`,
      ts: Date.parse(event.createdTimestamp),
    });
  },
  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.
LabelPropTypeDescription
DiscorddiscordappThis component uses the Discord app.
Channelschannels$.discord.channel[]

Select the channel(s) you'd like to be notified for

discordApphook$.interface.apphook
Commandscommandsstring[]

List of commands to listen. E.g. ["/hi", "/hello"]

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

Description:Create a new contact. [See the docs here](https://solve360.com/api/contacts/)
Version:0.0.1
Key:solve_crm-create-contact

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: "0.0.1",
  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.

LabelPropTypeDescription
Solve CRMsolveCrmappThis component uses the Solve CRM app.
First Namefirstnamestring

First name of the contact

Last Namelastnamestring

Last name of the contact

Business Emailbusinessemailstring

Business email of the contact

Personal Emailpersonalemailstring

Personal email of the contact

Mobile Phonecellularphonestring

Mobile phone number of the contact

Business Phonebusinessphonedirectstring

Business phone number of the contact

Business Addressbusinessaddressstring

Business address of the contact

Home Addresshomeaddressstring

Home address of the contact

Action Authentication

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

You can get your API Token under Solve menu > My Account > API Token.
For email, use the address asssociated to your Solve CRM account.

About Solve CRM

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

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