Create Customer Order with Workbooks CRM API on New Bot Command Received (Instant) from Telegram Bot API

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New Bot Command Received (Instant) from the Telegram Bot API

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Create Customer Order with the Workbooks CRM API

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Getting Started#

This integration creates a workflow with a Telegram Bot trigger and Workbooks 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 Bot Command Received (Instant) trigger
1. Connect your Telegram Bot account
2. Select one or more Commands
Configure the Create Customer Order action
1. Connect your Workbooks CRM account
2. Select a Assigned To
3. Configure Customer Order Name
4. Configure Document Currency
5. Configure Customer Order Date
6. Configure Status
7. Configure Tax Point Date
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 Bot Command Received (Instant) on Telegram Bot

Description:Emit new event each time a Telegram Bot command is received.

Version:0.0.5

Key:telegram_bot_api-new-bot-command-received

View on GitHub

New Bot Command Received (Instant) Overview#

Telegram Bots can respond to Slash commands. For instance, you can add a /hi or /help command to your Telegram bot to help users learn how to use your bot.

Trigger Code#

import base from "../common/webhooks.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...base,
  key: "telegram_bot_api-new-bot-command-received",
  name: "New Bot Command Received (Instant)",
  description: "Emit new event each time a Telegram Bot command is received.",
  version: "0.0.5",
  type: "source",
  dedupe: "unique",
  props: {
    ...base.props,
    commands: {
      propDefinition: [
        base.props.telegramBotApi,
        "commands",
      ],
    },
  },
  methods: {
    ...base.methods,
    getMeta(event, message) {
      return {
        id: event.update_id,
        summary: message.text,
        ts: new Date(message.edit_date ?? message.date),
      };
    },
    getEventTypes() {
      return [
        "message",
        "edited_message",
      ];
    },
    processEvent(event) {
      const message = event.edited_message ?? event.message;

      if (!message?.text) {
        console.log("Skipping message that isn’t a bot command");

        return;
      }

      const command = message.text.split(" ")[0];

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

      const foundCmd = this.commands.some((cmd) => command.includes(cmd));
      if (!foundCmd) {
        return;
      }

      this.$emit(event, this.getMeta(event, message));
    },
  },
  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
Telegram Bot	`telegramBotApi`	`app`	This component uses the Telegram Bot app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Commands	`commands`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

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

To use the Telegram Bot API, you must first create a new bot by chatting with the BotFather.

After you create your bot, copy the bot token and add it below.

About Telegram Bot#

Telegram, is a cloud-based, cross-platform, encrypted instant messaging (IM) service.

Action#

Create Customer Order on Workbooks CRM

Description:Creates an order from your customers for your goods or services.

Version:0.0.1

Key:workbooks_crm-create-customer-order

View on GitHub

Workbooks CRM Overview#

The Workbooks CRM API unlocks a treasure trove of possibilities for automating customer relationship management tasks. With this API, you can seamlessly sync contact info, manage sales leads, automate follow-up tasks, and build custom reports to unlock actionable insights. Harnessing the power of the Workbooks CRM API on Pipedream allows you to supercharge these functionalities, triggering workflows on custom events, and connecting to numerous other apps to streamline your CRM processes even further.

Action Code#

import app from "../../workbooks_crm.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "workbooks_crm-create-customer-order",
  name: "Create Customer Order",
  description: "Creates an order from your customers for your goods or services.",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    assignedTo: {
      label: "Assigned To",
      description: "A queue that this Customer Order could be assigned to.",
      propDefinition: [
        app,
        "orderQueue",
      ],
    },
    description: {
      type: "string",
      label: "Customer Order Name",
      description: "The description of this Customer Order.",
    },
    documentCurrency: {
      type: "string",
      label: "Document Currency",
      description: "The currency of this Transaction in [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217) format. E.g. `USD`.",
    },
    documentDate: {
      type: "string",
      label: "Customer Order Date",
      description: "The official date for this Customer Order.",
      default: utils.getCurrentDate(),
    },
    status: {
      type: "string",
      label: "Status",
      description: "The status of this Transaction.",
      default: "DRAFT",
    },
    taxPointDate: {
      type: "string",
      label: "Tax Point Date",
      description: "The date that sales tax will be calculated for this Transaction.",
      default: utils.getCurrentDate(),
    },
  },
  async run({ $: step }) {
    const {
      assignedTo,
      description,
      documentCurrency,
      documentDate,
      status,
      taxPointDate,
    } = this;

    const response = await this.app.createOrder({
      step,
      data: {
        assigned_to: [
          assignedTo,
        ],
        description: [
          description,
        ],
        document_currency: [
          documentCurrency,
        ],
        document_date: [
          documentDate,
        ],
        status: [
          status,
        ],
        tax_point_date: [
          taxPointDate,
        ],
      },
    });

    step.export("$summary", `Successfully created customer order with ID ${response.affected_objects[0].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
Workbooks CRM	`app`	`app`	This component uses the Workbooks CRM app.
Assigned To	`assignedTo`	`string`	Select a value from the drop down menu.
Customer Order Name	`description`	`string`	The description of this Customer Order.
Document Currency	`documentCurrency`	`string`	The currency of this Transaction in ISO 4217 format. E.g. `USD`.
Customer Order Date	`documentDate`	`string`	The official date for this Customer Order.
Status	`status`	`string`	The status of this Transaction.
Tax Point Date	`taxPointDate`	`string`	The date that sales tax will be calculated for this Transaction.

Action Authentication#

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

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

About Workbooks CRM#

Workbooks offers an end-to-end CRM platform designed specifically for small & mid-size businesses.

More Ways to Connect Workbooks CRM + Telegram Bot#

Other Popular Integrations#

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Create Customer Order with Workbooks CRM API on New Bot Command Received (Instant) from Telegram Bot API

Pipedream makes it easy to connect APIs for Workbooks CRM, Telegram 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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