Create Lead with ClinchPad API on New Channel from Microsoft Teams API

Pipedream makes it easy to connect APIs for ClinchPad, Microsoft Teams and 2,400+ other apps remarkably fast.

Trigger workflow on

New Channel from the Microsoft Teams API

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Create Lead with the ClinchPad API

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Getting Started#

This integration creates a workflow with a Microsoft Teams trigger and ClinchPad 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 Polling interval
3. Select a Team
Configure the Create Lead action
1. Connect your ClinchPad account
2. Configure Name
3. Select a Pipeline ID
4. Optional- Select a User ID
5. Optional- Configure Size
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

Version:0.0.9

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",
  version: "0.0.9",
  type: "source",
  dedupe: "unique",
  props: {
    ...base.props,
    team: {
      propDefinition: [
        base.props.microsoftTeams,
        "team",
      ],
    },
  },
  methods: {
    ...base.methods,
    async getResources(lastCreated) {
      return this.getNewPaginatedResources(
        this.microsoftTeams.listChannels,
        {
          teamId: this.team,
        },
        lastCreated,
      );
    },
    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.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the YouTube API on this schedule
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.All

About Microsoft Teams#

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

Action#

Create Lead on ClinchPad

Description:Creates a lead. [See docs here (Go to `Create a lead`)](https://clinchpad.com/api/docs/leads)

Version:0.0.1

Key:clinchpad-create-lead

View on GitHub

ClinchPad Overview#

ClinchPad is a modern CRM tailored for small teams to manage sales pipelines with minimal fuss. The ClinchPad API integrates with Pipedream, allowing you to automate interactions with your sales pipeline. For instance, you can automatically create leads, update their status, track communications, or gather analytics for reporting purposes. Through Pipedream, you can connect ClinchPad with hundreds of other apps to streamline your sales process, maintain customer relations, and close deals faster.

Action Code#

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

export default {
  name: "Create Lead",
  version: "0.0.1",
  key: "clinchpad-create-lead",
  description: "Creates a lead. [See docs here (Go to `Create a lead`)](https://clinchpad.com/api/docs/leads)",
  type: "action",
  props: {
    clinchpad,
    name: {
      label: "Name",
      description: "Name of the lead",
      type: "string",
    },
    pipelineId: {
      description: "The pipeline ID of the pipeline to which the lead is to be added",
      propDefinition: [
        clinchpad,
        "pipelineId",
      ],
    },
    userId: {
      description: "The user ID of the user you want to assign the lead to",
      propDefinition: [
        clinchpad,
        "userId",
      ],
      optional: true,
    },
    size: {
      label: "Size",
      description: "Value of the lead (numeric only). E.g. `1500`",
      type: "integer",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.clinchpad.createLead({
      $,
      data: {
        name: this.name,
        pipeline_id: this.pipelineId,
        user_id: this.userId,
        size: this.size,
      },
    });

    if (response) {
      $.export("$summary", `Successfully created lead 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
ClinchPad	`clinchpad`	`app`	This component uses the ClinchPad app.
Name	`name`	`string`	Name of the lead
Pipeline ID	`pipelineId`	`string`	Select a value from the drop down menu.
User ID	`userId`	`string`	Select a value from the drop down menu.
Size	`size`	`integer`	Value of the lead (numeric only). E.g. `1500`

Create Lead with ClinchPad API on New Channel from Microsoft Teams API

Pipedream makes it easy to connect APIs for ClinchPad, Microsoft Teams 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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