← Discord + Close integrations

Create Lead with Close API on New Message (Instant) from Discord API

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Trigger workflow on
New Message (Instant) from the Discord API
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Create Lead with the Close API
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Getting Started

This integration creates a workflow with a Discord trigger and Close 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 Message (Instant) trigger
    1. Connect your Discord account
    2. Configure Channels
    3. Configure discordApphook
  3. Configure the Create Lead action
    1. Connect your Close account
    2. Configure Name
    3. Optional- Configure Url
    4. Optional- Configure Description
    5. Optional- Select a Status ID
    6. Optional- Configure Contacts
    7. Optional- Configure Addresses
    8. Optional- Configure More Fields
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, open source 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 message posted to one or more channels in a Discord server
Version:1.0.0
Key:discord-new-message

Discord Overview

The Pipedream Discord app enables you to build event-driven workflows that interact with the Discord API. When you authorize the Pipedream app's access to your guilds, you can use Pipedream workflows to perform common Discord actions, or write your own code against the Discord API.

Trigger Code

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

export default {
  type: "source",
  key: "discord-new-message",
  name: "New Message (Instant)",
  description: "Emit new event for each message posted to one or more channels in a Discord server",
  version: "1.0.0",
  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 || [];
      },
    },
  },
  async run(event) {
    if (event.guildID != this.discord.$auth.guild_id) {
      return;
    }
    this.$emit(event, {
      id: event.id,
    });
  },
};

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

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:Creates a lead, [See the docs](https://developer.close.com/resources/leads/#create-a-new-lead)
Version:0.0.1
Key:close-create-lead

Action Code

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

export default {
  type: "action",
  key: "close-create-lead",
  version: "0.0.1",
  name: "Create Lead",
  description: "Creates a lead, [See the docs](https://developer.close.com/resources/leads/#create-a-new-lead)",
  props: {
    close,
    name: {
      label: "Name",
      description: "Name of the lead",
      type: "string",
    },
    url: {
      label: "Url",
      description: "Url",
      type: "string",
      optional: true,
    },
    description: {
      label: "Description",
      description: "Description of the lead",
      type: "string",
      optional: true,
    },
    statusId: {
      propDefinition: [
        close,
        "statusId",
      ],
    },
    contacts: {
      propDefinition: [
        close,
        "contacts",
      ],
    },
    addresses: {
      propDefinition: [
        close,
        "addresses",
      ],
    },
    moreFields: {
      propDefinition: [
        close,
        "moreFields",
      ],
    },
  },
  async run({ $ }) {
    const data = {
      name: this.name,
    };
    if (this.url) data.url = this.url;
    if (this.statusId) data.status_id = this.statusId;
    if (this.contacts) data.contacts = utils.parseArray(this.contacts);
    if (this.addresses) data.addresses = utils.parseArray(this.addresses);
    const moreFields = {};
    for (let key in this.moreFields) {
      moreFields[key] = utils.parseObject(this.moreFields[key]);
    }
    const response = await this.close.createLead({
      data: {
        ...data,
        ...moreFields,
      },
    });
    $.export("$summary", "Lead has been created.");
    return response.data;
  },
};

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
ClosecloseappThis component uses the Close app.
Namenamestring

Name of the lead

Urlurlstring

Url

Descriptiondescriptionstring

Description of the lead

Status IDstatusIdstringSelect a value from the drop down menu.
Contactscontactsstring[]

Please provide an object structure for each row like e.g.:,
{
"name": "Gob",
"title": "Sr. Vice President",
"emails": [ { "type": "office", "email": "gob@example.com" } ],
"phones": [ { "type": "office", "phone": "8004445555" } ]
}

Addressesaddressesstring[]

Please provide an object structure for each row like e.g.:,
{
"label": "business",
"address_1": "747 Howard St",
"address_2": "Room 3",
"city": "San Francisco",
"state": "CA",
"zipcode": "94103",
"country":"US",
}

More FieldsmoreFieldsobject

Additional properties not listed as a prop

Action Authentication

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

API keys are per-organization and can be generated and deleted in the Settings page.

About Close

Inside Sales Software CRM with Calling & Emailing

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