← Discord Bot + noCRM.io integrations

Create Lead with noCRM.io API on New Message in Channel from Discord Bot API

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New Message in Channel from the Discord Bot API
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Create Lead with the noCRM.io API
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Getting Started

This integration creates a workflow with a Discord Bot trigger and noCRM.io 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 in Channel trigger
    1. Connect your Discord Bot account
    2. Select a Guild
    3. Select one or more Channels
    4. Optional- Configure Emit messages as a single event
    5. Configure timer
  3. Configure the Create Lead action
    1. Connect your noCRM.io account
    2. Configure Title
    3. Configure Description
    4. Optional- Select a User ID
    5. Optional- Configure Tags
    6. Optional- Select a Step ID
  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 message posted to one or more channels
Version:0.0.12
Key:discord_bot-new-message-in-channel

Discord Bot 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 { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import maxBy from "lodash.maxby";
import common from "../common.mjs";

const { discord } = common.props;

export default {
  ...common,
  key: "discord_bot-new-message-in-channel",
  name: "New Message in Channel",
  description: "Emit new event for each message posted to one or more channels",
  type: "source",
  version: "0.0.12",
  dedupe: "unique", // Dedupe events based on the Discord message ID
  props: {
    ...common.props,
    db: "$.service.db",
    channels: {
      type: "string[]",
      label: "Channels",
      description: "The channels you'd like to watch for new messages",
      propDefinition: [
        discord,
        "channelId",
        ({ guildId }) => ({
          guildId,
        }),
      ],
    },
    emitEventsInBatch: {
      type: "boolean",
      label: "Emit messages as a single event",
      description:
        "If `true`, all messages are emitted as an array, within a single Pipedream event. Defaults to `false`, emitting each Discord message as its own event in Pipedream",
      optional: true,
      default: false,
    },
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  async run({ $ }) {
    // We store a cursor to the last message ID
    let lastMessageIDs = this._getLastMessageIDs();

    // If this is our first time running this source,
    // get the last N messages, emit them, and checkpoint
    for (const channelId of this.channels) {
      let lastMessageID;
      let messages = [];

      if (!lastMessageID) {
        messages = await this.discord.getMessages({
          $,
          channelId,
          params: {
            limit: 100,
          },
        });

        lastMessageID = messages.length
          ? maxBy(messages, (message) => message.id).id
          : 1;

      } else {
        let newMessages = [];

        do {
          newMessages = await this.discord.getMessages({
            $,
            channelId,
            params: {
              after: lastMessageIDs[channelId],
            },
          });

          messages = messages.concat(newMessages);

          lastMessageID = newMessages.length
            ? maxBy(newMessages, (message) => message.id).id
            : lastMessageIDs[channelId];

        } while (newMessages.length);
      }

      // Set the new high water mark for the last message ID
      // for this channel
      lastMessageIDs[channelId] = lastMessageID;

      if (!messages.length) {
        console.log(`No new messages in channel ${channelId}`);
        return;
      }

      console.log(`${messages.length} new messages in channel ${channelId}`);

      // Batched emits do not take advantage of the built-in deduper
      if (this.emitEventsInBatch) {
        const suffixChar =
          messages.length > 1
            ? "s"
            : "";

        this.$emit(messages, {
          summary: `${messages.length} new message${suffixChar}`,
          id: lastMessageID,
        });

      } else {
        messages.forEach((message) => {
          this.$emit(message, {
            summary: message.content,
            id: message.id, // dedupes events based on this ID
          });
        });
      }
    }

    // Set the last message ID for the next run
    this._setLastMessageIDs(lastMessageIDs);
  },
};

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
Discord BotdiscordappThis component uses the Discord Bot app.
GuildguildIdstringSelect a value from the drop down menu.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Channelschannelsstring[]Select a value from the drop down menu.
Emit messages as a single eventemitEventsInBatchboolean

If true, all messages are emitted as an array, within a single Pipedream event. Defaults to false, emitting each Discord message as its own event in Pipedream

timer$.interface.timer

Trigger Authentication

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

This app allows you to use the Discord API using your own Discord bot. If you don't want to use a custom bot, and you just need to use the Discord API, exit this screen and use the Discord app, instead.


If you want to use your own Discord bot, but haven't created one yet, see these instructions or watch this video. You'll need to add this bot to your server(s) to make successful API requests.

Once you've created your bot, you'll find the Bot token within the Bot section of your app. Enter that token below.

About Discord Bot

Use this app to interact with the Discord API using a bot in your account

Action

Description:Creates a new lead. [See docs here](https://www.nocrm.io/api#leads)
Version:0.0.1
Key:nocrm_io-create-lead

noCRM.io Overview

NoCRM.io is a CRM platform that offers a powerful API that developers can use
to power custom applications and integrations. With it, you can build
applications to help organize customers, products, marketing campaigns, sales
processes, and much more.

Here are some examples of what you can create with the NoCRM.io API:

  • Create customer profiles with contact information, notes, and rich media
    attachments
  • Integrate with existing applications like marketing automation, customer
    service platforms, and eCommerce stores
  • Automate sales processes with customizable workflows
  • Create powerful dashboards that visualize customer data in real-time
  • Develop custom reports and analytics to monitor sales performance
  • Track customer activity with real-time notifications
  • Set up notifications for when important business milestones are met
  • Create lead qualification rules based on specific criteria

Action Code

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

export default {
  name: "Create Lead",
  version: "0.0.1",
  key: "nocrm_io-create-lead",
  description: "Creates a new lead. [See docs here](https://www.nocrm.io/api#leads)",
  type: "action",
  props: {
    nocrm_io,
    title: {
      label: "Title",
      description: "Lead's title. Usually it corresponds to the company name.",
      type: "string",
    },
    description: {
      label: "Description",
      description: "Lead's description. Usually it contains the information of the contact in the company.",
      type: "string",
    },
    userId: {
      propDefinition: [
        nocrm_io,
        "userId",
      ],
      description: "User's ID to assign the lead to the user.",
      optional: true,
    },
    tags: {
      label: "Tags",
      description: "An array of tags describing the lead.",
      type: "string[]",
      optional: true,
    },
    stepId: {
      propDefinition: [
        nocrm_io,
        "stepId",
      ],
      description: "Step's id for the lead.",
      optional: true,
    },
  },
  async run({ $ }) {
    const parsedTags = typeof this.tags === "string"
      ? JSON.parse(this.tags)
      : this.tags;

    const response = await this.nocrm_io.createLead({
      $,
      data: {
        title: this.title,
        description: this.description,
        user_id: this.userId,
        tags: parsedTags,
        step: this.stepId,
      },
    });

    if (response) {
      $.export("$summary", `Successfully create 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.

LabelPropTypeDescription
noCRM.ionocrm_ioappThis component uses the noCRM.io app.
Titletitlestring

Lead's title. Usually it corresponds to the company name.

Descriptiondescriptionstring

Lead's description. Usually it contains the information of the contact in the company.

User IDuserIdstringSelect a value from the drop down menu.
Tagstagsstring[]

An array of tags describing the lead.

Step IDstepIdstringSelect a value from the drop down menu.

Action Authentication

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

Your noCRM.io API key is in your Profile > Admin Panel page, below the API section inside the Integrations card.

If your Nocrm.io URL is https://1234.nocrm.io.com/, your subdomain is 1234.

About noCRM.io

Lead Management Software

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