Create Note with Cloze API on New Chat from Microsoft Teams API

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Trigger workflow on

New Chat from the Microsoft Teams API

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Create Note with the Cloze API

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Getting Started#

This integration creates a workflow with a Microsoft Teams trigger and Cloze action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Chat trigger
1. Connect your Microsoft Teams account
2. Configure Polling interval
Configure the Create Note action
1. Connect your Cloze account
2. Configure Unique ID
3. Configure Source
4. Optional- Configure Date
5. Optional- Configure From
6. Optional- Configure Subject
7. Configure Body
8. Optional- Configure Additional Data
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 Chat on Microsoft Teams

Description:Emit new event when a new chat is created

Version:0.0.7

Key:microsoft_teams-new-chat

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-chat",
  name: "New Chat",
  description: "Emit new event when a new chat is created",
  version: "0.0.7",
  type: "source",
  dedupe: "unique",
  methods: {
    ...base.methods,
    async getResources(lastCreated) {
      return this.getNewPaginatedResources(
        this.microsoftTeams.listChats,
        {},
        lastCreated,
      );
    },
    generateMeta(chat) {
      return {
        id: chat.id,
        summary: chat.topic ?? `Chat ID ${chat.id}`,
        ts: Date.parse(chat.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

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.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 Note on Cloze

Description:Creates a note in Cloze. [See the documentation](https://api.cloze.com/api-docs/#!/Content/post_v1_createcontent).

Version:0.0.1

Key:cloze-create-note

View on GitHub

Cloze Overview#

The Cloze API enables you to access and manage your Cloze CRM data programmatically. In Pipedream, you can create powerful, serverless workflows that react to events or run on schedules to automate tasks involving Cloze data. You could synchronize contacts, track communication history, or trigger actions based on updates in Cloze. By leveraging Pipedream's capacity to connect to a myriad of services, you can create multi-step workflows that involve other apps to streamline your business processes and harness the full potential of CRM automation.

Action Code#

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

export default {
  key: "cloze-create-note",
  name: "Create Note",
  description: "Creates a note in Cloze. [See the documentation](https://api.cloze.com/api-docs/#!/Content/post_v1_createcontent).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    uniqueId: {
      type: "string",
      label: "Unique ID",
      description: "A unique identifier for this content record. This will often be the unique Id in an external system so that updates can be matched up with the record in Cloze.",
    },
    source: {
      type: "string",
      label: "Source",
      description: "The source that this content record originally came from (Eg. `todoist.com`). Must be a valid domain.",
    },
    date: {
      type: "string",
      label: "Date",
      description: "When the content should show up in the timeline. Can be a string or a UTC timestamp in ms since the epoch. Eg. `2021-01-01` or `1609459200000`.",
      optional: true,
    },
    from: {
      type: "string",
      label: "From",
      description: "From address for this content record (the address of the person created the record). This can be an email address, phone number, social handle or app link (Eg. `na16.salesforce.com:006j000000Pkp1d`)",
      optional: true,
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "Subject of the communication record.",
      optional: true,
    },
    body: {
      type: "string",
      label: "Body",
      description: "Body text of the communication record.",
    },
    additionalData: {
      type: "object",
      label: "Additional Data",
      description: "Additional details for the note in JSON format. [See the documentation](https://api.cloze.com/api-docs/#!/Content/post_v1_createcontent).",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      app,
      uniqueId,
      date,
      from,
      source,
      subject,
      body,
      additionalData,
    } = this;

    const response = await app.addContentRecord({
      $,
      data: {
        uniqueid: uniqueId,
        date,
        style: "note",
        from,
        source,
        subject,
        body,
        ...additionalData,
      },
    });

    $.export("$summary", "Successfully created note.");

    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
Cloze	`app`	`app`	This component uses the Cloze app.
Unique ID	`uniqueId`	`string`	A unique identifier for this content record. This will often be the unique Id in an external system so that updates can be matched up with the record in Cloze.
Source	`source`	`string`	The source that this content record originally came from (Eg. `todoist.com`). Must be a valid domain.
Date	`date`	`string`	When the content should show up in the timeline. Can be a string or a UTC timestamp in ms since the epoch. Eg. `2021-01-01` or `1609459200000`.
From	`from`	`string`	From address for this content record (the address of the person created the record). This can be an email address, phone number, social handle or app link (Eg. `na16.salesforce.com:006j000000Pkp1d`)
Subject	`subject`	`string`	Subject of the communication record.
Body	`body`	`string`	Body text of the communication record.
Additional Data	`additionalData`	`object`	Additional details for the note in JSON format. See the documentation.

Action Authentication#

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

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

Create Note with Cloze API on New Chat from Microsoft Teams API

Pipedream makes it easy to connect APIs for Cloze, 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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