← Discord + Vitally integrations

Create Note with Vitally API on New Message (Instant) from Discord API

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New Message (Instant) from the Discord API
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Create Note with the Vitally API
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Getting Started

This integration creates a workflow with a Discord trigger and Vitally 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 Note action
    1. Connect your Vitally account
    2. Select a Account Id
    3. Select a Organization Id
    4. Configure Note
    5. Configure Note Date
    6. Optional- Configure External Id
    7. Optional- Configure Subject
    8. Optional- Select a Assigned To Id
    9. Optional- Select a Category Id
    10. Optional- Configure Tags
    11. Optional- Configure Traits
  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 in a Discord server
Version:1.0.3
Key:discord-new-message

Discord Overview

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Trigger Code

import discord from "../../discord.app.mjs";
import sampleEmit from "./test-event.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: "1.0.3",

  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,
    });
  },
  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.
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:Create a new note. [See the documentation](https://docs.vitally.io/pushing-data-to-vitally/rest-api/notes#create-a-note-post)
Version:0.0.2
Key:vitally-create-note

Vitally Overview

The Vitally API offers a window into customer success operations, enabling you to automate workflows, integrate with other tools, and manipulate customer data programmatically. With Pipedream, you can harness this API to create custom automations that react to events in Vitally, sync data between Vitally and other platforms, or maintain up-to-date customer profiles across your business stack.

Action Code

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

export default {
  key: "vitally-create-note",
  name: "Create Note",
  version: "0.0.2",
  description: "Create a new note. [See the documentation](https://docs.vitally.io/pushing-data-to-vitally/rest-api/notes#create-a-note-post)",
  type: "action",
  props: {
    vitally,
    accountId: {
      propDefinition: [
        vitally,
        "accountId",
      ],
      description: "The ID of the Vitally Account to associate the Note with. Not to be confused with an External ID, this is the Vitally Account ID.",
    },
    organizationId: {
      propDefinition: [
        vitally,
        "organizationId",
      ],
    },
    note: {
      type: "string",
      label: "Note",
      description: "The body of the note, may include HTML.",
    },
    noteDate: {
      type: "string",
      label: "Note Date",
      description: "The timestamp of when the Note was created. `Format: YYYY-MM-DDTHH:MM:mm:ss.SSSZ`.",
    },
    externalId: {
      propDefinition: [
        vitally,
        "externalId",
      ],
      description: "The unique ID of the Note in your system.",
      optional: true,
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "The subject or title of the Note.",
      optional: true,
    },
    authorId: {
      propDefinition: [
        vitally,
        "assignedToId",
        ({ accountId }) => ({
          accountId,
        }),
      ],
      description: "The ID of the Vitally User who created the Note.",
      optional: true,
    },
    categoryId: {
      propDefinition: [
        vitally,
        "noteCategoryId",
      ],
      optional: true,
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "An array of string tags to associate to the note.",
      optional: true,
    },
    traits: {
      type: "object",
      label: "Traits",
      description: "A key-value JSON object of custom note traits.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      vitally,
      ...data
    } = this;

    const response = await vitally.createNote({
      $,
      data,
    });

    $.export("$summary", `A new note with Id: ${response.id} was successfully created!`);
    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
VitallyvitallyappThis component uses the Vitally app.
Account IdaccountIdstringSelect a value from the drop down menu.
Organization IdorganizationIdstringSelect a value from the drop down menu.
Notenotestring

The body of the note, may include HTML.

Note DatenoteDatestring

The timestamp of when the Note was created. Format: YYYY-MM-DDTHH:MM:mm:ss.SSSZ.

External IdexternalIdstring

The unique ID of the Note in your system.

Subjectsubjectstring

The subject or title of the Note.

Assigned To IdauthorIdstringSelect a value from the drop down menu.
Category IdcategoryIdstringSelect a value from the drop down menu.
Tagstagsstring[]

An array of string tags to associate to the note.

Traitstraitsobject

A key-value JSON object of custom note traits.

Action Authentication

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

To retrieve your API Key,

  • Click the drop down on the top left with Vitally logo
  • Go to “Settings” > “Integrations” > Vitally REST API
  • Copy the API Key under Secret Token
    Integrations

About Vitally

Modern #CustomerSuccess for B2B SaaS. 🚀 Unify your data, understand it deeply, and build powerful automation to drive a world-class customer experience.

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