Create Sale Opportunity with Nectar CRM API on New Guild Member (Instant) from Discord API

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Trigger workflow on

New Guild Member (Instant) from the Discord API

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Create Sale Opportunity with the Nectar CRM API

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Getting Started#

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

Select this integration
Configure the New Guild Member (Instant) trigger
1. Connect your Discord account
2. Configure discordApphook
Configure the Create Sale Opportunity action
1. Connect your Nectar CRM account
2. Select a Contact ID
3. Configure Name
4. Optional- Configure Due Date
5. Optional- Configure Observation
6. Optional- Configure Monthly Amount
7. Optional- Configure Probability
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 Guild Member (Instant) on Discord

Description:Emit new event for each new member added to a guild

Version:0.0.3

Key:discord-new-guild-member

View on GitHub

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";

export default {
  key: "discord-new-guild-member",
  name: "New Guild Member (Instant)",
  description: "Emit new event for each new member added to a guild",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    discord,
    discordApphook: {
      type: "$.interface.apphook",
      appProp: "discord",
      eventNames: [
        "GUILD_MEMBER_ADD",
      ],
    },
  },
  async run(event) {
    this.$emit(event, {
      id: `${event.userId}${event.guildId}`,
      summary: `Member ${event.displayName} added`,
      ts: Date.now(),
    });
  },
};

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
Discord	`discord`	`app`	This component uses the Discord app.
	`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#

Create Sale Opportunity on Nectar CRM

Description:Created a sale opportunity. [See docs here](https://nectarcrm.docs.apiary.io/#reference/0/oportunidades/criar)

Version:0.0.1

Key:nectar_crm-create-sale-opportunity

View on GitHub

Nectar CRM Overview#

The Nectar CRM API enables users to streamline customer relationship management by automating tasks and syncing data across various platforms. With this API on Pipedream, you can perform actions like updating contact details, managing deals, tracking customer interactions, and generating reports. These capabilities can be leveraged to create custom, automated workflows that save time and keep your sales processes efficient.

Action Code#

import { defineAction } from "@pipedream/types";
import nectar_crm from "../../app/nectar_crm.app.mjs";
export default defineAction({
    key: "nectar_crm-create-sale-opportunity",
    name: "Create Sale Opportunity",
    description: "Created a sale opportunity. [See docs here](https://nectarcrm.docs.apiary.io/#reference/0/oportunidades/criar)",
    version: "0.0.1",
    type: "action",
    props: {
        nectar_crm,
        contactId: {
            propDefinition: [
                nectar_crm,
                "contactId",
            ],
        },
        name: {
            label: "Name",
            description: "The name of the sale opportunity",
            type: "string",
        },
        dueDate: {
            label: "Due Date",
            description: "The due date to finish the sale opportunity. E.g. `2022-07-20T00:00:00-03:00`",
            type: "string",
            optional: true,
        },
        observation: {
            label: "Observation",
            description: "The observation of the sale opportunity",
            type: "string",
            optional: true,
        },
        monthlyAmount: {
            label: "Monthly Amount",
            description: "The monthly amount of the sale opportunity",
            type: "integer",
            optional: true,
        },
        probability: {
            label: "Probability",
            description: "The probability of the sale opportunity. E.g. `40`",
            type: "integer",
            min: 0,
            max: 100,
            optional: true,
        },
    },
    async run({ $ }) {
        const response = await this.nectar_crm.createSaleOpportunity({
            $,
            data: {
                nome: this.name,
                cliente: {
                    id: this.contactId,
                },
                dataLimite: this.dueDate,
                observacao: this.observation,
                valorMensal: this.monthlyAmount,
                probabilidade: this.probability,
            },
        });
        $.export("$summary", `Successfully created sale opportunity 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
Nectar CRM	`nectar_crm`	`app`	This component uses the Nectar CRM app.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	The name of the sale opportunity
Due Date	`dueDate`	`string`	The due date to finish the sale opportunity. E.g. `2022-07-20T00:00:00-03:00`
Observation	`observation`	`string`	The observation of the sale opportunity
Monthly Amount	`monthlyAmount`	`integer`	The monthly amount of the sale opportunity
Probability	`probability`	`integer`	The probability of the sale opportunity. E.g. `40`

Action Authentication#

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

To retrieve your API key,

Navigate to your NectarCRM it account and sign in
Go to “Settings” > “Integrations” > “API”

Create Sale Opportunity with Nectar CRM API on New Guild Member (Instant) from Discord API

Pipedream makes it easy to connect APIs for Nectar CRM, Discord 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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