← Slack + Close integrations

Custom Action with Close API on New Message In Channels (Instant) from Slack API

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New Message In Channels (Instant) from the Slack API
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Custom Action with the Close API
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Getting Started

This integration creates a workflow with a Slack 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 In Channels (Instant) trigger
    1. Connect your Slack account
    2. Optional- Select one or more Channels
    3. Configure slackApphook
    4. Optional- Configure Resolve Names
    5. Optional- Configure Ignore Bots
  3. Configure the Custom Action action
    1. Connect your Close account
    2. Select a Request Method
    3. Configure Relative url
    4. Optional- Configure Query string
    5. Optional- Configure Headers
    6. Optional- Configure Request body
  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 when a new message is posted to one or more channels
Version:1.0.5
Key:slack-new-message-in-channels

Slack Overview

With the Slack API, you can build all sorts of integrations and applications to
make your work life easier. Here are just a few examples:

  • Automate posting updates to your team channel
  • Create a bot to answer common questions
  • Integrate with your existing tools and services
  • Build a custom dashboard to track your team's progress
  • Create a bot to handle scheduling and meeting requests
  • And much more!

Trigger Code

import common from "../common/base.mjs";

export default {
  ...common,
  key: "slack-new-message-in-channels",
  name: "New Message In Channels (Instant)",
  version: "1.0.5",
  description: "Emit new event when a new message is posted to one or more channels",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    conversations: {
      propDefinition: [
        common.props.slack,
        "conversation",
      ],
      type: "string[]",
      label: "Channels",
      description: "Select one or more channels to monitor for new messages.",
      optional: true,
    },
    // eslint-disable-next-line pipedream/props-description,pipedream/props-label
    slackApphook: {
      type: "$.interface.apphook",
      appProp: "slack",
      async eventNames() {
        return this.conversations || [
          "message",
        ];
      },
    },
    resolveNames: {
      propDefinition: [
        common.props.slack,
        "resolveNames",
      ],
    },
    ignoreBot: {
      propDefinition: [
        common.props.slack,
        "ignoreBot",
      ],
    },
  },
  methods: {
    ...common.methods,
    getSummary() {
      return "New message in channel";
    },
    async processEvent(event) {
      if (event.type !== "message") {
        console.log(`Ignoring event with unexpected type "${event.type}"`);
        return;
      }
      if (event.subtype != null && event.subtype != "bot_message" && event.subtype != "file_share") {
        // This source is designed to just emit an event for each new message received.
        // Due to inconsistencies with the shape of message_changed and message_deleted
        // events, we are ignoring them for now. If you want to handle these types of
        // events, feel free to change this code!!
        console.log("Ignoring message with subtype.");
        return;
      }
      if ((this.ignoreBot) && (event.subtype == "bot_message" || event.bot_id)) {
        return;
      }
      if (this.resolveNames) {
        if (event.user) {
          event.user_id = event.user;
          event.user = await this.getUserName(event.user);
        } else if (event.bot_id) {
          event.bot = await this.getBotName(event.bot_id);
        }
        event.channel_id = event.channel;
        event.channel = await this.getConversationName(event.channel);
        if (event.team) {
          event.team_id = event.team;
          event.team = await this.getTeamName(event.team);
        }
      }
      return event;
    },
  },
};

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
SlackslackappThis component uses the Slack app.
N/AnameCache$.service.dbThis component uses $.service.db to maintain state between component invocations.
Channelsconversationsstring[]Select a value from the drop down menu.
slackApphook$.interface.apphook
Resolve NamesresolveNamesboolean

Instead of returning channel, team, and user as IDs, return their human-readable names.

Ignore BotsignoreBotboolean

Ignore messages from bots

Trigger Authentication

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

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

bookmarks:writecalls:readcalls:writechannels:historychannels:readchannels:writednd:readdnd:writeemoji:readfiles:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writepins:readpins:writereactions:readreactions:writereminders:readreminders:writeremote_files:readremote_files:sharestars:readstars:writeteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:usercommandsfiles:write:userusers.profile:writeusers.profile:readsearch:read

About Slack

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

Action

Description:Makes an aribitrary call to Close API, [See](https://developer.close.com/) for all options.
Version:0.0.1
Key:close-custom-action

Close Overview

With the Close API, you can build a number of applications and integrations
that can automate your sales process and make your life easier. Here are some
examples:

  • An integration that automatically updates your CRM with information from
    Close
  • A custom sales dashboard that displays your team's sales pipeline and
    performance
  • A lead capture form thatcollects information from potential customers and
    adds them to your Close account
  • An automated email campaign that sends follow-up emails to your customers
    after they purchase a product from you

Action Code

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

export default {
  key: "close-custom-action",
  name: "Custom Action",
  description: "Makes an aribitrary call to Close API, [See](https://developer.close.com/) for all options.",
  version: "0.0.1",
  type: "action",
  props: {
    close,
    requestMethod: {
      type: "string",
      label: "Request Method",
      description: "Http method to use in the request.",
      options: [
        "GET",
        "POST",
        "PUT",
        "PATCH",
        "DELETE",
      ],
    },
    relativeUrl: {
      type: "string",
      label: "Relative url",
      description: "A path relative to Close API, to send the request against, e.g. `/lead`",
    },
    queryString: {
      type: "string",
      label: "Query string",
      description: "Query string of the request.",
      optional: true,
    },
    headers: {
      type: "object",
      label: "Headers",
      description: "Headers to be sent in the request.",
      optional: true,
    },
    requestBody: {
      type: "object",
      label: "Request body",
      description: "Body of the request.",
      optional: true,
    },
  },
  async run({ $ }) {
    this.queryString = this.queryString || "";
    const requestBody = {};
    for (let key in this.requestBody) {
      requestBody[key] = utils.parseObject(this.requestBody[key]);
    }
    const response = await this.close._makeRequest({
      method: this.requestMethod,
      path: `${this.relativeUrl}${this.queryString}`,
      headers: this.headers,
      data: this.requestBody,
    });
    $.export("$summary", "Configured request has been sent.");
    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
ClosecloseappThis component uses the Close app.
Request MethodrequestMethodstringSelect a value from the drop down menu:GETPOSTPUTPATCHDELETE
Relative urlrelativeUrlstring

A path relative to Close API, to send the request against, e.g. /lead

Query stringqueryStringstring

Query string of the request.

Headersheadersobject

Headers to be sent in the request.

Request bodyrequestBodyobject

Body of the request.

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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