Search persons with Pipedrive API on New Message (Instant) from Discord API

Pipedream makes it easy to connect APIs for Pipedrive, Discord and 1,600+ other apps remarkably fast.

Trigger workflow on

New Message (Instant) from the Discord API

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Search persons with the Pipedrive API

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Getting Started#

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

Select this integration
Configure the New Message (Instant) trigger
1. Connect your Discord account
2. Configure Channels
3. Configure discordApphook
Configure the Search persons action
1. Connect your Pipedrive account
2. Configure Search term
3. Optional- Select a Search fields
4. Optional- Configure Exact match
5. Optional- Select a Organization ID
6. Optional- Select a Include fields
7. Optional- Configure Pagination start
8. Optional- Configure Limit
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 Message (Instant) on Discord

Description:Emit new event for each message posted to one or more channels in a Discord server

Version:1.0.2

Key:discord-new-message

View on GitHub

Discord 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 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: "1.0.2",

  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.

Label	Prop	Type	Description
Discord	`discord`	`app`	This component uses the Discord app.
Channels	`channels`	`$.discord.channel[]`	Select the channel(s) you'd like to be notified for
	`discordApphook`	`$.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#

Search persons on Pipedrive

Description:Searches all Persons by `name`, `email`, `phone`, `notes` and/or custom fields. This endpoint is a wrapper of `/v1/itemSearch` with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs [here](https://developers.pipedrive.com/docs/api/v1/Persons#searchPersons)

Version:0.1.5

Key:pipedrive-search-persons

View on GitHub

Pipedrive Overview#

Action Code#

import constants from "../../common/constants.mjs";
import pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-search-persons",
  name: "Search persons",
  description: "Searches all Persons by `name`, `email`, `phone`, `notes` and/or custom fields. This endpoint is a wrapper of `/v1/itemSearch` with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs [here](https://developers.pipedrive.com/docs/api/v1/Persons#searchPersons)",
  version: "0.1.5",
  type: "action",
  props: {
    pipedriveApp,
    term: {
      type: "string",
      label: "Search term",
      description: "The search term to look for. Minimum 2 characters (or 1 if using exact_match).",
    },
    fields: {
      type: "string",
      label: "Search fields",
      description: "A comma-separated string array. The fields to perform the search from. Defaults to all of them.",
      optional: true,
      options: constants.FIELD_OPTIONS,
    },
    exactMatch: {
      type: "boolean",
      label: "Exact match",
      description: "When enabled, only full exact matches against the given term are returned. It is not case sensitive.",
      optional: true,
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "Will filter Deals by the provided Organization ID. The upper limit of found Deals associated with the Organization is 2000.",
    },
    includeFields: {
      type: "string",
      label: "Include fields",
      description: "Supports including optional fields in the results which are not provided by default.",
      optional: true,
      options: constants.INCLUDE_FIELDS_OPTIONS,
    },
    start: {
      propDefinition: [
        pipedriveApp,
        "start",
      ],
    },
    limit: {
      propDefinition: [
        pipedriveApp,
        "limit",
      ],
    },
  },
  async run({ $ }) {
    const {
      term,
      fields,
      exactMatch,
      organizationId,
      includeFields,
      start,
      limit,
    } = this;

    try {
      const resp =
        await this.pipedriveApp.searchPersons({
          term,
          fields,
          exact_match: exactMatch,
          org_id: organizationId,
          include_fields: includeFields,
          start,
          limit,
        });

      $.export("$summary", `Successfully found ${resp.data?.items.length || 0} persons`);

      return resp;

    } catch (error) {
      console.error(error.context?.body || error);
      throw error.context?.body?.error || "Failed to search persons";
    }
  },
};

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
Pipedrive	`pipedriveApp`	`app`	This component uses the Pipedrive app.
Search term	`term`	`string`	The search term to look for. Minimum 2 characters (or 1 if using exact_match).
Search fields	`fields`	`string`	Select a value from the drop down menu:`custom_fieldsemailnotesphonename`
Exact match	`exactMatch`	`boolean`	When enabled, only full exact matches against the given term are returned. It is not case sensitive.
Organization ID	`organizationId`	`integer`	Select a value from the drop down menu.
Include fields	`includeFields`	`string`	Select a value from the drop down menu:`person.picture`
Pagination start	`start`	`integer`	Pagination start. Note that the pagination is based on main results and does not include related items when using `search_for_related_items` parameter.
Limit	`limit`	`integer`	Items shown per page.

Action Authentication#

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

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

About Pipedrive#

Sales CRM & Pipeline Management Software

More Ways to Connect Pipedrive + Discord#

Other Popular Integrations#

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Search persons with Pipedrive API on New Message (Instant) from Discord API

Pipedream makes it easy to connect APIs for Pipedrive, Discord and 1,600+ other apps remarkably fast.

Trusted by 750,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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