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← Discord + Pipedrive integrations

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

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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.

  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 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
  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

New Message (Instant) on Discord
Description:Emit new event for each message posted to one or more channels in a Discord server
Version:1.0.1
Key:discord-new-message

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";

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: "1.0.1",
  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,
    });
  },
};

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

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

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.

LabelPropTypeDescription
PipedrivepipedriveAppappThis component uses the Pipedrive app.
Search termtermstring

The search term to look for. Minimum 2 characters (or 1 if using exact_match).

Search fieldsfieldsstringSelect a value from the drop down menu:custom_fieldsemailnotesphonename
Exact matchexactMatchboolean

When enabled, only full exact matches against the given term are returned. It is not case sensitive.

Organization IDorganizationIdintegerSelect a value from the drop down menu.
Include fieldsincludeFieldsstringSelect a value from the drop down menu:person.picture
Pagination startstartinteger

Pagination start. Note that the pagination is based on main results and does not include related items when using search_for_related_items parameter.

Limitlimitinteger

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

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