← noCRM.io + Discord integrations

Send Message (Advanced) with Discord API on New Lead Status Changed from noCRM.io API

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New Lead Status Changed from the noCRM.io API
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Send Message (Advanced) with the Discord API
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Getting Started

This integration creates a workflow with a noCRM.io trigger and Discord 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 Lead Status Changed trigger
    1. Connect your noCRM.io account
  3. Configure the Send Message (Advanced) action
    1. Connect your Discord account
    2. Configure channel
    3. Optional- Configure Message
    4. Optional- Configure Thread ID
    5. Optional- Configure Username
    6. Optional- Configure Avatar URL
    7. Optional- Configure Include link to workflow
    8. Optional- Configure Embeds
  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 when a lead status is changed.
Version:0.0.1
Key:nocrm_io-new-lead-status-changed

noCRM.io Overview

NoCRM.io is a CRM platform that offers a powerful API that developers can use
to power custom applications and integrations. With it, you can build
applications to help organize customers, products, marketing campaigns, sales
processes, and much more.

Here are some examples of what you can create with the NoCRM.io API:

  • Create customer profiles with contact information, notes, and rich media
    attachments
  • Integrate with existing applications like marketing automation, customer
    service platforms, and eCommerce stores
  • Automate sales processes with customizable workflows
  • Create powerful dashboards that visualize customer data in real-time
  • Develop custom reports and analytics to monitor sales performance
  • Track customer activity with real-time notifications
  • Set up notifications for when important business milestones are met
  • Create lead qualification rules based on specific criteria

Trigger Code

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

export default {
  ...common,
  name: "New Lead Status Changed",
  version: "0.0.1",
  key: "nocrm_io-new-lead-status-changed",
  description: "Emit new event when a lead status is changed.",
  type: "source",
  methods: {
    ...common.methods,
    getWebhookEventType() {
      return "lead.status.changed";
    },
    emitEvent(body) {
      const data = body?.webhook_event?.data ?? body;

      this.$emit(data, {
        id: `${data.id}-${data.status}-${data.created_at}`,
        summary: `New lead status changed with id ${data.id} and status ${data.status}`,
        ts: Date.parse(data.created_at),
      });
    },
    async deploy() {
      const leads = await this.nocrm_io.getLeads({
        params: {
          limit: 10,
        },
      });

      if (leads) {
        leads.forEach(this.emitEvent);
      }
    },
  },
};

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
noCRM.ionocrm_ioappThis component uses the noCRM.io app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.

Trigger Authentication

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

Your noCRM.io API key is in your Profile > Admin Panel page, below the API section inside the Integrations card.

If your Nocrm.io URL is https://1234.nocrm.io.com/, your subdomain is 1234.

About noCRM.io

Lead Management Software

Action

Description:Send a simple or structured message (using embeds) to a Discord channel
Version:1.0.1
Key:discord-send-message-advanced

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.

Action Code

import { ConfigurationError } from "@pipedream/platform";
import common from "../common/common.mjs";

export default {
  ...common,
  key: "discord-send-message-advanced",
  name: "Send Message (Advanced)",
  description: "Send a simple or structured message (using embeds) to a Discord channel",
  version: "1.0.1",
  type: "action",
  props: {
    ...common.props,
    message: {
      propDefinition: [
        common.props.discord,
        "message",
      ],
      optional: true,
    },
    embeds: {
      propDefinition: [
        common.props.discord,
        "embeds",
      ],
    },
  },
  async run({ $ }) {
    const {
      message,
      avatarURL,
      threadID,
      username,
      includeSentViaPipedream,
      embeds: embedsProp,
    } = this;
    const embeds = embedsProp;

    if (!message && !embeds) {
      throw new ConfigurationError("This action requires at least 1 message OR embeds object. Please enter one or the other above.");
    }

    let content = message;
    if (includeSentViaPipedream) {
      if (embeds?.length) {
        embeds.push({
          "color": 16777215,
          "description": this.getSentViaPipedreamText(),
        });
      } else {
        content = this.appendPipedreamText(message ?? "");
      }
    }

    try {
      const resp = await this.discord.sendMessage(this.channel, {
        avatar_url: avatarURL,
        username,
        embeds,
        content,
      }, {
        thread_id: threadID,
      });
      $.export("$summary", "Message sent successfully");
      return resp || {
        success: true,
      };
    } catch (err) {
      const unsentMessage = this.getUserInputProps();
      $.export("unsent", unsentMessage);
      throw err;
    }
  },
};

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
DiscorddiscordappThis component uses the Discord app.
channelchannel$.discord.channel
Messagemessagestring

Enter a simple message up to 2000 characters. This is the most commonly used field. However, it's optional if you pass embed content.

Thread IDthreadIDstring

If provided, the message will be posted to this thread

Usernameusernamestring

Overrides the current username of the webhook

Avatar URLavatarURLstring

If used, it overrides the default avatar of the webhook. Note: Consecutive posts by the same username within 10 minutes of each other will not display updated avatar.

Include link to workflowincludeSentViaPipedreamboolean

Defaults to true, includes a link to this workflow at the end of your Discord message.

Embedsembedsany

Optionally pass an array of embed objects. E.g., {{ [{"description":"Use markdown including *Italic* **bold** __underline__ ~~strikeout~~ [hyperlink](https://google.com) `code`"}] }}. To pass data from another step, enter a reference using double curly brackets (e.g., {{steps.mydata.$return_value}}).
Tip: Construct the embeds array in a Node.js code step, return it, and then pass the return value to this step.

Action 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.

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