← Close + Slack integrations

Send Message to a Public Channel with Slack API on New Custom Event from Close API

Pipedream makes it easy to connect APIs for Slack, Close and 1000+ other apps remarkably fast.

Trigger workflow on
New Custom Event from the Close API
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Send Message to a Public Channel with the Slack API
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Getting Started

This integration creates a workflow with a Close trigger and Slack 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 Custom Event trigger
    1. Connect your Close account
    2. Configure Object Type
    3. Configure Action
  3. Configure the Send Message to a Public Channel action
    1. Connect your Slack account
    2. Optional- Configure Send as User
    3. Optional- Configure Bot Username
    4. Optional- Configure Icon (emoji)
    5. Optional- Configure Icon (image URL)
    6. Optional- Configure Schedule message
    7. Optional- Configure Include link to workflow
    8. Optional- Configure Metadata Event Type
    9. Optional- Configure Metadata Event Payload
    10. Select a Channel
    11. Configure Text
    12. Optional- Configure Send text as Slack mrkdwn
  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 configured type of events triggered, [See all possibilities](https://developer.close.com/resources/event-log/list-of-events/)
Version:0.0.1
Key:close-custom-source

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

Trigger Code

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

export default {
  ...common,
  key: "close-custom-source",
  name: "New Custom Event",
  description: "Emit new event when configured type of events triggered, [See all possibilities](https://developer.close.com/resources/event-log/list-of-events/)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    objectType: {
      label: "Object Type",
      description: "Object type, e.g. 'lead'",
      type: "string",
    },
    action: {
      label: "Action",
      description: "Name of the action, e.g. 'created'",
      type: "string",
    },
  },
  methods: {
    ...common.methods,
    getEvents() {
      return [
        {
          object_type: this.objectType,
          action: this.action,
        },
      ];
    },
  },
};

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

Object type, e.g. 'lead'

Actionactionstring

Name of the action, e.g. 'created'

Trigger 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

Action

Description:Send a message to a public channel and customize the name and avatar of the bot that posts the message. See [postMessage](https://api.slack.com/methods/chat.postMessage) or [scheduleMessage](https://api.slack.com/methods/chat.scheduleMessage) docs here
Version:0.2.10
Key:slack-send-message-public-channel

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!

Action Code

import common from "../common/send-message.mjs";

export default {
  ...common,
  key: "slack-send-message-public-channel",
  name: "Send Message to a Public Channel",
  description: "Send a message to a public channel and customize the name and avatar of the bot that posts the message. See [postMessage](https://api.slack.com/methods/chat.postMessage) or [scheduleMessage](https://api.slack.com/methods/chat.scheduleMessage) docs here",
  version: "0.2.10",
  type: "action",
  props: {
    ...common.props,
    conversation: {
      propDefinition: [
        common.props.slack,
        "publicChannel",
      ],
    },
    text: {
      propDefinition: [
        common.props.slack,
        "text",
      ],
    },
    mrkdwn: {
      propDefinition: [
        common.props.slack,
        "mrkdwn",
      ],
    },
    username: {
      propDefinition: [
        common.props.slack,
        "username",
      ],
      description: "Optionally customize your bot's username (default is `Pipedream`).",
    },
    icon_emoji: {
      propDefinition: [
        common.props.slack,
        "icon_emoji",
      ],
      description: "Optionally use an emoji as the bot icon for this message (e.g., `:fire:`). This value overrides `icon_url` if both are provided.",
    },
    icon_url: {
      propDefinition: [
        common.props.slack,
        "icon_url",
      ],
      description: "Optionally provide an image URL to use as the bot icon for this message.",
    },
  },
};

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
SlackslackappThis component uses the Slack app.
Send as Useras_userboolean

Optionally pass TRUE to post the message as the authed user, instead of as a bot. Defaults to FALSE.

Bot Usernameusernamestring

Optionally customize your bot's username (default is Pipedream).

Icon (emoji)icon_emojistring

Optionally use an emoji as the bot icon for this message (e.g., :fire:). This value overrides icon_url if both are provided.

Icon (image URL)icon_urlstring

Optionally provide an image URL to use as the bot icon for this message.

Schedule messagepost_atinteger

Messages can only be scheduled up to 120 days in advance, and cannot be scheduled for the past. The datetime format should be a unix timestamp (e.g., 1650507616, see here for help with this format).

Include link to workflowinclude_sent_via_pipedream_flagboolean

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

Metadata Event Typemetadata_event_typestring

The name of the metadata event

Metadata Event Payloadmetadata_event_payloadstring

The payload of the metadata event. Must be a JSON string e.g. {"key": "value"}

ChannelconversationstringSelect a value from the drop down menu.
Texttextstring

Text of the message to send (see Slack's formatting docs). This field is usually necessary, unless you're providing only attachments instead.

Send text as Slack mrkdwnmrkdwnboolean

TRUE by default. Pass FALSE to disable Slack markup parsing. See docs here

Action 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.

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