Send Message with Discord API on New Contact Created (Instant) from Solve CRM API

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Trigger workflow on

New Contact Created (Instant) from the Solve CRM API

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Send Message with the Discord API

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Getting Started#

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

Select this integration
Configure the New Contact Created (Instant) trigger
1. Connect your Solve CRM account
Configure the Send Message action
1. Connect your Discord account
2. Configure channel
3. 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 Suppress notifications
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 Contact Created (Instant) on Solve CRM

Description:Emit new event for each new contact created. [See the docs here](https://solve360.com/api/webhook-management/)

Version:0.0.1

Key:solve_crm-new-contact-created

View on GitHub

Solve CRM Overview#

The Solve CRM API offers a variety of endpoints to manage customer relationships and sales processes programmatically. It enables users to create, read, update, and delete customer data, manage projects, track email communication, and automate workflows involving contacts and companies. Pipedream harnesses this power, allowing you to connect Solve CRM with a myriad of other apps and services to streamline sales pipelines, enhance customer engagement, and automate routine tasks.

Trigger Code#

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

export default {
  ...common,
  key: "solve_crm-new-contact-created",
  name: "New Contact Created (Instant)",
  description: "Emit new event for each new contact created. [See the docs here](https://solve360.com/api/webhook-management/)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getHistoricalEvents(limit) {
      return this.solveCrm.listContacts({
        params: {
          limit,
          sortdir: "DESC",
          sortfield: "created",
        },
      });
    },
    getEventParams() {
      return {
        event: "items.create",
        constrainttype: "contact",
        title: "Pipedream New Contact",
      };
    },
    generateMeta(body) {
      const ts = new Date(body.occured);
      return {
        id: body.objectid,
        summary: `New contact with ID ${body.objectid}`,
        ts: ts.getTime(),
      };
    },
  },
};

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
Solve CRM	`solveCrm`	`app`	This component uses the Solve CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.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#

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

You can get your API Token under Solve menu > My Account > API Token.
For email, use the address asssociated to your Solve CRM account.

About Solve CRM#

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

Action#

Send Message on Discord

Description:Send a simple message to a Discord channel

Version:1.0.2

Key:discord-send-message

View on GitHub

Discord Overview#

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Action Code#

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

export default {
  ...common,
  key: "discord-send-message",
  name: "Send Message",
  description: "Send a simple message to a Discord channel",
  version: "1.0.2",
  type: "action",
  async run({ $ }) {
    const {
      message,
      avatarURL,
      threadID,
      username,
      includeSentViaPipedream,
      suppressNotifications,
    } = this;
    try {
      const resp = await this.discord.sendMessage(this.channel, {
        avatar_url: avatarURL,
        username,
        flags: this.getMessageFlags(suppressNotifications),
        content: includeSentViaPipedream
          ? this.appendPipedreamText(message)
          : message,
      }, {
        thread_id: threadID,
      });
      $.export("$summary", "Message sent successfully");
      return resp || {
        success: true,
      };
    } catch (err) {
      console.log(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.

Label	Prop	Type	Description
Discord	`discord`	`app`	This component uses the Discord app.
channel	`channel`	`$.discord.channel`
Message	`message`	`string`	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 ID	`threadID`	`string`	If provided, the message will be posted to this thread
Username	`username`	`string`	Overrides the current username of the webhook
Avatar URL	`avatarURL`	`string`	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 workflow	`includeSentViaPipedream`	`boolean`	Defaults to `true`, includes a link to this workflow at the end of your Discord message.
Suppress notifications	`suppressNotifications`	`boolean`	Defaults to `false`, sends the message as silent, triggers no notifications to clients.

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