Send Message with Discord API on New Contact from Agile CRM API

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

Trigger workflow on

New Contact from the Agile 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 Agile 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 trigger
1. Connect your Agile CRM account
2. Configure timer
3. Optional- Configure Max API Requests per Execution
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
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 on Agile CRM

Description:Emit new event when a new contact is created

Version:0.0.4

Key:agile_crm-new-contact

View on GitHub

Agile CRM Overview#

Agile CRM provides an API that lets developers build a wide range of
applications and integrations with the Agile CRM platform. Here are some
examples of what you can build using the Agile CRM API:

A custom application or integration with your existing systems
A contact management system
A lead management system
A sales CRM
A marketing automation tool
An appointment scheduling system
A live chat system

Trigger Code#

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

export default {
  ...common,
  key: "agile_crm-new-contact",
  name: "New Contact",
  description: "Emit new event when a new contact is created",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.agileCrm.listContacts.bind(this);
    },
    generateMeta(contact) {
      const firstName = (contact.properties.find((prop) => prop.name === "first_name"))?.value || contact.id;
      const lastName = (contact.properties.find((prop) => prop.name === "last_name"))?.value || "";
      return {
        id: contact.id,
        summary: `${firstName} ${lastName}`,
        ts: contact.created_time,
      };
    },
  },
};

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
Agile CRM	`agileCrm`	`app`	This component uses the Agile CRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Max API Requests per Execution	`maxRequests`	`integer`	The maximum number of API requests to make per execution (e.g., multiple requests are required to retrieve paginated results).

Trigger Authentication#

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

You may access the API Key from Admin Settings -> API & Analytics -> API Key.
Your username is the email address you use to log into Agile CRM.
If your Agile CRM URL is https://12345678.agilecrm.com/, your domain is 12345678.

About Agile CRM#

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

Action#

Send Message on Discord

Description:Send a simple message to a Discord channel

Version:1.0.1

Key:discord-send-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.

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: "1.0.1",
  type: "action",
  async run({ $ }) {
    const {
      message,
      avatarURL,
      threadID,
      username,
      includeSentViaPipedream,
    } = this;

    try {
      const resp = await this.discord.sendMessage(this.channel, {
        avatar_url: avatarURL,
        username,
        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.

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

Send Message with Discord API on New Contact from Agile CRM API

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

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

Developers ♥ Pipedream

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