Send Message to Channel with Slack API on New Contact Created from Satuit API

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Trigger workflow on

New Contact Created from the Satuit API

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Send Message to Channel with the Slack API

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Getting Started#

This integration creates a workflow with a Satuit trigger and Slack 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 trigger
1. Connect your Satuit account
2. Configure Polling Schedule
Configure the Send Message to Channel action
1. Connect your Slack account
2. Select a Channel
3. Configure Text
4. Optional- Configure Send text as Slack mrkdwn
5. Optional- Configure Send as User
6. Optional- Configure Schedule message
7. Optional- Configure Include link to workflow
8. Optional- Configure Customize Bot Settings
9. Optional- Configure Bot Username
10. Optional- Select a Icon (emoji)
11. Optional- Configure Icon (image URL)
12. Optional- Configure Reply to Thread
13. Optional- Configure Message Timestamp
14. Optional- Configure Send Channel Message
15. Optional- Configure Add Message Metadata
16. Optional- Configure Metadata Event Type
17. Optional- Configure Metadata Event Payload
18. Optional- Configure Configure Unfurl Settings
19. Optional- Configure Unfurl Links
20. Optional- Configure Unfurl Media
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 on Satuit

Description:Emit new event each time a new contact is created in Satuit. [See the documentation](https://satuittechnologies.zendesk.com/hc/en-us/articles/360055725213-Satuit-REST-API-Postman-Documentation)

Version:0.0.1

Key:satuit-new-contact

View on GitHub

Satuit Overview#

The Satuit API enables seamless integration of asset management and CRM functionalities into various business processes. With it, you can automate tasks such as data synchronization, report generation, and client management. Pipedream, with its serverless execution model, allows you to connect Satuit to hundreds of other apps to create powerful workflows without managing any infrastructure. You could, for instance, trigger a workflow with a new database entry, process the data within Pipedream, and then use the Satuit API to update customer records or create tasks for follow-ups.

Trigger Code#

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

export default {
  ...common,
  key: "satuit-new-contact",
  name: "New Contact Created",
  description: "Emit new event each time a new contact is created in Satuit. [See the documentation](https://satuittechnologies.zendesk.com/hc/en-us/articles/360055725213-Satuit-REST-API-Postman-Documentation)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getFieldId() {
      return "pcontact.iconkey";
    },
    getResourceName() {
      return "Result";
    },
    getResourcesFn() {
      return this.app.getContact;
    },
    getResourcesFnArgs() {
      return {
        params: {
          pagesize: constants.DEFAULT_LIMIT,
          orderby: encodeURIComponent(
            JSON.stringify({
              [this.getFieldId()]: "desc",
            }),
          ),
        },
      };
    },
    generateMeta(resource) {
      const {
        [this.getFieldId()]: id,
        ["pcontact.dcreated"]: createdAt,
      } = resource;
      return {
        id,
        summary: `New Contact: ${id}`,
        ts: Date.parse(createdAt),
      };
    },
  },
};

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
Satuit	`app`	`app`	This component uses the Satuit app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Schedule	`timer`	`$.interface.timer`	How often to poll the API

Trigger Authentication#

Satuit uses OAuth authentication. When you connect your Satuit account, Pipedream will open a popup window where you can sign into Satuit and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Satuit API.

Pipedream requests the following authorization scopes when you connect your account:

About Satuit#

SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments.

Action#

Send Message to Channel on Slack

Description:Send a message to a public or private channel. [See the documentation](https://api.slack.com/methods/chat.postMessage)

Version:0.0.1

Key:slack-send-message-to-channel

View on GitHub

Slack Overview#

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. Once you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions or write your own code against the Slack API.

The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

Automate posting updates to your team channels
Create a bot to answer common questions
Integrate with your existing tools and services
And much more!

Action Code#

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

export default {
  ...common,
  key: "slack-send-message-to-channel",
  name: "Send Message to Channel",
  description: "Send a message to a public or private channel. [See the documentation](https://api.slack.com/methods/chat.postMessage)",
  version: "0.0.1",
  type: "action",
  props: {
    slack: common.props.slack,
    conversation: {
      propDefinition: [
        common.props.slack,
        "conversation",
        () => ({
          types: [
            constants.CHANNEL_TYPE.PUBLIC,
            constants.CHANNEL_TYPE.PRIVATE,
          ],
        }),
      ],
      description: "Select a public or private channel",
    },
    text: {
      propDefinition: [
        common.props.slack,
        "text",
      ],
    },
    mrkdwn: {
      propDefinition: [
        common.props.slack,
        "mrkdwn",
      ],
    },
    ...common.props,
  },
};

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
Slack	`slack`	`app`	This component uses the Slack app.
Channel	`conversation`	`string`	Select a value from the drop down menu.
Text	`text`	`string`	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 mrkdwn	`mrkdwn`	`boolean`	`TRUE` by default. Pass `FALSE` to disable Slack markup parsing. See docs here
Send as User	`as_user`	`boolean`	Optionally pass `TRUE` to post the message as the authenticated user, instead of as a bot. Defaults to `FALSE`.
Schedule message	`post_at`	`string`	Messages can only be scheduled up to 120 days in advance, and cannot be scheduled for the past. The datetime should be in ISO 8601 format. (Example: `2014-01-01T00:00:00Z`)
Include link to workflow	`include_sent_via_pipedream_flag`	`boolean`	Defaults to `true`, includes a link to the workflow at the end of your Slack message.
Customize Bot Settings	`customizeBotSettings`	`boolean`	Customize the username and/or icon of the Bot
Reply to Thread	`replyToThread`	`boolean`	Reply to an existing thread
Add Message Metadata	`addMessageMetadata`	`boolean`	Set the metadata event type and payload
Configure Unfurl Settings	`configureUnfurlSettings`	`boolean`	Configure settings for unfurling links and media

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:

channels:historychannels:readchannels:writeemoji:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writereactions:readreactions:writereminders:readreminders:writestars:readteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:userfiles:write:usercommandsusers.profile:writeusers.profile: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.

More Ways to Connect Slack + Satuit#

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Send Message to Channel with Slack API on New Contact Created from Satuit API

Pipedream makes it easy to connect APIs for Slack, Satuit and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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