Send Message with Slack API on New Referral from Relavate API

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Trigger workflow on

New Referral from the Relavate API

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Send Message with the Slack API

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Getting Started#

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

Description:Emit new event when a new referral is created in Relavate

Version:0.0.1

Key:relavate-new-referral

View on GitHub

Relavate Overview#

The Relavate API provides tools for managing customer relations and sales efforts, enabling users to automate and optimize their CRM activities. With capabilities for managing contacts, companies, deals, and tasks, the API can serve as a backbone for CRM automation, enhancing customer interaction and business processes efficiency. On Pipedream, you can leverage these functionalities to create advanced workflows, integrate with other apps, and automate tasks based on events from the Relavate system or external triggers.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "relavate-new-referral",
  name: "New Referral",
  description: "Emit new event when a new referral is created in Relavate",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    _getStartDate() {
      return this.db.get("startDate") || this._today();
    },
    _setStartDate(startDate) {
      this.db.set("startDate", startDate);
    },
    _today() {
      return new Date().toISOString()
        .split("T")[0];
    },
    getResourceFn() {
      return this.relavate.listReferrals;
    },
    getParams() {
      const startDate = this._getStartDate();
      this._setStartDate(this._today());
      return {
        startDate,
      };
    },
    getSummary(referral) {
      return `New referral with ID ${referral.id}`;
    },
  },
  sampleEmit,
};

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
Relavate	`relavate`	`app`	This component uses the Relavate app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To retrieve your API Key, API Secret, and Partner Type,

Navigate to your Relavate account and sign in
Click the user dropdown on the top right.
Go to “Account” > “Organisation ”> “API”

About Relavate#

Enable, track & reward partners to sell and scale your software.

Action#

Send Message on Slack

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

Version:0.0.16

Key:slack-send-message

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",
  name: "Send Message",
  description: "Send a message to a user, group, private channel or public channel. [See the documentation](https://api.slack.com/methods/chat.postMessage)",
  version: "0.0.16",
  type: "action",
  props: {
    slack: common.props.slack,
    channelType: {
      type: "string",
      label: "Channel Type",
      description: "The type of channel to send to. User/Direct Message (im), Group (mpim), Private Channel or Public Channel",
      async options() {
        return constants.CHANNEL_TYPE_OPTIONS;
      },
    },
    conversation: {
      propDefinition: [
        common.props.slack,
        "conversation",
        (c) => ({
          types: c.channelType === "Channels"
            ? [
              constants.CHANNEL_TYPE.PUBLIC,
              constants.CHANNEL_TYPE.PRIVATE,
            ]
            : [
              c.channelType,
            ],
        }),
      ],
    },
    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 Type	`channelType`	`string`	Select a value from the drop down menu.
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:

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.

More Ways to Connect Slack + Relavate#

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Send Message with Slack API on New Referral from Relavate API

Pipedream makes it easy to connect APIs for Slack, Relavate 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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