Send SMS with D7 SMS API on New Deal from Pipedrive API

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New Deal from the Pipedrive API

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Send SMS with the D7 SMS API

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Getting Started#

This integration creates a workflow with a Pipedrive trigger and D7 SMS action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Deal trigger
1. Connect your Pipedrive account
2. Configure Polling schedule
Configure the Send SMS action
1. Connect your D7 SMS account
2. Configure Originator
3. Configure Recipients
4. Configure Content
5. Optional- Select a Channel
6. Optional- Configure Report URL
7. Optional- Select a Data Encoding
8. Optional- Select a Message Type
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 Deal on Pipedrive

Description:Emit new event when a new deal is created.

Version:0.0.5

Key:pipedrive-new-deal

View on GitHub

Pipedrive Overview#

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Trigger Code#

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

export default {
  ...common,
  key: "pipedrive-new-deal",
  name: "New Deal",
  description: "Emit new event when a new deal is created.",
  version: "0.0.5",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getFieldsFn() {
      return this.app.getDealFields;
    },
    getResourceFn() {
      return this.app.getDeals;
    },
    getResourceFnArgs() {
      return {
        filter_id: this.getFilterId(),
        sort: `${this.getFieldKey()} DESC, id DESC`,
      };
    },
    getFieldKey() {
      return constants.FIELD.ADD_TIME;
    },
    getEventObject() {
      return constants.EVENT_OBJECT.DEAL;
    },
    getEventAction() {
      return constants.EVENT_ACTION.ADDED;
    },
    getTimestamp(resource) {
      return Date.parse(resource.add_time);
    },
    getFilterArgs({
      fieldId, value = "3_months_ago",
    } = {}) {
      return {
        type: constants.FILTER_TYPE.DEALS,
        name: "Pipedream: Deals created later than specific value",
        conditions: this.getConditions({
          fieldId,
          value,
        }),
      };
    },
  },
};

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
Pipedrive	`app`	`app`	This component uses the Pipedrive 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 Pipedrive API

Trigger Authentication#

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

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

About Pipedrive#

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

Action#

Send SMS on D7 SMS

Description:Sending sms via D7 networks! [See the docs](https://d7networks.com/docs/Messages/Send_Message/)

Version:0.0.1

Key:d7_networks-send-sms

View on GitHub

D7 SMS Overview#

The D7 SMS API on Pipedream allows you to send SMS messages programmatically to users worldwide from a serverless platform. This API can enable instant communication with customers or team members directly from automated workflows. With Pipedream, you can trigger SMS messages based on events from countless apps, handle incoming messages, and integrate with other services for a seamless messaging experience.

Action Code#

import app from "../../d7_networks.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  name: "Send SMS",
  version: "0.0.1",
  key: "d7_networks-send-sms",
  description: "Sending sms via D7 networks! [See the docs](https://d7networks.com/docs/Messages/Send_Message/)",
  type: "action",
  props: {
    app,
    originator: {
      type: "string",
      label: "Originator",
      description: "The Sender/Header of a message. Brand name with a maximum character limit of 11 or your mobile number with country code. E.g. `Pipedream`",
    },
    recipients: {
      type: "string[]",
      label: "Recipients",
      description: "Mobile Numbers to send SMS.",
    },
    content: {
      type: "string",
      label: "Content",
      description: "Content of the message.",
    },
    channel: {
      type: "string",
      label: "Channel",
      description: "Messaging Channel (`SMS`, `WhatsApp`, `Viber`, `Telegram`, etc)",
      options: constants.MESSAGING_CHANNEL,
      optional: true,
    },
    reportUrl: {
      type: "string",
      label: "Report URL",
      description: "Your call back server URL to recieve delivery status",
      default: "https://the_url_to_recieve_delivery_report.com",
      optional: true,
    },
    dataCoding: {
      type: "string",
      label: "Data Encoding",
      description: "Set as `text` for normal GSM 03.38 characters (English, normal characters). Set as `unicode` for non GSM 03.38 characters (Arabic, Chinese, Hebrew, Greek like regional languages and Unicode characters). Set as `auto` so we will find the data_coding based on your content.",
      options: constants.DATA_ENCODING,
      default: "text",
      optional: true,
    },
    msgType: {
      type: "string",
      label: "Message Type",
      description: "Set as `text` for normal GSM 03.38 characters (English, normal characters). Set as `unicode` for non GSM 03.38 characters (Arabic, Chinese, Hebrew, Greek like regional languages and Unicode characters). Set as `auto` so we will find the data_coding based on your content.",
      options: constants.MESSAGE_TYPE,
      default: "text",
      optional: true,
    },
  },
  async run({ $: step }) {
    const {
      originator,
      recipients,
      content,
      channel,
      reportUrl,
      dataCoding,
      msgType,
    } = this;

    const response = await this.app.sendSMS({
      step,
      data: {
        messages: [
          {
            channel,
            recipients,
            content,
            msg_type: msgType,
            data_coding: dataCoding,
          },
        ],
        message_globals: {
          originator: originator,
          report_url: reportUrl,
        },
      },
    });

    step.export("$summary", `Successfully sent SMS with request ID ${response.request_id}`);

    return response;
  },
};

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
D7 SMS	`app`	`app`	This component uses the D7 SMS app.
Originator	`originator`	`string`	The Sender/Header of a message. Brand name with a maximum character limit of 11 or your mobile number with country code. E.g. `Pipedream`
Recipients	`recipients`	`string[]`	Mobile Numbers to send SMS.
Content	`content`	`string`	Content of the message.
Channel	`channel`	`string`	Select a value from the drop down menu:`smswhatsAppvibertelegram`
Report URL	`reportUrl`	`string`	Your call back server URL to recieve delivery status
Data Encoding	`dataCoding`	`string`	Select a value from the drop down menu:`textunicodeauto`
Message Type	`msgType`	`string`	Select a value from the drop down menu:`textaudiosmsmultimediaimage`

Action Authentication#

D7 SMS uses OAuth authentication. When you connect your D7 SMS account, Pipedream will open a popup window where you can sign into D7 SMS and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any D7 SMS API.

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

About D7 SMS#

D7 Networks, SMS solution provider with easy integrating API have global connectivity.

More Ways to Connect D7 SMS + Pipedrive#

Other Popular Integrations#

Send SMS with D7 SMS API on New Person from Pipedrive API

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Send SMS with D7 SMS API on Updated Deal from Pipedrive API

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Send SMS with D7 SMS API on Updated Person from Pipedrive API

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Popular Triggers#

New Deal from the Pipedrive API

Emit new event when a new deal is created.

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New Person from the Pipedrive API

Emit new event when a new person is created.

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Updated Deal from the Pipedrive API

Emit new event when a deal is updated.

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Updated Person from the Pipedrive API

Emit new event when a person is updated.

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Popular Actions#

Add Activity with the Pipedrive API

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

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Add Deal with the Pipedrive API

Adds a new deal. See the Pipedrive API docs for Deals here

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Add Note with the Pipedrive API

Adds a new note. For info on adding an note in Pipedrive

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Add Organization with the Pipedrive API

Adds a new organization. See the Pipedrive API docs for Organizations here

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Add Person with the Pipedrive API

Adds a new person. See the Pipedrive API docs for People here