Send Text Message with WhatsApp Business API on Deleted Record from Insightly API

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Trigger workflow on

Deleted Record from the Insightly API

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Send Text Message with the WhatsApp Business API

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Getting Started#

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

Select this integration
Configure the Deleted Record trigger
1. Connect your Insightly account
2. Configure timer
3. Select a Record Type
Configure the Send Text Message action
1. Connect your WhatsApp Business account
2. Select a Phone Number ID
3. Configure Recipient Phone Number
4. Configure Message Body
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#

Deleted Record on Insightly

Description:Emit new event when a record is deleted.

Version:0.0.1

Key:insightly-deleted-record

View on GitHub

Insightly Overview#

Insightly's API offers a suite of functions that let you tap into your customer relationship management in real-time, integrating customer data, sales, and project info across a diverse array of business applications and workflows. With Pipedream, you can automate interactions with your Insightly account, sync data effortlessly, and connect to hundreds of apps to streamline tasks, from lead management to project tracking.

Trigger Code#

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

export default {
  ...common,
  key: "insightly-deleted-record",
  name: "Deleted Record",
  description: "Emit new event when a record is deleted.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    _getPreviousIds() {
      return this.db.get("previousIds") || [];
    },
    _setPreviousIds(previousIds) {
      this.db.set("previousIds", previousIds);
    },
    generateMeta(id) {
      return {
        id,
        summary: `${this.recordType} Record ${id} Deleted`,
        ts: Date.now(),
      };
    },
  },
  async run() {
    const previousIds = this._getPreviousIds();
    const records = await this.getPaginatedResults(true);
    const recordIds = records.map((record) => this.getRecordId(record));

    for (const prevId of previousIds) {
      if (!recordIds.includes(prevId)) {
        this.$emit({
          id: prevId,
        }, this.generateMeta(prevId));
      }
    }

    this._setPreviousIds(recordIds);
  },
};

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
Insightly	`insightly`	`app`	This component uses the Insightly app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Record Type	`recordType`	`string`	Select a value from the drop down menu:`TasksContactsOrganisationsLeadsOpportunitiesProjectsEmailsEvents`

Trigger Authentication#

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

About Insightly#

CRM Software CRM Platform Marketing Automation

Action#

Send Text Message on WhatsApp Business

Description:Sends a text message. [See the docs.](https://developers.facebook.com/docs/whatsapp/cloud-api/reference/messages)

Version:0.0.3

Key:whatsapp_business-send-text-message

View on GitHub

WhatsApp Business Overview#

The WhatsApp Business API on Pipedream is a powerful avenue for automating interactions with customers on WhatsApp. You can send messages, set up automated responses, and manage conversations on a large scale. With Pipedream's serverless platform, you can create workflows that trigger from various events and connect WhatsApp Business with numerous other apps to automate tasks, notify teams, sync data, and more, all without managing infrastructure.

Action Code#

import whatsapp from "../../whatsapp_business.app.mjs";

const docLink = "https://developers.facebook.com/docs/whatsapp/cloud-api/reference/messages";

export default {
  key: "whatsapp_business-send-text-message",
  name: "Send Text Message",
  description: `Sends a text message. [See the docs.](${docLink})`,
  version: "0.0.3",
  type: "action",
  props: {
    whatsapp,
    phoneNumberId: {
      propDefinition: [
        whatsapp,
        "phoneNumberId",
      ],
    },
    recipientPhoneNumber: {
      propDefinition: [
        whatsapp,
        "recipientPhoneNumber",
      ],
    },
    messageBody: {
      type: "string",
      label: "Message Body",
      description: "The text content of the message.",
    },
  },
  async run({ $ }) {
    const response = await this.whatsapp.sendMessage({
      $,
      phoneNumberId: this.phoneNumberId,
      to: this.recipientPhoneNumber,
      body: this.messageBody,
    });
    $.export("$summary", `Sent message successfully to +${this.recipientPhoneNumber}`);
    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
WhatsApp Business	`whatsapp`	`app`	This component uses the WhatsApp Business app.
Phone Number ID	`phoneNumberId`	`string`	Select a value from the drop down menu.
Recipient Phone Number	`recipientPhoneNumber`	`string`	Enter the recipient's phone number. For example, `15101234567`.
Message Body	`messageBody`	`string`	The text content of the message.

Action Authentication#

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

To connect your WhatsApp Business Cloud account to Pipedream, follow the steps below to find your Business Account ID and your Permanent Access Token.

For additional info on setting up a WhatsApp Business account, refer to their getting started docs.

About WhatsApp Business#

WhatsApp Business products support businesses from large to small. Engage audiences, accelerate sales and drive better customer support outcomes on the platform with more than 2 billion users around the world.

More Ways to Connect WhatsApp Business + Insightly#

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Popular Triggers#

Deleted Record from the Insightly API

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New Message Sent from the WhatsApp Business API

Emit new event when a new message is sent or received. A Webhook subscribed to field "messages" must be set up from the App Dashboard of your Facebook Developer Account. See documentation for more information about Webhook setup.

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