Update Opportunity with Salesflare API on New Message In Channels (Instant) from Slack API

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New Message In Channels (Instant) from the Slack API

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Update Opportunity with the Salesflare API

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Getting Started#

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

Select this integration
Configure the New Message In Channels (Instant) trigger
1. Connect your Slack account
2. Optional- Select one or more Channels
3. Configure slackApphook
4. Optional- Configure Resolve Names
5. Optional- Configure Ignore Bots
6. Optional- Configure Ignore replies in threads
Configure the Update Opportunity action
1. Connect your Salesflare account
2. Select a Opportunity ID
3. Optional- Select a Owner ID
4. Optional- Select a Account ID
5. Optional- Configure Start Date
6. Optional- Configure Probability
7. Optional- Configure Name
8. Optional- Configure Value
9. Optional- Configure Close Date
10. Optional- Configure Closed
11. Optional- Configure Tags
12. Optional- Configure Recurring Price Per Unit
13. Optional- Select a Frequency
14. Optional- Configure Contract Start Date
15. Optional- Configure Contract End Date
16. Optional- Configure Custom
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 Message In Channels (Instant) on Slack

Description:Emit new event when a new message is posted to one or more channels

Version:1.0.15

Key:slack-new-message-in-channels

View on GitHub

Slack Overview#

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. When 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!

Trigger Code#

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

export default {
  ...common,
  key: "slack-new-message-in-channels",
  name: "New Message In Channels (Instant)",
  version: "1.0.15",
  description: "Emit new event when a new message is posted to one or more channels",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    conversations: {
      propDefinition: [
        common.props.slack,
        "conversation",
      ],
      type: "string[]",
      label: "Channels",
      description: "Select one or more channels to monitor for new messages.",
      optional: true,
    },
    // eslint-disable-next-line pipedream/props-description,pipedream/props-label
    slackApphook: {
      type: "$.interface.apphook",
      appProp: "slack",
      async eventNames() {
        return this.conversations || [
          "message",
        ];
      },
    },
    resolveNames: {
      propDefinition: [
        common.props.slack,
        "resolveNames",
      ],
    },
    ignoreBot: {
      propDefinition: [
        common.props.slack,
        "ignoreBot",
      ],
    },
    ignoreThreads: {
      type: "boolean",
      label: "Ignore replies in threads",
      description: "Ignore replies to messages in threads",
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getSummary() {
      return "New message in channel";
    },
    async processEvent(event) {
      if (event.type !== "message") {
        console.log(`Ignoring event with unexpected type "${event.type}"`);
        return;
      }
      if (event.subtype && !constants.ALLOWED_MESSAGE_IN_CHANNEL_SUBTYPES.includes(event.subtype)) {
        // This source is designed to just emit an event for each new message received.
        // Due to inconsistencies with the shape of message_changed and message_deleted
        // events, we are ignoring them for now. If you want to handle these types of
        // events, feel free to change this code!!
        console.log("Ignoring message with subtype.");
        return;
      }
      if ((this.ignoreBot) && (event.subtype == "bot_message" || event.bot_id)) {
        return;
      }
      console.log(event.s);
      // There is no thread message type only the thread_ts field
      // indicates if the message is part of a thread in the event.
      if (this.ignoreThreads && event.thread_ts) {
        console.log("Ignoring reply in thread");
        return;
      }
      if (this.resolveNames) {
        if (event.user) {
          event.user_id = event.user;
          event.user = await this.getUserName(event.user);
        } else if (event.bot_id) {
          event.bot = await this.getBotName(event.bot_id);
        }
        event.channel_id = event.channel;
        event.channel = await this.getConversationName(event.channel);
        if (event.team) {
          event.team_id = event.team;
          event.team = await this.getTeamName(event.team);
        }
      }
      return event;
    },
  },
  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
Slack	`slack`	`app`	This component uses the Slack app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Channels	`conversations`	`string[]`	Select a value from the drop down menu.
	`slackApphook`	`$.interface.apphook`
Resolve Names	`resolveNames`	`boolean`	Instead of returning `channel`, `team`, and `user` as IDs, return their human-readable names.
Ignore Bots	`ignoreBot`	`boolean`	Ignore messages from bots
Ignore replies in threads	`ignoreThreads`	`boolean`	Ignore replies to messages in threads

Trigger 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.

Action#

Update Opportunity on Salesflare

Description:Update an Opportunity [See the docs here](https://api.salesflare.com/docs#operation/putOpportunitiesId)

Version:0.0.1

Key:salesflare-update-opportunity

View on GitHub

Salesflare Overview#

The Salesflare API on Pipedream enables the automation of CRM tasks, enhancing customer relationship management with minimal manual effort. It provides seamless integration with Salesflare's functionalities such as managing contacts, accounts, opportunities, and tasks. By tapping into this API, you can synchronize customer data, automate follow-up reminders, or trigger personalized campaigns based on customer interactions. Essentially, it offers a bridge between Salesflare's rich CRM features and the plethora of apps supported by Pipedream, allowing for sophisticated, custom automation workflows that save time and boost efficiency.

Action Code#

import utils from "../../common/utils.mjs";
import base from "../common/opportunity-base.mjs";

export default {
  key: "salesflare-update-opportunity",
  version: "0.0.1",
  type: "action",
  name: "Update Opportunity",
  description: "Update an Opportunity [See the docs here](https://api.salesflare.com/docs#operation/putOpportunitiesId)",
  props: {
    app: base.props.app,
    opportunityId: {
      propDefinition: [
        base.props.app,
        "opportunityId",
      ],
      optional: false,
    },
    owner: {
      propDefinition: [
        base.props.app,
        "userId",
      ],
    },
    account: {
      propDefinition: [
        base.props.app,
        "accountIds",
      ],
      label: "Account ID",
      type: "integer",
      description: "Account ID",
    },
    ...base.props,
  },
  async run ({ $ }) {
    const pairs = {
      startDate: "start_date",
      closeDate: "close_date",
      recurringPricePerUnit: "recurring_price_per_unit",
      contractStartDate: "contract_start_date",
      contractEndDate: "contract_end_date",
    };
    const data = utils.extractProps(this, pairs);
    const resp = await this.app.updateOpportunity({
      $,
      opportunityId: this.opportunityId,
      data,
    });

    $.export("$summary", "The opportunity has been updated successfully.");
    return resp;
  },
};

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
Salesflare	`app`	`app`	This component uses the Salesflare app.
Opportunity ID	`opportunityId`	`integer`	Select a value from the drop down menu.
Owner ID	`owner`	`integer`	Select a value from the drop down menu.
Account ID	`account`	`integer`	Select a value from the drop down menu.
Start Date	`startDate`	`string`	Start date. Must be in ISO format. e.g. `2019-08-24T14:15:22Z`
Probability	`probability`	`string`	Probability of the opportunity. Min `0`
Name	`name`	`string`	Name of the opportunity
Value	`value`	`integer`	Value of the opportunity. Min `0`
Close Date	`closeDate`	`string`	Close date of the opportunity. Must be in ISO format. e.g. `2019-08-24T14:15:22Z`
Closed	`closed`	`boolean`	Is closed
Tags	`tags`	`string[]`	Tags
Recurring Price Per Unit	`recurringPricePerUnit`	`integer`	Recurring price per unit
Frequency	`frequency`	`string`	Select a value from the drop down menu:`annuallyweeklymonthlydaily`
Contract Start Date	`contractStartDate`	`string`	Contract start date. Must be in ISO format. e.g. `2019-08-24T14:15:22Z`
Contract End Date	`contractEndDate`	`string`	Contract end date. Must be in ISO format. e.g. `2019-08-24T14:15:22Z`
Custom	`custom`	`object`	Custom fields

Action Authentication#

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

You can make an API key in "Settings" > "API keys", and click on the large orange "+" button on the bottom right of the screen to create an API key.

About Salesflare#

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around.

More Ways to Connect Salesflare + Slack#

Other Popular Integrations#

Add Contact To Account with Salesflare API on New Direct Message (Instant) from Slack API

Slack + Salesflare

Update Opportunity with Salesflare API on New Message In Channels (Instant) from Slack API

Pipedream makes it easy to connect APIs for Salesflare, Slack and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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