Update Opportunity with Salesflare API on New Message (Instant) from Discord API

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Trigger workflow on

New Message (Instant) from the Discord API

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Update Opportunity with the Salesflare API

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Getting Started#

This integration creates a workflow with a Discord 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 (Instant) trigger
1. Connect your Discord account
2. Configure Channels
3. Configure discordApphook
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 (Instant) on Discord

Description:Emit new event for each message posted to one or more channels in a Discord server

Version:1.0.3

Key:discord-new-message

View on GitHub

Discord Overview#

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Trigger Code#

import discord from "../../discord.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  type: "source",
  key: "discord-new-message",
  name: "New Message (Instant)",
  description: "Emit new event for each message posted to one or more channels in a Discord server",
  version: "1.0.3",

  dedupe: "unique",
  props: {
    discord,
    channels: {
      type: "$.discord.channel[]",
      appProp: "discord",
      label: "Channels",
      description: "Select the channel(s) you'd like to be notified for",
    },
    // eslint-disable-next-line pipedream/props-label,pipedream/props-description
    discordApphook: {
      type: "$.interface.apphook",
      appProp: "discord",
      async eventNames() {
        return this.channels || [];
      },
    },
  },
  async run(event) {
    if (event.guildID != this.discord.$auth.guild_id) {
      return;
    }
    this.$emit(event, {
      id: event.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
Discord	`discord`	`app`	This component uses the Discord app.
Channels	`channels`	`$.discord.channel[]`	Select the channel(s) you'd like to be notified for
	`discordApphook`	`$.interface.apphook`

Trigger Authentication#

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

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

botemailidentifyguilds

About Discord#

Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.

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

Update Opportunity with Salesflare API on New Message (Instant) from Discord API

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

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

Developers ♥ Pipedream

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