Send Message with Slack API on New Customer from Firmao API

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Trigger workflow on

New Customer from the Firmao API

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Send Message with the Slack API

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Getting Started#

This integration creates a workflow with a Firmao 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 Customer trigger
1. Connect your Firmao account
2. Configure timer
Configure the Send Message action
1. Connect your Slack account
2. Select a Channel Type
3. Select a Channel ID
4. Configure Text
5. Optional- Configure Send text as Slack mrkdwn
6. Optional- Configure Send as User
7. Optional- Configure Bot Username
8. Optional- Select a Icon (emoji)
9. Optional- Configure Icon (image URL)
10. Optional- Configure Schedule message
11. Optional- Configure Include link to workflow
12. Optional- Configure Metadata Event Type
13. Optional- Configure Metadata Event Payload
14. Optional- Configure Unfurl Links
15. 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 Customer on Firmao

Description:Emit new event when a new customer is created. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)

Version:0.0.1

Key:firmao-new-customer

View on GitHub

Firmao Overview#

The Firmao API allows for the integration of Firmao's CRM and ERP features into Pipedream's serverless platform, enabling the automation of tasks such as managing contacts, projects, tasks, invoices, and timesheets. By leveraging Pipedream's capabilities, users can create custom workflows that respond to events in Firmao, or orchestrate actions between Firmao and other apps to streamline business processes.

Trigger Code#

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

export default {
  ...common,
  key: "firmao-new-customer",
  name: "New Customer",
  description:
    "Emit new event when a new customer is created. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
  },
  methods: {
    ...common.methods,
    getSummary(event) {
      return `New Customer - ${event.name}`;
    },
  },
  async run({ $ }) {
    const { data: customers } = await this.app.getCustomers({
      $,
      params: {
        sort: "creationDate",
        dir: "DESC",
      },
    });
    this.processEvents(customers);
  },
};

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
Firmao	`app`	`app`	This component uses the Firmao app.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To retrieve your API Login and Password,

Navigate to your Firmao account and sign in
Click the User menu on the top right
Go to “Company Settings” > “Integrations” > “API”

Your Organization ID is 1234 if your Firmao login URL after you login is https://system.firmao.net/1234

About Firmao#

CRM - customer relationship management. Managing sales opportunities from various sources (Mailing, Cold Calling, Live Chat, Google Ads, FB, Callback) in one place.

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:0.0.11

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: "0.0.11",
  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",
      options: Object.values(constants.CHANNEL_TYPE),
    },
    conversation: {
      propDefinition: [
        common.props.slack,
        "channelId",
        (c) => ({
          types: [
            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:`public_channelprivate_channelmpimim`
Channel ID	`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`.
Bot Username	`username`	`string`	Optionally customize your bot's user name (default is `Pipedream`). Must be used in conjunction with `as_user` set to false, otherwise ignored.
Icon (emoji)	`icon_emoji`	`string`	Select a value from the drop down menu.
Icon (image URL)	`icon_url`	`string`	Optionally provide an image URL to use as the icon for this message. Must be used in conjunction with `as_user` set to `false`, otherwise ignored.
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.
Metadata Event Type	`metadata_event_type`	`string`	The name of the metadata event
Metadata Event Payload	`metadata_event_payload`	`string`	The payload of the metadata event. Must be a JSON string e.g. `{"key": "value"}`
Unfurl Links	`unfurl_links`	`boolean`	`TRUE` by default. Pass `FALSE` to disable unfurling of links.
Unfurl Media	`unfurl_media`	`boolean`	`TRUE` by default. Pass `FALSE` to disable unfurling of media content.

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.

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Send Message with Slack API on New Customer from Firmao API

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

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

Developers ♥ Pipedream

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