CRM LEAD VALIDATION
Hello guys, I have 2 scenarios that I want to validate.
1- New lead - Phone number doesn't exist in my CRM.
Example: Get lead from facebook lead ad to my CRM (Powelink), and the lead get in to new clients section.
2- Existing lead - Phone number exist in my CRM.
Example: Get lead from facebook lead ad to my CRM, the CRM recognize that the phone number is existing -> send it to "Existing customer" Section.
How can i do it?
Short answer
You can't do it as long as Powerlink is not available on Zapier.
Here's the list of CRMs that have Zapier integrations: https://zapier.com/apps/categories/crm
Long answer
Zapier offers Facebook Lead Ads integrations and setting up a trigger when a new lead is captured is possible. However, Powerlink is not in the list of the CRMs supported by Zapier, so you can't go anywhere after the trigger. For most of the CRMs integrations, Zapier offers a find action where you can optionally create a new customer when the search fails. This kind of action would have been perfect for you.
Related
I have a logic app which posts a channel chat message to teams automatically when a new item is created in SharePoint. This I have working but our client requires that all the team members receive a banner alert and activity feed which I am having a lot of difficulty with.
What I've already tried...
Using a Incoming web hook on the teams channel - this was a very simple way to post from the logic app but the incoming webhook don't seem to support mentions.
Using the msft graph api - The /team/channel/message endpoint can post messages and user mentions but the this endpoint doesnt support channel or team mentions. It also appears that the graph API needs to use delegated permissions to post messages in teams. I'm using application permissions as this is a logic app. The logic app HTTP post connector doesnt offer the "connect as username#tenant.com" some of the other connectors use.
Using the flowbot post message - Like the above channel and team mentions are supported here so the post is added to the channel but with no notification to the team members
Using a notification only bot - I thought I nearly had it with this one. Microsoft's node bot sample number 57 looked like it can do most of what I want, it iterates through the users in the team and messages them this a customisable alert message...
https://github.com/microsoft/BotBuilder-Samples/tree/master/samples/javascript_nodejs/57.teams-conversation-bot
However I can't see how this bot can be triggered from my logic app as it seems to require an existing conversation context or an #mention from within teams to start communicating with users.
What I'm considering trying next
Iterating users within the logic app - Next I plan to try and get team membership from the graph API and iterate the members in the Logic App, posting a message to each user separately. I had hoped to utilise the group #mention feature as a simpler way so I'd be grateful if anyone had any thoughts on other ways of doing this, or maybe there's something wrong with what I've already tried that you could give me some expertise on.
Thanks in advance ;)
Andy
You're on the right track with the Bot, but you're wanting to send something called a "Pro-active" message. You need the bot registered in the channel in order to get access to a few key properties (conversation id, service url, etc.), but you can use those to send a message from -outside- your bot (e.g. in an Azure Function). You might be able to do this directly from a Logic App, but I haven't tested that specifically.
To find out more, see my answer at Programmatically sending a message to a bot in Microsoft Teams but I've also got a recent blog post that you might find interesting for background on this at How Bots Actually Work.
Hope that helps
You can use Graph to post a message in 1:1 chat as long as you have the chat it. You can find the answer in this post Send message to personal Chat via Graph API
You can also call Graph API from Logic Apps. (https://techcommunity.microsoft.com/t5/integrations-on-azure-blog/calling-graph-api-from-azure-logic-apps-using-delegated/ba-p/1997666#:~:text=Calling%20Graph%20API%20from%20Azure%20Logic%20Apps%20using,Manage%20-%3E%20Certificates%20%26%20secrets%20More%20items...%20)
I am developing an application from where users can create zaps and later those zaps can be searched in Zapier if I will connect my application from Zapier.
Now question is how to get the Integration Key that can be used when connecting to Zapier by clicking "Connect an Account"
after this how I can search for the zaps that I created in my application?
do I need to use any api to create those zaps in zapier?
David here, from the Zapier Platform team.
If you add a private app to Zapier, you'll be able to use it for your zaps immediately. If you want others to use it, you'll want to go through the process describe here, where you invite users, submit for activation, etc.
We have a few guides to get you going:
UI Quickstart
CLI Quickstart
I'd like to integrate the new login framework from Facebook, Account Kit (which among others provides phone login), to my iOS app, which uses Parse.
I was able to integrate the framework successfully; i.e., I was able to complete the flow: user inputs his phone number -> gets an SMS with a code -> enter it and successfully get a token.
What I’m not sure is what do to next — how to follow up with the integration to Parse?
Other related questions which came to my mind are:
1. Do I need also some Cloud code to deal with it?
2. How do I check if the current user is a new or existing user?
I’d love for any help...
Not only Cloud Code, I guess. You need to integrate this in your Parse Server.
Another way
If you can't do server stuffs, there is lazy, crappy and bad way to implement the integration. But this solves the problem.
The method is
Get the user's phone number after user has logged-in with phone number.
Develop an Algorithm that will generate password from the given phone number.
NSString generatePassword(NSString phone)
After the user has logged-in with accountkit, check if his phone number is already at Parse
If the user's phone number is not at Parse, signUpInBackground(phonenumber, generatePassword(phonenumber), callback)
Unless, logInInBackgroud(phonenumber, generatePassword(phonenumber), callback)
Hope this would help :)
Normally, I invite new members via. email, that I get from them individually.
Let's say I want to campaign publicly for volunteers to join our community, then what is the best approaches with various level of control?
It is not possible out-of-the-box, but you can develop a custom website, where people can apply for your Slack and enter the name and email address.
You can then forward their request for you to approve (e.g. a page with a table of all open requests where each can be approved or denied or an automatically generated email to you etc).
Finally you can auto-invite every approved user with his email address. The Slack API has an undocumented API function that allows that. Check here for my post about that method.
I have done a similar website for inviting people from a gaming community (Eve Online), where they have to first authenticate themselves with their game login before getting an invite to our Slack. It works pretty well. I made this website with PHP, but basically every server based script language will work.
My company is looking to have Google Now Bill Reminders from emails to our clients so they are reminded when to pay.
We aren't looking to integrate a separate app or anything, we just want it directly through Google Now/Gmail.
My question is, is there any definitive structure our emails need to be in, or any information we must include for the Google Now reminders to work? Or does the Now card need to be integrated completely in order to work?
Any links etc to documentation regarding the bill reminder feature so we can look into this? Or if it does need to be integrated, are there any links to API integration so we can forward this to a developer?
Thanks in advance
Based from this Google Now documentation:
Google Now brings users the right information at just the right time. For example, Google Now already provides updates to restaurant and hotel reservations or flight information received in Gmail. By marking up email notifications to your users, you can use Google Now to bring them similar updates about your services and products.
Be mindful that only some types are supported in Google Now. For example, use Event Reservation type to declare a reservation for one or more guests at an event.
For your case, you can check on this blog and this forum. Basically, Google Now is most useful for its ability to contextualize information from your Calendar and Gmail to send you alerts when you actually need them. Google Now introduced a new feature that makes it easier to keep track of which phone/Internet/education loan bills are actually due. Source.