CapsuleCRM Opportunities Lost to Slack Channel Message

Use case

At the execution of this sample, the detailed summary of all the new opportunities lost in CapsuleCRM within a particular day will be sent as a Slack channel message.

Prerequisites

• CapsuleCRM account
• Slack account

Setting up CapsuleCRM account

• Visit Capsule CRM and create a Capsule CRM account.
• Obtain tokens by following this guide

Setting up Slack account

• Create a Slack account.
  1. Visit https://slack.com/get-started#/createnew and create a Slack account.
• Obtain Slack User OAuth Token.
  1. Visit https://api.slack.com/apps and create a Slack App.
  2. In the Add features and functionality section, Click Permissions.
  3. Go to the Scopes section and add necessary OAuth scopes in User Token Scopes section. (For example: "channels:history", "channels:read", "channels:write", "chat:write", "emoji:read", files:read", "files:write", "groups:read", "reactions:read", "users:read", "users:read.email")
  4. Go back to Basic Information section of your Slack App. Then go to Install your app section and install the app to the workspace by clicking Install to Workspace button.
  5. Get your User OAuth token starting with xoxp- from the OAuth & Permissions section in App settings of your Slack App.

Configuration

Create a file called Config.toml at the root of the project.

Config.toml

[<ORG_NAME>.capsulecrm_opportunities_lost_to_slack_channel_message]
channelName= "<SLACK_CHANNEL_NAME>"

[<ORG_NAME>.capsulecrm_opportunities_lost_to_slack_channel_message.capsulecrmAuthConfig]
token = "<CAPSULECRM_ACCESS_TOKEN>"

[<ORG_NAME>.capsulecrm_opportunities_lost_to_slack_channel_message.slackAuthConfig]
token = "<SLACK_USER_OAUTH_TOKEN>"

Template Configuration

1. Obtain the channelName.
2. The channelName is the name of the Slack channel.
3. Once you obtained all configurations, Create Config.toml in root directory.
4. Replace the necessary fields in the Config.toml file with your data.

Testing

Run the Ballerina project created by the integration sample by executing bal run from the root.

The detailed summary of all the new opportunities lost in CapsuleCRM within a particular day will be sent as a Slack channel message.