Convert SOAP XML Object to JSON with Salesforce API on New Company Created Event from Aero Workflow API

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New Company Created Event from the Aero Workflow API

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Convert SOAP XML Object to JSON with the Salesforce API

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Getting Started#

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

Select this integration
Configure the New Company Created Event trigger
1. Connect your Aero Workflow account
2. Configure timer
Configure the Convert SOAP XML Object to JSON action
1. Connect your Salesforce account
2. Configure infoBox
3. Configure XML Soap Object
4. Optional- Configure Extract Notifications Only
5. Optional- Configure Fail on Error
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 Company Created Event on Aero Workflow

Description:Emit new events when a new company is created. [See the docs](https://api.aeroworkflow.com/swagger/index.html)

Version:0.0.1

Key:aero_workflow-new-company-created

View on GitHub

Aero Workflow Overview#

The Aero Workflow API enables the automation of task management and workflow optimization for professional service firms. Using Pipedream, you can harness this API to create powerful automations that streamline the tasks and procedures within your business. This can significantly reduce manual input, error rates, and increase overall efficiency.

Trigger Code#

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

export default {
  ...common,
  key: "aero_workflow-new-company-created",
  name: "New Company Created Event",
  description: "Emit new events when a new company is created. [See the docs](https://api.aeroworkflow.com/swagger/index.html)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFnConfig() {
      return {
        resourceFn: this.app.getCompanies,
        resourceKey: "companies",
      };
    },
    getComparable(item) {
      return item.id;
    },
    getMeta(item) {
      return {
        id: item.id,
        summary: `New company was created: ${item.name}(ID: ${item.id})`,
        ts: new Date().getTime(),
      };
    },
    async getItem(item) {
      return this.app.getCompany({
        companyId: item.id,
      });
    },
  },
};

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
Aero Workflow	`app`	`app`	This component uses the Aero Workflow app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

To get your API Key and Account Number, navigate to Account Settings > Account Profile.

If you've already created an API Key it will be listed on this screen.
If there is no API Key listed, click the Generate new API Key button.
The Account Number (also sometimes called "Account ID") is listed below the API Key

About Aero Workflow#

Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind.

Action#

Convert SOAP XML Object to JSON on Salesforce

Description:Converts a SOAP XML Object received from Salesforce to JSON

Version:0.0.6

Key:salesforce_rest_api-convert-soap-xml-to-json

View on GitHub

Salesforce Overview#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Action Code#

import salesforce_rest_api from "../../salesforce_rest_api.app.mjs";
import converter from "../../../helper_functions/actions/xml-to-json/xml-to-json.mjs";

export default {
  key: "salesforce_rest_api-convert-soap-xml-to-json",
  name: "Convert SOAP XML Object to JSON",
  description: "Converts a SOAP XML Object received from Salesforce to JSON",
  version: "0.0.6",
  type: "action",
  props: {
    salesforce_rest_api,
    infoBox: {
      type: "alert",
      alertType: "info",
      content: `This action is useful in conjunction with Salesforce Flow Builder, and is primarily used if Instant triggers are not working for your use case.
\\
[See the documentation](https://pipedream.com/apps/salesforce-rest-api#troubleshooting) for more details.`,
    },
    xml: {
      type: "string",
      label: "XML Soap Object",
      description: "The object received from Salesforce that will be converted.",
    },
    extractNotificationOnly: {
      type: "boolean",
      label: "Extract Notifications Only",
      description: "Whether to extract only the notification parts from the XML. Default: `true`.",
      optional: true,
      default: true,
    },
    failOnError: {
      type: "boolean",
      label: "Fail on Error",
      description: "Whether the action should fail if an error occurs when extracting notifications. Default: `false`.",
      optional: true,
      default: false,
    },
  },
  async run({ $ }) {
    const json = await converter.run.bind({
      input: this.xml,
      compact: false,
    })({
      $,
    });

    if (!this.extractNotificationOnly) {
      return json;
    }

    try {
      const notifications = json.elements[0].elements[0].elements[0].elements
        .filter(({ name }) => name === "Notification");
      $.export("$summary", "Successfully converted to JSON and extracted notifications");
      return {
        notifications,
      };
    } catch (e) {
      const errorMessage = "Successfully converted to JSON, but was unable to extract notifications";
      if (this.failOnError) {
        $.export("$summary", errorMessage); // overrides exported $summary in converter
        throw new Error(errorMessage);
      }

      $.export("$summary", `${errorMessage}. Will return the whole JSON.`);
      return json;
    }
  },
};

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
Salesforce	`salesforce_rest_api`	`app`	This component uses the Salesforce app.
XML Soap Object	`xml`	`string`	The object received from Salesforce that will be converted.
Extract Notifications Only	`extractNotificationOnly`	`boolean`	Whether to extract only the notification parts from the XML. Default: `true`.
Fail on Error	`failOnError`	`boolean`	Whether the action should fail if an error occurs when extracting notifications. Default: `false`.

Action Authentication#

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

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

About Salesforce#

Web services API for interacting with Salesforce

More Ways to Connect Salesforce + Aero Workflow#

Other Popular Integrations#

Create Appointment with Aero Workflow API on New Object (of Selectable Type) from Salesforce (REST API) API

Salesforce + Aero Workflow

Convert SOAP XML Object to JSON with Salesforce API on New Company Created Event from Aero Workflow API

Pipedream makes it easy to connect APIs for Salesforce, Aero Workflow and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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