Create Attachment with Salesforce API on New Row Created from Coda API

Pipedream makes it easy to connect APIs for Salesforce, Coda and 2,200+ other apps remarkably fast.

Trigger workflow on

New Row Created from the Coda API

Next, do this

Create Attachment with the Salesforce API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Coda 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 Row Created trigger
1. Connect your Coda account
2. Configure timer
3. Select a Doc ID
4. Select a Table ID
5. Optional- Configure Include Updated Rows
Configure the Create Attachment action
1. Connect your Salesforce account
2. Configure File Name
3. Configure File Path or Content
4. Configure Content Type
5. Configure Parent ID
6. Optional- Configure Description
7. Optional- Configure Private
8. Optional- Select a Owner ID
9. Configure docsInfo
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 Row Created on Coda

Description:Emit new event for every created / updated row in a table. [See the documentation.](https://coda.io/developers/apis/v1#tag/Rows/operation/listRows)

Version:0.0.4

Key:coda-row-created

View on GitHub

Coda Overview#

The Coda API enables you to interact with your Coda docs for both data retrieval and manipulation. By leveraging this API on Pipedream, you can automate document updates, synchronize data across different platforms, orchestrate complex workflows, and react to changes in real-time. Coda’s tables can act as dynamic databases that interconnect with various services, allowing you to streamline operations that depend on the timely and accurate exchange of information.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import coda from "../../coda.app.mjs";

export default {
  key: "coda-row-created",
  name: "New Row Created",
  description: "Emit new event for every created / updated row in a table. [See the documentation.](https://coda.io/developers/apis/v1#tag/Rows/operation/listRows)",
  type: "source",
  version: "0.0.4",
  dedupe: "unique",
  props: {
    coda,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    docId: {
      propDefinition: [
        coda,
        "docId",
      ],
    },
    tableId: {
      propDefinition: [
        coda,
        "tableId",
        (c) => ({
          docId: c.docId,
        }),
      ],
    },
    includeUpdates: {
      type: "boolean",
      label: "Include Updated Rows",
      description: "Emit events for updates on existing rows?",
      optional: true,
    },
  },
  hooks: {
    async deploy() {
      const rows = await this.fetchRows(25);
      this.emitEvents(rows.reverse());
    },
  },
  methods: {
    _getLastTs() {
      return this.db.get("lastTs") || 0;
    },
    _setLastTs(lastTs) {
      this.db.set("lastTs", lastTs);
    },
    getTsKey() {
      return this.includeUpdates
        ? "updatedAt"
        : "createdAt";
    },
    async fetchRows(maxResults) {
      const rows = [];
      const tsKey = this.getTsKey();
      const lastTs = this._getLastTs();
      let maxTs = lastTs;
      let done = false;

      const params = {
        sortBy: tsKey,
      };

      while (true) {
        const {
          items = [],
          nextPageToken,
        } = await this.coda.findRow(
          null,
          this.docId,
          this.tableId,
          params,
        );
        for (const item of items) {
          const ts = Date.parse(item[tsKey]);
          if (ts > lastTs) {
            rows.push(item);
            if (ts > maxTs) {
              maxTs = ts;
            }
            if (rows.length >= maxResults) {
              done = true;
              break;
            }
          }
          else {
            done = true;
          }
        }
        params.pageToken = nextPageToken;

        if (!nextPageToken || done) {
          this._setLastTs(maxTs);
          return rows;
        }
      }
    },
    rowSummary(row) {
      const name = row.name && ` - ${row.name}` || "";
      return `Row index: ${row.index}` + name;
    },
    emitEvents(events) {
      for (const row of events) {
        const id = this.includeUpdates
          ? `${row.id}-${row.updatedAt}`
          : row.id;

        this.$emit(row, {
          id,
          summary: this.rowSummary(row),
          ts: row.updatedAt,
        });
      }
    },
  },
  async run() {
    const rows = await this.fetchRows();
    this.emitEvents(rows.reverse());
  },
};

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
Coda	`coda`	`app`	This component uses the Coda app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Doc ID	`docId`	`string`	Select a value from the drop down menu.
Table ID	`tableId`	`string`	Select a value from the drop down menu.
Include Updated Rows	`includeUpdates`	`boolean`	Emit events for updates on existing rows?

Trigger Authentication#

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

About Coda#

Coda is familiar like a doc and engaging like an app, so your team can jump in quickly, collaborate effectively, and make decisions that stick.

Action#

Create Attachment on Salesforce

Description:Creates an Attachment on a parent object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_attachment.htm)

Version:0.4.0

Key:salesforce_rest_api-create-attachment

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 common, { getProps } from "../common/base-create-update.mjs";
import attachment from "../../common/sobjects/attachment.mjs";
import fs from "fs";

const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_attachment.htm";

/* eslint-disable no-unused-vars */
const {
  useAdvancedProps, ...props
} = getProps({
  objType: attachment,
  docsLink,
});
/* eslint-enable no-unused-vars */

export default {
  ...common,
  key: "salesforce_rest_api-create-attachment",
  name: "Create Attachment",
  description: `Creates an Attachment on a parent object. [See the documentation](${docsLink})`,
  version: "0.4.0",
  type: "action",
  props,
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      getAdvancedProps,
      getAdditionalFields,
      formatDateTimeProps,
      docsInfo,
      filePathOrContent,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */

    const body =  filePathOrContent.includes("tmp/")
      ? (await fs.promises.readFile(filePathOrContent)).toString("base64")
      : filePathOrContent;

    const response = await salesforce.createRecord("Attachment", {
      $,
      data: {
        Body: body,
        ...data,
      },
    });
    $.export("$summary", `Successfully created attachment "${this.Name}"`);
    return response;
  },
};

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`	`app`	This component uses the Salesforce app.
File Name	`Name`	`string`	Name of the attached file. Max 255 characters.
File Path or Content	`filePathOrContent`	`string`	The path to a file in the `tmp` folder (see the documentation). Alternatively, you can provide the base64-encoded file data.
Content Type	`ContentType`	`string`	The content type (MIME type) of the attachment. For example, `image/png`.
Parent ID	`ParentId`	`string`	ID of the parent object of the attachment. See the documentation for supported objects.
Description	`Description`	`string`	Description of the attachment. Max 500 characters.
Private	`IsPrivate`	`boolean`	Whether this record is viewable only by the owner and administrators (true) or viewable by all otherwise-allowed users (false).
Owner ID	`OwnerId`	`string`	Select a value from the drop down menu.

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:

Create Attachment with Salesforce API on New Row Created from Coda API

Pipedream makes it easy to connect APIs for Salesforce, Coda and 2,200+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,200+apps by most popular

1
-
24
of
2,200+
apps by most popular