← Discord Bot + Salesforce integrations

Find Records with Salesforce API on New Message in Channel from Discord Bot API

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New Message in Channel from the Discord Bot API
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Find Records with the Salesforce API
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Getting Started

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

  1. Select this integration
  2. Configure the New Message in Channel trigger
    1. Connect your Discord Bot account
    2. Select a Guild
    3. Select one or more Channels
    4. Optional- Configure Emit messages as a single event
    5. Configure timer
  3. Configure the Find Records action
    1. Connect your Salesforce account
    2. Select a SObject Type
    3. Select one or more Fields to Obtain
    4. Optional- Select one or more Record ID(s)
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event for each message posted to one or more channels
Version:0.0.18
Key:discord_bot-new-message-in-channel

Discord Bot Overview

The Discord Bot API unlocks the power to interact with Discord users and channels programmatically, making it possible to automate messages, manage servers, and integrate with other services. With Pipedream's serverless platform, you can create complex workflows that respond to events in Discord, process data, and trigger actions in other apps. This opens up opportunities for community engagement, content moderation, analytics, and more, without the overhead of managing infrastructure.

Trigger Code

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import maxBy from "lodash.maxby";
import common from "../common.mjs";
import sampleEmit from "./test-event.mjs";

const { discord } = common.props;

export default {
  ...common,
  key: "discord_bot-new-message-in-channel",
  name: "New Message in Channel",
  description: "Emit new event for each message posted to one or more channels",
  type: "source",
  version: "0.0.18",

  dedupe: "unique", // Dedupe events based on the Discord message ID
  props: {
    ...common.props,
    db: "$.service.db",
    channels: {
      type: "string[]",
      label: "Channels",
      description: "The channels you'd like to watch for new messages",
      propDefinition: [
        discord,
        "channelId",
        ({ guildId }) => ({
          guildId,
        }),
      ],
    },
    emitEventsInBatch: {
      type: "boolean",
      label: "Emit messages as a single event",
      description:
        "If `true`, all messages are emitted as an array, within a single Pipedream event. Defaults to `false`, emitting each Discord message as its own event in Pipedream",
      optional: true,
      default: false,
    },
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  async run({ $ }) {
    // We store a cursor to the last message ID
    let lastMessageIDs = this._getLastMessageIDs();

    // If this is our first time running this source,
    // get the last N messages, emit them, and checkpoint
    for (const channelId of this.channels) {
      let lastMessageID;
      let messages = [];

      if (!lastMessageID) {
        messages = await this.discord.getMessages({
          $,
          channelId,
          params: {
            limit: 100,
          },
        });

        lastMessageID = messages.length
          ? maxBy(messages, (message) => message.id).id
          : 1;

      } else {
        let newMessages = [];

        do {
          newMessages = await this.discord.getMessages({
            $,
            channelId,
            params: {
              after: lastMessageIDs[channelId],
            },
          });

          messages = messages.concat(newMessages);

          lastMessageID = newMessages.length
            ? maxBy(newMessages, (message) => message.id).id
            : lastMessageIDs[channelId];

        } while (newMessages.length);
      }

      // Set the new high water mark for the last message ID
      // for this channel
      lastMessageIDs[channelId] = lastMessageID;

      if (!messages.length) {
        console.log(`No new messages in channel ${channelId}`);
        return;
      }

      console.log(`${messages.length} new messages in channel ${channelId}`);

      // Batched emits do not take advantage of the built-in deduper
      if (this.emitEventsInBatch) {
        const suffixChar =
          messages.length > 1
            ? "s"
            : "";

        this.$emit(messages, {
          summary: `${messages.length} new message${suffixChar}`,
          id: lastMessageID,
        });

      } else {
        messages.forEach((message) => {
          this.$emit(message, {
            summary: message.content,
            id: message.id, // dedupes events based on this ID
          });
        });
      }
    }

    // Set the last message ID for the next run
    this._setLastMessageIDs(lastMessageIDs);
  },
  sampleEmit,
};

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.
LabelPropTypeDescription
Discord BotdiscordappThis component uses the Discord Bot app.
GuildguildIdstringSelect a value from the drop down menu.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Channelschannelsstring[]Select a value from the drop down menu.
Emit messages as a single eventemitEventsInBatchboolean

If true, all messages are emitted as an array, within a single Pipedream event. Defaults to false, emitting each Discord message as its own event in Pipedream

timer$.interface.timer

Trigger Authentication

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

This app allows you to use the Discord API using your own Discord bot. If you don't want to use a custom bot, and you just need to use the Discord API, exit this screen and use the Discord app, instead.


If you want to use your own Discord bot, but haven't created one yet, see these instructions or watch this video. You'll need to add this bot to your server(s) to make successful API requests.

Once you've created your bot, you'll find the Bot token within the Bot section of your app. Enter that token below.

About Discord Bot

Use this app to interact with the Discord API using a bot in your account

Action

Description:Retrieves selected fields for some or all records of a selected object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)
Version:0.2.0
Key:salesforce_rest_api-find-records

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 from "../../salesforce_rest_api.app.mjs";

export default {
  key: "salesforce_rest_api-find-records",
  name: "Find Records",
  description:
    "Retrieves selected fields for some or all records of a selected object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)",
  version: "0.2.0",
  type: "action",
  props: {
    salesforce,
    sobjectType: {
      propDefinition: [
        salesforce,
        "objectType",
      ],
      description: "The type of object to obtain records of.",
    },
    fieldsToObtain: {
      propDefinition: [
        salesforce,
        "fieldsToObtain",
        (c) => ({
          objType: c.sobjectType,
        }),
      ],
    },
    recordIds: {
      propDefinition: [
        salesforce,
        "recordId",
        (c) => ({
          objType: c.sobjectType,
        }),
      ],
      label: "Record ID(s)",
      type: "string[]",
      optional: true,
      description:
        "The record(s) to retrieve. If not specified, all records will be retrieved.",
    },
  },
  async run({ $ }) {
    let {
      sobjectType,
      recordIds,
      fieldsToObtain,
    } = this;

    if (typeof recordIds === "string") recordIds = recordIds.split(",");
    if (typeof fieldsToObtain === "string") fieldsToObtain = fieldsToObtain.split(",");

    let query = `SELECT ${fieldsToObtain.join(", ")} FROM ${sobjectType}`;

    if (recordIds?.length) {
      query += ` WHERE Id IN ('${recordIds.join("','")}')`;
    }

    const { records } = await this.salesforce.query({
      $,
      query,
    });

    $.export("$summary", `Sucessfully retrieved ${records.length} records`);
    return records;
  },
};

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.

LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
SObject TypesobjectTypestringSelect a value from the drop down menu.
Fields to ObtainfieldsToObtainstring[]Select a value from the drop down menu.
Record ID(s)recordIdsstring[]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:

About Salesforce

Web services API for interacting with Salesforce

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