Find Records with Salesforce API on New Form Submission from Formcarry API

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New Form Submission from the Formcarry API

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Find Records with the Salesforce API

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Getting Started#

This integration creates a workflow with a Formcarry 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 Form Submission trigger
1. Connect your Formcarry account
2. Configure timer
3. Configure Form ID
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)
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 Form Submission on Formcarry

Description:Emit new event when the specified form receives a new submission. [See the documentation](https://formcarry.com/docs/formcarry-api/submissions-api#cc7f3010897b4c938c8829db46b18656)

Version:0.0.1

Key:formcarry-new-form-submission

View on GitHub

Formcarry Overview#

Formcarry is an API for form processing, empowering developers to handle form submissions without the need for server-side code. With Formcarry, you can effortlessly collect, process, and integrate form data with various services. Using Pipedream, you can create serverless workflows that react to form submissions by triggering actions within Formcarry or in other apps, streamlining data collection and automation processes.

Trigger Code#

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

export default {
  key: "formcarry-new-form-submission",
  name: "New Form Submission",
  description: "Emit new event when the specified form receives a new submission. [See the documentation](https://formcarry.com/docs/formcarry-api/submissions-api#cc7f3010897b4c938c8829db46b18656)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    formcarry,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    formId: {
      type: "string",
      label: "Form ID",
      description: "The ID of the form to watch for new submissions",
    },
  },
  hooks: {
    async deploy() {
      await this.processEvent(25);
    },
  },
  methods: {
    _getLastTs() {
      return this.db.get("lastTs") || 0;
    },
    _setLastTs(lastTs) {
      this.db.set("lastTs", lastTs);
    },
    generateMeta(submission) {
      return {
        id: submission._id,
        summary: `New Form Submission ID: ${submission._id}`,
        ts: Date.parse(submission.createdAt),
      };
    },
    async processEvent(max) {
      const lastTs = this._getLastTs();

      const results = this.formcarry.paginate({
        fn: this.formcarry.listSubmissions,
        args: {
          formId: this.formId,
        },
        resourceKey: "submissions",
        max,
      });

      const submissions = [];
      for await (const item of results) {
        const ts = Date.parse(item.createdAt);
        if (ts >= lastTs) {
          submissions.push(item);
        } else {
          break;
        }
      }

      if (!submissions.length) {
        return;
      }

      this._setLastTs(Date.parse(submissions[0].createdAt));

      submissions.forEach((submission) => {
        const meta = this.generateMeta(submission);
        this.$emit(submission, meta);
      });
    },
  },
  async run() {
    await this.processEvent();
  },
};

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
Formcarry	`formcarry`	`app`	This component uses the Formcarry app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Form ID	`formId`	`string`	The ID of the form to watch for new submissions

Trigger Authentication#

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

About Formcarry#

Formcarry allows you to collect submissions from your own HTML form, without any back-end code.

Action#

Find Records on Salesforce

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

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 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.

Label	Prop	Type	Description
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
SObject Type	`sobjectType`	`string`	Select a value from the drop down menu.
Fields to Obtain	`fieldsToObtain`	`string[]`	Select a value from the drop down menu.
Record ID(s)	`recordIds`	`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:

Find Records with Salesforce API on New Form Submission from Formcarry API

Pipedream makes it easy to connect APIs for Salesforce, Formcarry 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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