← Leadfeeder + Salesforce integrations

Convert SOAP XML Object to JSON with Salesforce API on New Lead Created from Leadfeeder API

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New Lead Created from the Leadfeeder 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 Leadfeeder 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 Lead Created trigger
    1. Connect your Leadfeeder account
    2. Configure Polling schedule
    3. Select a Account ID
  3. 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
  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 when a new lead is created. [See the docs](https://docs.leadfeeder.com/api/#get-leads)
Version:0.0.1
Key:leadfeeder-new-lead-created

Leadfeeder Overview

Leadfeeder is a tool that reveals the companies visiting your website and how they interact with your content. By harnessing the power of the Leadfeeder API on Pipedream, you can automate the process of capturing lead data and integrating it directly into your sales and marketing workflows. This can range from enriching CRM records to triggering custom email campaigns based on visitor behavior, enabling a more dynamic and responsive engagement with potential customers.

Trigger Code

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

export default {
  ...common,
  key: "leadfeeder-new-lead-created",
  name: "New Lead Created",
  description: "Emit new event when a new lead is created. [See the docs](https://docs.leadfeeder.com/api/#get-leads)",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.app.getLeads;
    },
    getResourceFnArgs() {
      const lastVisitDateStr = this.getLastVisitDate();
      const currentDateStr = utils.getFormatDate();
      const daysAgoStr = utils.getFormatDate(30);
      return {
        accountId: this.accountId,
        params: {
          start_date: lastVisitDateStr || daysAgoStr,
          end_date: currentDateStr,
        },
      };
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        ts: Date.parse(resource.attributes.first_visit_date) || Date.now(),
        summary: `New Lead Created ${resource.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.
LabelPropTypeDescription
LeadfeederappappThis component uses the Leadfeeder app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling scheduletimer$.interface.timer

How often to poll the Leadfeeder API

Account IDaccountIdstringSelect a value from the drop down menu.

Trigger Authentication

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

Leadfeeder API expects an API token to be included in all requests sent to the server.

You can generate your unique authentication token at Leadfeeder API settings.

About Leadfeeder

Leadfeeder is the #1-rated app for Google Analytics and it's the best way to generate free sales leads.

Action

Description:Converts a SOAP XML Object received from Salesforce to JSON
Version:0.0.6
Key:salesforce_rest_api-convert-soap-xml-to-json

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.

LabelPropTypeDescription
Salesforcesalesforce_rest_apiappThis component uses the Salesforce app.
XML Soap Objectxmlstring

The object received from Salesforce that will be converted.

Extract Notifications OnlyextractNotificationOnlyboolean

Whether to extract only the notification parts from the XML. Default: true.

Fail on ErrorfailOnErrorboolean

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

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