← Motion + Salesforce integrations

Create Account with Salesforce API on Task Status Updated from Motion API

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Task Status Updated from the Motion API
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Create Account with the Salesforce API
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Getting Started

This integration creates a workflow with a Motion 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 Task Status Updated trigger
    1. Connect your Motion account
    2. Configure Polling interval
    3. Select a Task Id
  3. Configure the Create Account action
    1. Connect your Salesforce account
    2. Configure Account Name
    3. Optional- Configure Account Number
    4. Optional- Configure Description
    5. Optional- Configure Phone
    6. Optional- Configure Website
    7. Configure docsInfo
    8. Optional- Configure See All Props
  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 the status of a specific task is updated.
Version:0.0.1
Key:motion-task-status-updated

Motion Overview

The Motion API empowers users to streamline project management and productivity tasks. Within Pipedream's environment, you can leverage this API to automate actions based on project updates, task completions, and team collaborations. It's a toolset that sails smoothly with Pipedream's knack for creating swift integrations and workflows, making it possible to connect Motion with other apps to optimize project tracking, notifications, and data synchronization.

Trigger Code

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

export default {
  key: "motion-task-status-updated",
  name: "Task Status Updated",
  version: "0.0.1",
  description: "Emit new event when the status of a specific task is updated.",
  type: "source",
  dedupe: "unique",
  props: {
    motion,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll the Motion API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    taskId: {
      propDefinition: [
        motion,
        "taskId",
      ],
    },
  },
  methods: {
    _getLastStatusName() {
      return this.db.get("lastStatusName");
    },
    _setLastStatusName(lastStatusName) {
      this.db.set("lastStatusName", lastStatusName);
    },
    async startEvent() {
      const { taskId } = this;
      const lastStatusName = this._getLastStatusName();

      const task = await this.motion.getTask({
        taskId,
      });

      if (lastStatusName != task.status.name) {
        const ts = Date.now();
        this.$emit(
          task,
          {
            id: `${task.id}+${ts}`,
            summary: `The status of the task: "${taskId}" was updated!`,
            ts,
          },
        );

        this._setLastStatusName(task.status.name);
      }
    },
  },
  async run() {
    await this.startEvent();
  },
};

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
MotionmotionappThis component uses the Motion app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling intervaltimer$.interface.timer

Pipedream will poll the Motion API on this schedule

Task IdtaskIdstringSelect a value from the drop down menu.

Trigger Authentication

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

About Motion

Manage calendars, meetings, projects & tasks in one tool

Action

Description:Creates a Salesforce account. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm)
Version:0.3.0
Key:salesforce_rest_api-create-account

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 account from "../../common/sobjects/account.mjs";

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

export default {
  ...common,
  key: "salesforce_rest_api-create-account",
  name: "Create Account",
  description: `Creates a Salesforce account. [See the documentation](${docsLink})`,
  version: "0.3.0",
  type: "action",
  methods: {
    ...common.methods,
    getObjectType() {
      return "Account";
    },
    getAdvancedProps() {
      return account.extraProps;
    },
  },
  props: getProps({
    objType: account,
    docsLink,
  }),
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      getAdvancedProps,
      getObjectType,
      getAdditionalFields,
      formatDateTimeProps,
      useAdvancedProps,
      docsInfo,
      dateInfo,
      additionalFields,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */
    const response = await salesforce.createRecord("Account", {
      $,
      data: {
        ...data,
        ...getAdditionalFields(),
      },
    });
    $.export("$summary", `Successfully created account "${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.

LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
Account NameNamestring

Name of the account. Max 255 characters.

Account NumberAccountNumberstring

Account number assigned to this account (not the unique, system-generated ID assigned during creation). Max 40 characters.

DescriptionDescriptionstring

Text description of the account. Limited to 32,000 KB.

PhonePhonestring

Phone number for this account. Max 40 characters.

WebsiteWebsitestring

The website of this account. Max 255 characters.

See All PropsuseAdvancedPropsboolean

Set to true to see all available props for this object.

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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