Create Case with Salesforce API on New Account Created from Recurly API

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Trigger workflow on

New Account Created from the Recurly API

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Create Case with the Salesforce API

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Getting Started#

This integration creates a workflow with a Recurly 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 Account Created trigger
1. Connect your Recurly account
2. Configure Polling schedule
Configure the Create Case action
1. Connect your Salesforce account
2. Configure dateInfo
3. Optional- Configure Description
4. Optional- Select a Status
5. Optional- Configure Email
6. Optional- Configure Name
7. Configure docsInfo
8. Optional- Configure See All Props
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 Account Created on Recurly

Description:Emit new event when a new account is created. [See the docs](https://recurly.com/developers/api/v2021-02-25/index.html#operation/list_accounts).

Version:0.0.1

Key:recurly-new-account-created

View on GitHub

Recurly Overview#

Recurly API provides robust functionality for subscription management, including creating and updating customer accounts, managing billing information, and handling subscription lifecycle events. With Pipedream, you can leverage these capabilities to create automated workflows that respond to events in Recurly, sync data with other systems, and perform actions that enhance your subscription operations and customer experiences.

Trigger Code#

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

export default {
  ...common,
  key: "recurly-new-account-created",
  name: "New Account Created",
  description: "Emit new event when a new account is created. [See the docs](https://recurly.com/developers/api/v2021-02-25/index.html#operation/list_accounts).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    listAccounts(args = {}) {
      return this.app.makeRequest({
        method: "listAccounts",
        ...args,
      });
    },
    getResourcesFn() {
      return this.listAccounts;
    },
    getResourcesFnArgs() {
      const lastCreatedAt = this.getLastCreatedAt();
      if (lastCreatedAt) {
        return {
          params: {
            limit: constants.DEFAULT_LIMIT,
            beginTime: lastCreatedAt,
          },
        };
      }
      return {
        params: {
          limit: constants.DEFAULT_LIMIT,
        },
      };
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        ts: Date.parse(resource.createdAt),
        summary: `New Account ID ${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.

Label	Prop	Type	Description
Recurly	`app`	`app`	This component uses the Recurly app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the Recurly API

Trigger Authentication#

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

To access your API key, navigate to Integrations > API Credentials in your Recurly account (https://[your_subdomain].recurly.com/integrations/api_keys).

About Recurly#

The subscription management platform delivering unrivaled results to smart brands worldwide.

Action#

Create Case on Salesforce

Description:Creates a Case, which represents a customer issue or problem. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_case.htm)

Version:0.3.0

Key:salesforce_rest_api-create-case

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 caseObj from "../../common/sobjects/case.mjs";

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

export default {
  ...common,
  key: "salesforce_rest_api-create-case",
  name: "Create Case",
  description: `Creates a Case, which represents a customer issue or problem. [See the documentation](${docsLink})`,
  version: "0.3.0",
  type: "action",
  methods: {
    ...common.methods,
    getObjectType() {
      return "Case";
    },
    getAdvancedProps() {
      return caseObj.extraProps;
    },
  },
  props: getProps({
    objType: caseObj,
    docsLink,
    showDateInfo: true,
  }),
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      getAdvancedProps,
      getObjectType,
      getAdditionalFields,
      formatDateTimeProps,
      useAdvancedProps,
      docsInfo,
      dateInfo,
      additionalFields,
      SlaStartDate,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */
    const response = await salesforce.createRecord("Case", {
      $,
      data: {
        ...data,
        ...formatDateTimeProps({
          SlaStartDate,
        }),
        ...getAdditionalFields(),
      },
    });
    const summary = (this.SuppliedName && ` "${this.SuppliedName}"`) ?? (this.SuppliedEmail && ` with email ${this.SuppliedEmail}`) ?? "";
    $.export("$summary", `Successfully created case${summary}`);
    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.
Description	`Description`	`string`	A text description of the case. Limit: 32 KB.
Status	`Status`	`string`	Select a value from the drop down menu:`NewWorkingEscalatedClosed`
Email	`SuppliedEmail`	`string`	The email address associated with the case.
Name	`SuppliedName`	`string`	The name of the case.
See All Props	`useAdvancedProps`	`boolean`	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:

Create Case with Salesforce API on New Account Created from Recurly API

Pipedream makes it easy to connect APIs for Salesforce, Recurly 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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