Create or Update Contact with Dex API on New Outbound Message (Instant) from Salesforce API

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New Outbound Message (Instant) from the Salesforce API

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Create or Update Contact with the Dex API

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Getting Started#

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

Select this integration
Configure the New Outbound Message (Instant) trigger
1. Connect your Salesforce account
2. Configure infoBox
Configure the Create or Update Contact action
1. Connect your Dex account
2. Configure Email
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Phone Number
6. Optional- Configure Job Title
7. Optional- Configure Description
8. Optional- Configure Education
9. Optional- Configure Image URL
10. Optional- Configure LinkedIn
11. Optional- Configure Twitter
12. Optional- Configure Instagram
13. Optional- Configure Telegram
14. Optional- Configure Birthday Year
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 Outbound Message (Instant) on Salesforce

Description:Emit new event when a new outbound message is received in Salesforce.

Version:0.1.7

Key:salesforce_rest_api-new-outbound-message

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.

Trigger Code#

import { XMLParser } from "fast-xml-parser";
import salesforce from "../../salesforce_rest_api.app.mjs";

export default {
  type: "source",
  name: "New Outbound Message (Instant)",
  key: "salesforce_rest_api-new-outbound-message",
  description: "Emit new event when a new outbound message is received in Salesforce.",
  version: "0.1.7",
  dedupe: "unique",
  props: {
    db: "$.service.db",
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    salesforce,
    infoBox: {
      type: "alert",
      alertType: "info",
      content: `See Salesforce's guide on [setting up Outbound Messaging](https://sforce.co/3JbZJom).
\\
Set the Outbound Message's \`Endpoint URL\` to the endpoint of this source, which you can view after it is created.
\\
The \`Send Session ID\` option must be enabled in Salesforce for validating outbound messages.`,
    },
  },
  methods: {
    _unwrapMessage(message) {
      const parser = new XMLParser({
        removeNSPrefix: true,
      });
      const obj = parser.parse(message);
      const notifications = obj["Envelope"]["Body"].notifications;
      return notifications;
    },
    _sendHttpResponse(successValue = true, status) {
      // eslint-disable-next-line multiline-ternary
      status = status ?? (successValue ? 200 : 400);
      this.http.respond({
        status,
        body: `
          <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
          xmlns:out="http://soap.sforce.com/2005/09/outbound">
            <soapenv:Header/>
            <soapenv:Body>
              <out:notificationsResponse>
                <out:Ack>${successValue}</out:Ack>
              </out:notificationsResponse>
            </soapenv:Body>
          </soapenv:Envelope>
        `,
        headers: {
          "content-type": "text/xml",
        },
      });
    },
    async _isValidSessionId(sessionId) {
      try {
        const data = await this.salesforce.getUserInfo(sessionId);
        return Boolean(data);
      } catch (err) {
        console.log("Error validating SessionId:", err);
        return false;
      }
    },
    async _isValidSource(data) {
      const { SessionId: sessionId } = data;
      if (!sessionId) {
        throw new Error("The outbound message is missing a Session ID. Please configure the outbound message to send Session ID to validate the webhook source.");
      }

      return this._isValidSessionId(sessionId);
    },
    generateMeta(data) {
      const {
        ActionId: actionId,
        Notification: { Id: eventId },
      } = data;
      const id = `${eventId}-${actionId}`;
      const summary = JSON.stringify(data);
      const ts = Date.now();
      return {
        id,
        summary,
        ts,
      };
    },
  },
  async run(event) {
    const { bodyRaw } = event;
    this._sendHttpResponse(true);
    const data = this._unwrapMessage(bodyRaw);
    if (!(await this._isValidSource(data))) {
      console.log("Skipping event from unrecognized source");
      return;
    }

    let notifications = data.Notification;
    if (!Array.isArray(notifications)) {
      notifications = [
        data.Notification,
      ];
    }

    notifications.forEach((n) => {
      const notification = Object.assign(data, {
        Notification: n,
      });
      this.$emit(notification, this.generateMeta(notification));
    });
  },
};

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
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.

Trigger 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

Action#

Create or Update Contact on Dex

Description:Adds a new contact or updates an existing one if the email address already exists in the Dex system. [See the documentation](https://guide.getdex.com/dex-user-api/post-contact)

Version:0.0.1

Key:dex-create-update-contact

View on GitHub

Dex Overview#

The Dex API offers a path to streamline and automate your relationship management by allowing you to sync, update, and interact with your personal Dex CRM data programmatically. On Pipedream, you can leverage this API to create powerful automations that keep your network vibrant and your connections strong, without manual effort. By integrating Dex with other apps on Pipedream, you can tailor workflows that sync contact info, set reminders for follow-ups, or trigger personalized communications based on various criteria.

Action Code#

import dex from "../../dex.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "dex-create-update-contact",
  name: "Create or Update Contact",
  description: "Adds a new contact or updates an existing one if the email address already exists in the Dex system. [See the documentation](https://guide.getdex.com/dex-user-api/post-contact)",
  version: "0.0.1",
  type: "action",
  props: {
    dex,
    email: {
      type: "string",
      label: "Email",
      description: "The email of the contact",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the contact",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the contact",
      optional: true,
    },
    phoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "The phone number of the contact",
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "Job title of the contact",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "Description of the contact",
      optional: true,
    },
    education: {
      type: "string",
      label: "Education",
      description: "Education of the contact",
      optional: true,
    },
    imageUrl: {
      type: "string",
      label: "Image URL",
      description: "Image URL of the contact",
      optional: true,
    },
    linkedin: {
      type: "string",
      label: "LinkedIn",
      description: "LinkedIn URL of the contact",
      optional: true,
    },
    twitter: {
      type: "string",
      label: "Twitter",
      description: "Twitter URL of the contact",
      optional: true,
    },
    instagram: {
      type: "string",
      label: "Instagram",
      description: "Instagram URL of the contact",
      optional: true,
    },
    telegram: {
      type: "string",
      label: "Telegram",
      description: "Telegram URL of the contact",
      optional: true,
    },
    birthdayYear: {
      type: "string",
      label: "Birthday Year",
      description: "Birthday year of the contact",
      optional: true,
    },
  },
  async run({ $ }) {
    const { search_contacts_by_exact_email: match } = await this.dex.getContact({
      $,
      params: {
        email: this.email,
      },
    });
    const data = utils.cleanObject({
      first_name: this.firstName,
      last_name: this.lastName,
      job_title: this.jobTitle,
      description: this.description,
      education: this.education,
      image_url: this.imageUrl,
      linkedin: this.linkedin,
      twitter: this.twitter,
      instagram: this.instagram,
      telegram: this.telegram,
      birthday_year: this.birthdayYear,
    });
    let response;
    if (match?.length) {
      const contact = match[0];
      response = await this.dex.updateContact({
        $,
        contactId: contact.id,
        data: utils.cleanObject({
          contactId: contact.id,
          changes: data,
          update_contact_phone_numbers: this.phoneNumber
            ? true
            : undefined,
          contact_phone_numbers: this.phoneNumber
            ? [
              {
                contact_id: contact.id,
                phone_number: this.phoneNumber,
              },
            ]
            : undefined,
        }),
      });
    } else {
      response = await this.dex.createContact({
        $,
        data: {
          contact: utils.cleanObject({
            ...data,
            contact_emails: {
              data: {
                email: this.email,
              },
            },
            contact_phone_numbers: this.phoneNumber
              ? {
                data: {
                  phone_number: this.phoneNumber,
                },
              }
              : undefined,
          }),
        },
      });
    }

    $.export("$summary", `Successfully ${match?.length
      ? "updated"
      : "created"} contact ${this.email}`);
    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
Dex	`dex`	`app`	This component uses the Dex app.
Email	`email`	`string`	The email of the contact
First Name	`firstName`	`string`	The first name of the contact
Last Name	`lastName`	`string`	The last name of the contact
Phone Number	`phoneNumber`	`string`	The phone number of the contact
Job Title	`jobTitle`	`string`	Job title of the contact
Description	`description`	`string`	Description of the contact
Education	`education`	`string`	Education of the contact
Image URL	`imageUrl`	`string`	Image URL of the contact
LinkedIn	`linkedin`	`string`	LinkedIn URL of the contact
Twitter	`twitter`	`string`	Twitter URL of the contact
Instagram	`instagram`	`string`	Instagram URL of the contact
Telegram	`telegram`	`string`	Telegram URL of the contact
Birthday Year	`birthdayYear`	`string`	Birthday year of the contact

Action Authentication#

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