Create Draft with Gmail API on New Updated Record (Instant, of Selectable Type) from Salesforce API

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

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Create Draft with the Gmail API

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Getting Started#

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

Select this integration
Configure the New Updated Record (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
4. Optional- Select one or more Fields To Watch
Configure the Create Draft action
1. Connect your Gmail account
2. Configure To
3. Optional- Configure Cc
4. Optional- Configure Bcc
5. Configure Subject
6. Configure Email Body
7. Optional- Select a Body Type
8. Optional- Configure Attachment Filenames
9. Optional- Configure Attachment URLs or Paths
10. Optional- Select a In Reply To
11. Optional- Select a Mime Type
12. Optional- Select a From Email
13. Optional- Select a Signature
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 Updated Record (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)

Version:0.2.0

Key:salesforce_rest_api-record-updated-instant

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 startCase from "lodash/startCase.js";
import common from "../common.mjs";
import constants from "../../common/constants.mjs";
const { salesforce } = common.props;

export default {
  ...common,
  type: "source",
  name: "New Updated Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-updated-instant",
  description: "Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
          filter: ({ updateable }) => updateable,
        }),
      ],
      label: "Fields To Watch",
      type: "string[]",
      optional: true,
      description: "If specified, events will only be emitted if at least one of the selected fields is updated. This filter is only available when a webhook is created successfully.",
    },
  },
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;

      const {
        LastModifiedDate: lastModifiedDate,
        [fieldName]: name,
        Id: id,
      } = item;

      const entityType = startCase(objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      return {
        id: `${id}-${ts}`,
        summary,
        ts,
      };
    },
    getEventType() {
      return "updated";
    },
    isEventRelevant(changedFields) {
      const { fields } = this;
      return fields?.length
        ? Object.keys(changedFields).some((key) => fields.includes(key))
        : true;
    },
    getChangedFields(body) {
      return Object.entries(body.New).filter(([
        key,
        value,
      ]) => {
        const oldValue = body.Old[key];
        return (
          value !== undefined
          && oldValue !== undefined
          && JSON.stringify(value) !== JSON.stringify(oldValue)
        );
      })
        .reduce((obj, [
          key,
          value,
        ]) => {
          obj[key] = {
            old: body.Old[key],
            new: value,
          };
          return obj;
        }, {});
    },
    processWebhookEvent(event) {
      const { body } = event;
      const changedFields = this.getChangedFields(body);
      if (this.isEventRelevant(changedFields)) {
        const meta = this.generateWebhookMeta(event);
        this.$emit({
          ...body,
          changedFields,
        }, meta);
      }
    },
    async processTimerEvent(eventData) {
      const {
        getNameField,
        getObjectTypeColumns,
        paginate,
        objectType,
        setLatestDateCovered,
        generateTimerMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

      const fieldName = getNameField();
      const columns = getObjectTypeColumns();

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
        dateFieldName: constants.FIELD_NAME.LAST_MODIFIED_DATE,
      });

      const [
        latestEvent,
      ] = events;

      if (latestEvent?.LastModifiedDate) {
        const latestDateCovered = new Date(latestEvent.LastModifiedDate);
        latestDateCovered.setSeconds(0);
        setLatestDateCovered(latestDateCovered.toISOString());
      }

      Array.from(events)
        .reverse()
        .forEach((item) => {
          const meta = generateTimerMeta(item, fieldName);
          emit(item, meta);
        });
    },
    async timerActivateHook() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      const { fields } = await getObjectTypeDescription(objectType);
      const columns = fields.map(({ name }) => name);

      setObjectTypeColumns(columns);
    },
  },
};

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
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
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.
	`timer`	`$.interface.timer`	The timer is only used as a fallback if instant event delivery (webhook) is not available.
Object Type	`objectType`	`string`	Select a value from the drop down menu.
Fields To Watch	`fields`	`string[]`	Select a value from the drop down menu.

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#

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

Action#

Create Draft on Gmail

Description:Create a draft from your Google Workspace email account. [See the documentation](https://developers.google.com/gmail/api/reference/rest/v1/users.drafts/create)

Version:0.1.7

Key:gmail-create-draft

View on GitHub

Gmail Overview#

By connecting your personal Gmail account to Pipedream, you'll be able to incorporate email into whatever you're building with any of the thousands of apps that are available on Pipedream.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import utils from "../../common/utils.mjs";
import gmail from "../../gmail.app.mjs";

export default {
  key: "gmail-create-draft",
  name: "Create Draft",
  description: "Create a draft from your Google Workspace email account. [See the documentation](https://developers.google.com/gmail/api/reference/rest/v1/users.drafts/create)",
  version: "0.1.7",
  type: "action",
  props: {
    gmail,
    to: {
      propDefinition: [
        gmail,
        "to",
      ],
    },
    cc: {
      propDefinition: [
        gmail,
        "cc",
      ],
    },
    bcc: {
      propDefinition: [
        gmail,
        "bcc",
      ],
    },
    subject: {
      propDefinition: [
        gmail,
        "subject",
      ],
    },
    body: {
      propDefinition: [
        gmail,
        "body",
      ],
    },
    bodyType: {
      propDefinition: [
        gmail,
        "bodyType",
      ],
    },
    attachmentFilenames: {
      propDefinition: [
        gmail,
        "attachmentFilenames",
      ],
    },
    attachmentUrlsOrPaths: {
      propDefinition: [
        gmail,
        "attachmentUrlsOrPaths",
      ],
    },
    inReplyTo: {
      propDefinition: [
        gmail,
        "message",
      ],
      label: "In Reply To",
      description: "Specify the `message-id` this email is replying to.",
      optional: true,
    },
    mimeType: {
      propDefinition: [
        gmail,
        "mimeType",
      ],
    },
    fromEmail: {
      propDefinition: [
        gmail,
        "fromEmail",
      ],
    },
    signature: {
      propDefinition: [
        gmail,
        "signature",
      ],
    },
  },
  async run({ $ }) {
    this.attachmentFilenames = utils.parseArray(this.attachmentFilenames);
    this.attachmentUrlsOrPaths = utils.parseArray(this.attachmentUrlsOrPaths);
    if (this.attachmentFilenames?.length !== this.attachmentUrlsOrPaths?.length) {
      throw new ConfigurationError("Must specify the same number of `Attachment Filenames` and `Attachment URLs or Paths`");
    }
    const opts = await this.gmail.getOptionsToSendEmail($, this);
    const response = await this.gmail.createDraft(opts);
    $.export("$summary", "Successfully created a draft message");
    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
Gmail	`gmail`	`app`	This component uses the Gmail app.
To	`to`	`string[]`	Enter a single recipient's email or multiple emails as items in an array.
Cc	`cc`	`string[]`	Enter a single recipient's email or multiple emails as items in an array.
Bcc	`bcc`	`string[]`	Enter a single recipient's email or multiple emails as items in an array.
Subject	`subject`	`string`	Specify a subject for the email.
Email Body	`body`	`string`	Include an email body as either plain text or HTML. If HTML, make sure to set the "Body Type" prop to `html`.
Body Type	`bodyType`	`string`	Select a value from the drop down menu:`htmlplaintext`
Attachment Filenames	`attachmentFilenames`	`string[]`	Array of the names of the files to attach. Must contain the file extension (e.g. `.jpeg`, `.txt`). Use in conjuction with `Attachment URLs or Paths`.
Attachment URLs or Paths	`attachmentUrlsOrPaths`	`string[]`	Array of the URLs of the download links for the files, or the local paths (e.g. `/tmp/my-file.txt`). Use in conjuction with `Attachment Filenames`.
In Reply To	`inReplyTo`	`string`	Select a value from the drop down menu.
Mime Type	`mimeType`	`string`	Select a value from the drop down menu.
From Email	`fromEmail`	`string`	Select a value from the drop down menu.
Signature	`signature`	`string`	Select a value from the drop down menu.

Action Authentication#

Gmail uses OAuth authentication. When you connect your Gmail account, Pipedream will open a popup window where you can sign into Gmail and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Gmail API.

Pipedream requests the following authorization scopes when you connect your account:

emailprofileopenidhttps://www.googleapis.com/auth/gmail.labelshttps://www.googleapis.com/auth/gmail.sendhttps://www.googleapis.com/auth/gmail.modifyhttps://www.googleapis.com/auth/gmail.composehttps://www.googleapis.com/auth/gmail.settings.basic

Create Draft with Gmail API on New Updated Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Gmail, Salesforce and 2,700+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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