← Salesforce + Onfleet integrations

Create Linked Pickup & Dropoff Tasks with Onfleet 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 Linked Pickup & Dropoff Tasks with the Onfleet API
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Getting Started

This integration creates a workflow with a Salesforce trigger and Onfleet 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 Outbound Message (Instant) trigger
    1. Connect your Salesforce account
    2. Configure infoBox
  3. Configure the Create Linked Pickup & Dropoff Tasks action
    1. Connect your Onfleet account
    2. Select a Merchant
    3. Select a Executor
    4. Configure Has A Pickup Recipient
    5. Configure Has A Dropoff Recipient
    6. Optional- Configure Destination Latitude
    7. Optional- Configure Destination Longitude
    8. Configure Address Line 1
    9. Optional- Configure Address Line 2
    10. Configure Address City
    11. Configure Address State / Province
    12. Configure Address Post Code / Zip
    13. Configure Address Country
    14. Select a Task Link Order
    15. Select a Assignment
    16. Optional- Configure Quantity
    17. Optional- Configure Service Time
    18. Configure Signature Requirement
    19. Configure Photo Requirement
    20. Configure Notes Requirement
    21. Optional- Configure Minimum Age Requirement
    22. Optional- Configure Complete After
    23. Optional- Configure Complete Before
    24. Optional- Configure Notes
    25. Optional- Configure Appearance
  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 outbound message is received in Salesforce.
Version:0.1.7
Key:salesforce_rest_api-new-outbound-message

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.
LabelPropTypeDescription
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.
SalesforcesalesforceappThis 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

Description:Create a pickup task and dropoff task linked with each other. [See the docs here](https://docs.onfleet.com/reference/create-task)
Version:0.0.1
Key:onfleet-create-pickup-dropoff-task

Onfleet Overview

The Onfleet API integrates with Pipedream to power logistics and delivery operations, offering real-time tracking, optimized routes, automatic dispatch, analytics, and communication with drivers. With Pipedream's serverless platform, one can automate complex workflows involving Onfleet and other apps, triggering actions based on events, scheduling tasks, or processing data to enhance delivery services.

Action Code

import onfleet from "../../app/onfleet.app.mjs";
import { clearObj, prepareData } from "../common/utils.mjs";
export default {
    key: "onfleet-create-pickup-dropoff-task",
    name: "Create Linked Pickup & Dropoff Tasks",
    description: "Create a pickup task and dropoff task linked with each other. [See the docs here](https://docs.onfleet.com/reference/create-task)",
    type: "action",
    version: "0.0.1",
    props: {
        onfleet,
        merchant: {
            propDefinition: [
                onfleet,
                "merchant",
            ],
        },
        executor: {
            propDefinition: [
                onfleet,
                "merchant",
            ],
            label: "Executor",
            description: "The ID of the organization that will be responsible for fulfilling the task. Defaults to the creating organization. If you delegate your deliveries to a third party, provide their organization ID.",
        },
        hasPickupRecipient: {
            type: "boolean",
            label: "Has A Pickup Recipient",
            description: "If the pickup have a recipient who should be notified of task status changes.",
            reloadProps: true,
        },
        hasDropoffRecipient: {
            type: "boolean",
            label: "Has A Dropoff Recipient",
            description: "If the dropoff have a recipient who should be notified of task status changes.",
            reloadProps: true,
        },
        latitude: {
            propDefinition: [
                onfleet,
                "latitude",
            ],
            optional: true,
        },
        longitude: {
            propDefinition: [
                onfleet,
                "longitude",
            ],
            optional: true,
        },
        street: {
            propDefinition: [
                onfleet,
                "street",
            ],
        },
        apartment: {
            propDefinition: [
                onfleet,
                "apartment",
            ],
            optional: true,
        },
        city: {
            propDefinition: [
                onfleet,
                "city",
            ],
        },
        state: {
            propDefinition: [
                onfleet,
                "state",
            ],
        },
        postalCode: {
            propDefinition: [
                onfleet,
                "postalCode",
            ],
        },
        country: {
            propDefinition: [
                onfleet,
                "country",
            ],
        },
        taskLinkOrder: {
            type: "integer",
            label: "Task Link Order",
            description: "The order in which to create the linked task relationship. By default, the pickup is created as the prerequisite to the dropoff. Choose \"Dropoff first\" to reverse this order, requiring completion of the dropoff before the pickup.",
            default: 1,
            options: [
                {
                    label: "Pickup first",
                    value: 1,
                },
                {
                    label: "Dropoff first",
                    value: 2,
                },
            ],
        },
        autoAssign: {
            propDefinition: [
                onfleet,
                "autoAssign",
            ],
            reloadProps: true,
        },
        quantity: {
            propDefinition: [
                onfleet,
                "quantity",
            ],
            optional: true,
        },
        serviceTime: {
            propDefinition: [
                onfleet,
                "serviceTime",
            ],
            optional: true,
        },
        signatureRequirement: {
            propDefinition: [
                onfleet,
                "signatureRequirement",
            ],
        },
        photoRequirement: {
            propDefinition: [
                onfleet,
                "photoRequirement",
            ],
        },
        notesRequirement: {
            propDefinition: [
                onfleet,
                "notesRequirement",
            ],
        },
        minimumAgeRequirement: {
            propDefinition: [
                onfleet,
                "minimumAgeRequirement",
            ],
            optional: true,
        },
        completeAfter: {
            propDefinition: [
                onfleet,
                "completeAfter",
            ],
            optional: true,
        },
        completeBefore: {
            propDefinition: [
                onfleet,
                "completeBefore",
            ],
            optional: true,
        },
        notes: {
            propDefinition: [
                onfleet,
                "notes",
            ],
            optional: true,
        },
        appearance: {
            propDefinition: [
                onfleet,
                "appearance",
            ],
            optional: true,
        },
    },
    async additionalProps() {
        let props = {};
        if (this.hasPickupRecipient) {
            props = {
                ...props,
                pickupRecipientName: {
                    type: "string",
                    label: "Pickup Recipient Name",
                    description: "The person to be notified that the pickup is occurring.",
                },
                pickupRecipientPhone: {
                    type: "string",
                    label: "Pickup Recipient Phone",
                    description: "The phone of the pickup recipient.",
                },
                pickupRecipientNotes: {
                    type: "string",
                    label: "Pickup Recipient Notes",
                    description: "Notes related the recipient or the destination like door codes, beware of dog, etc.",
                    optional: true,
                },
            };
        }
        if (this.hasDropoffRecipient) {
            props = {
                ...props,
                dropoffRecipientName: {
                    type: "string",
                    label: "Dropoff Recipient Name",
                    description: "The person to be notified that the pickup is occurring.",
                },
                dropoffRecipientPhone: {
                    type: "string",
                    label: "Dropoff Recipient Phone",
                    description: "The phone of the dropoff recipient.",
                },
                dropoffRecipientNotes: {
                    type: "string",
                    label: "Dropoff Recipient Notes",
                    description: "Notes related the recipient or the destination like door codes, beware of dog, etc.",
                    optional: true,
                },
            };
        }
        if (this.autoAssign) {
            if (this.autoAssign != "auto-assign") {
                props = {
                    ...props,
                    team: {
                        type: "string",
                        label: "Team Id",
                        description: "The team's Id",
                        options: async () => {
                            const teams = await this.onfleet.listTeams();
                            return teams.map(({ id: value, name: label, }) => ({
                                label,
                                value,
                            }));
                        },
                    },
                };
            }
            if (this.autoAssign === "driver") {
                props = {
                    ...props,
                    worker: {
                        type: "string",
                        label: "Driver",
                        description: "The driver's Id",
                        options: async () => {
                            const drivers = await this.onfleet.listWorkers({
                                teamId: this.team,
                            });
                            return drivers.map(({ id: value, name: label, }) => ({
                                label,
                                value,
                            }));
                        },
                    },
                };
            }
        }
        return props;
    },
    methods: {
        async createTask(onfleet, data) {
            const preparedData = prepareData(data);
            return await onfleet.createTask(clearObj(preparedData));
        },
    },
    async run({ $ }) {
        const { onfleet, pickupRecipientName, pickupRecipientPhone, pickupRecipientNotes, dropoffRecipientName, dropoffRecipientPhone, dropoffRecipientNotes, taskLinkOrder, pickupLatitude, pickupLongitude, pickupAddress, dropoffLatitude, dropoffLongitude, dropoffAddress, recipientPickup, recipientDropoff, ...data } = this;
        const pickupObject = {
            ...data,
            recipientName: pickupRecipientName,
            recipientPhone: pickupRecipientPhone,
            recipientNotes: pickupRecipientNotes,
            recipient: recipientPickup,
            latitude: pickupLatitude,
            longitude: pickupLongitude,
            address: pickupAddress,
        };
        const dropoffObject = {
            ...data,
            recipientName: dropoffRecipientName,
            recipientPhone: dropoffRecipientPhone,
            recipientNotes: dropoffRecipientNotes,
            recipient: recipientDropoff,
            latitude: dropoffLatitude,
            longitude: dropoffLongitude,
            address: dropoffAddress,
        };
        let pickupResponse = {};
        let dropoffResponse = {};
        let response = {};
        let summary = "";
        if (taskLinkOrder == "1") {
            pickupResponse = await this.createTask(onfleet, {
                ...pickupObject,
            });
            dropoffResponse = await this.createTask(onfleet, {
                dependencies: [
                    pickupResponse.id,
                ],
                ...dropoffObject,
            });
            summary = `A new pickup task with id ${pickupResponse.id} was successfully created, then a new dropff task with id ${dropoffResponse.id} was successfully created!`;
        }
        else {
            dropoffResponse = await this.createTask(onfleet, {
                ...dropoffObject,
            });
            pickupResponse = await this.createTask(onfleet, {
                dependencies: [
                    dropoffResponse.id,
                ],
                ...pickupObject,
            });
            summary = `A new dropff task with id ${dropoffResponse.id} was successfully created, then a new pickup task with id ${pickupResponse.id} was successfully created!`;
        }
        response = {
            dropoffResponse,
            pickupResponse,
        };
        $.export("$summary", 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.

LabelPropTypeDescription
OnfleetonfleetappThis component uses the Onfleet app.
MerchantmerchantstringSelect a value from the drop down menu.
ExecutorexecutorstringSelect a value from the drop down menu.
Has A Pickup RecipienthasPickupRecipientboolean

If the pickup have a recipient who should be notified of task status changes.

Has A Dropoff RecipienthasDropoffRecipientboolean

If the dropoff have a recipient who should be notified of task status changes.

Destination Latitudelatitudestring

The Latitude of the destination.

Destination Longitudelongitudestring

The Longitude of the destination.

Address Line 1streetstring

If coordinates used, this will be for display purposes only. Coordinates will be relied on for actual location. Used for the number and name of the street.

Address Line 2apartmentstring

For display purposes only. Used for Apartment, suite or other descriptive information.

Address Citycitystring

If coordinates used, for display purposes only. Coordinates will be relied on for actual location.

Address State / Provincestatestring

If coordinates used, for display purposes only. Coordinates will be relied on for actual location.

Address Post Code / ZippostalCodestring

If coordinates used, for display purposes only. Coordinates will be relied on for actual location.

Address Countrycountrystring

If coordinates used, for display purposes only. Coordinates will be relied on for actual location.

Task Link OrdertaskLinkOrderintegerSelect a value from the drop down menu:{ "label": "Pickup first", "value": 1 }{ "label": "Dropoff first", "value": 2 }
AssignmentautoAssignstringSelect a value from the drop down menu:auto-assignteamdriver
Quantityquantityinteger

The number of units to be dropped off while completing this task, for route optimization purposes.

Service TimeserviceTimeinteger

The number of minutes to be spent by the worker on arrival at this task's destination, for route optimization purposes.

Signature RequirementsignatureRequirementboolean

A signature must be collected to complete this task.

Photo RequirementphotoRequirementboolean

A photo must be collected to complete this task.

Notes RequirementnotesRequirementboolean

Task completion notes must be submitted to complete this task.

Minimum Age RequirementminimumAgeRequirementinteger

The recipient's ID must be scanned and their age verified to be greater than or equal to the minimumAge in order to complete the task. Must be in a plan that supports ID verification.

Complete AftercompleteAfterinteger

A timestamp in unix time for the earliest time the task should be completed, in milliseconds precision.

Complete BeforecompleteBeforeinteger

A timestamp in unix time for the latest time the task should be completed, in milliseconds precision.

Notesnotesstring

Notes for the task. Field length cannot exceed 10,000 characters.

Appearanceappearanceobject

Set triangle colored pins on the map.

Action Authentication

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

To retrieve your API key,

  • Navigate to your Onfleet account and sign in
  • Go to Settings > API & Webhooks

About Onfleet

Onfleet is the world's most advanced last mile delivery platform.

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