Create Ticket with SupportBee 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 Ticket with the SupportBee API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and SupportBee 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 Ticket action
1. Connect your SupportBee account
2. Configure Subject
3. Configure Requester Name
4. Configure Requester Email
5. Optional- Configure Content Text
6. Optional- Configure Content HTML
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 Ticket on SupportBee

Description:Creates a client. [See docs here](https://supportbee.com/api#create_ticket)

Version:0.0.1

Key:supportbee-create-ticket

View on GitHub

SupportBee Overview#

SupportBee's API hooks into its customer support ticketing system, allowing for programmatic ticket management, reporting, and collaboration. With Pipedream, you can leverage this API to automate responses, escalate issues based on keywords, or sync with other tools to streamline your support workflow.

Action Code#

import supportbee from "../../supportbee.app.mjs";

export default {
  name: "Create Ticket",
  version: "0.0.1",
  key: "supportbee-create-ticket",
  description: "Creates a client. [See docs here](https://supportbee.com/api#create_ticket)",
  type: "action",
  props: {
    supportbee,
    subject: {
      label: "Subject",
      description: "The subject of the ticket",
      type: "string",
    },
    requesterName: {
      label: "Requester Name",
      description: "The requester name of the ticket",
      type: "string",
    },
    requesterEmail: {
      label: "Requester Email",
      description: "The requester email of the ticket",
      type: "string",
    },
    contentText: {
      label: "Content Text",
      description: "The text context of the ticket",
      type: "string",
      optional: true,
    },
    contentHtml: {
      label: "Content HTML",
      description: "The HTML context of the ticket",
      type: "string",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.supportbee.createTicket({
      $,
      data: {
        ticket: {
          subject: this.subject,
          requester_name: this.requesterName,
          requester_email: this.requesterEmail,
          content: {
            text: this.contentText,
            html: this.contentHtml,
          },
        },
      },
    });

    if (response) {
      $.export("$summary", `Successfully created ticket with id ${response.ticket.id}`);
    }

    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
SupportBee	`supportbee`	`app`	This component uses the SupportBee app.
Subject	`subject`	`string`	The subject of the ticket
Requester Name	`requesterName`	`string`	The requester name of the ticket
Requester Email	`requesterEmail`	`string`	The requester email of the ticket
Content Text	`contentText`	`string`	The text context of the ticket
Content HTML	`contentHtml`	`string`	The HTML context of the ticket

Action Authentication#

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

To retrieve your API token, sign in to your SupportBee account and navigate to Profile > API Token.
Your domain is 1234 if your SupportBeeURL is https://1234.supportbee.com/

About SupportBee#

SupportBee is the easiest way to manage your customer support emails. It is a web-based email support tool that helps (small) businesses organize their customer support emails efficiently

More Ways to Connect SupportBee + Salesforce#

Other Popular Integrations#

Create Ticket with SupportBee API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + SupportBee

Create Ticket with SupportBee API on New Outbound Message (Instant) from Salesforce API

Pipedream makes it easy to connect APIs for SupportBee, Salesforce 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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