Create Attachment with Salesforce API on New Ticket (Instant) from tawk.to API

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Trigger workflow on

New Ticket (Instant) from the tawk.to API

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Create Attachment with the Salesforce API

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Getting Started#

This integration creates a workflow with a tawk.to 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 Ticket (Instant) trigger
1. Connect your tawk.to account
2. Select a Type
3. Select a Property ID
Configure the Create Attachment action
1. Connect your Salesforce account
2. Configure docsInfo
3. Configure File Name
4. Configure File Path or Content
5. Configure Content Type
6. Configure Parent ID
7. Optional- Configure Description
8. Optional- Configure Private
9. Optional- Select a Owner ID
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 Ticket (Instant) on tawk.to

Description:Emit new event when a new ticket is created.

Version:0.0.1

Key:tawk_to-new-ticket-instant

View on GitHub

tawk.to Overview#

The tawk.to API lets you interact with the tawk.to live chat platform programmatically. Using Pipedream, you can connect tawk.to to a variety of other apps and services to automate notifications, sync chat data, and enhance customer support operations. You can trigger workflows on new messages, follow up on conversations, extract chat transcripts, or link chat events to CRM systems, issue trackers, or databases—all in real-time.

Trigger Code#

import common from "../common/base.mjs";

export default {
  ...common,
  key: "tawk_to-new-ticket-instant",
  name: "New Ticket (Instant)",
  description: "Emit new event when a new ticket is created.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        "ticket:create",
      ];
    },
    generateMeta(event) {
      return {
        id: event.ticket.id,
        summary: `New ticket ${event.ticket.id}`,
        ts: Date.parse(event.time),
      };
    },
  },
};

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
tawk.to	`tawkTo`	`app`	This component uses the tawk.to app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Type	`type`	`string`	Select a value from the drop down menu:`businessprofile`
Property ID	`propertyId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

To retrieve your API Key,

Navigate to your tawk.to account and sign in
Select your Profile Image in the upper-right corner
Go to “Edit Profile” > “REST API Keys”

Note: To use the REST API and get your API Key, you’ll first need to request access.

About tawk.to#

Monitor and chat with the visitors on your website, respond to support tickets, organize contacts and create a help center to empower customers to help themselves.

Action#

Create Attachment on Salesforce

Description:Creates an Attachment on a parent object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_attachment.htm)

Version:0.4.1

Key:salesforce_rest_api-create-attachment

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 attachment from "../../common/sobjects/attachment.mjs";
import fs from "fs";

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

/* eslint-disable no-unused-vars */
const {
  useAdvancedProps, ...props
} = getProps({
  objType: attachment,
  docsLink,
});
/* eslint-enable no-unused-vars */

export default {
  ...common,
  key: "salesforce_rest_api-create-attachment",
  name: "Create Attachment",
  description: `Creates an Attachment on a parent object. [See the documentation](${docsLink})`,
  version: "0.4.1",
  type: "action",
  props,
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      getAdvancedProps,
      getAdditionalFields,
      formatDateTimeProps,
      docsInfo,
      filePathOrContent,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */

    const body =  filePathOrContent.includes("tmp/")
      ? (await fs.promises.readFile(filePathOrContent)).toString("base64")
      : filePathOrContent;

    const response = await salesforce.createRecord("Attachment", {
      $,
      data: {
        Body: body,
        ...data,
      },
    });
    $.export("$summary", `Successfully created attachment "${this.Name}"`);
    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.
File Name	`Name`	`string`	Name of the attached file. Max 255 characters.
File Path or Content	`filePathOrContent`	`string`	The path to a file in the `tmp` folder (see the documentation). Alternatively, you can provide the base64-encoded file data.
Content Type	`ContentType`	`string`	The content type (MIME type) of the attachment. For example, `image/png`.
Parent ID	`ParentId`	`string`	ID of the parent object of the attachment. See the documentation for supported objects.
Description	`Description`	`string`	Description of the attachment. Max 500 characters.
Private	`IsPrivate`	`boolean`	Whether this record is viewable only by the owner and administrators (true) or viewable by all otherwise-allowed users (false).
Owner ID	`OwnerId`	`string`	Select a value from the drop down menu.

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 Attachment with Salesforce API on New Ticket (Instant) from tawk.to API

Pipedream makes it easy to connect APIs for Salesforce, tawk.to 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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