← Trello + Salesforce integrations

Create Account with Salesforce API on Card Archived (Instant) from Trello API

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Card Archived (Instant) from the Trello API
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Create Account with the Salesforce API
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Getting Started

This integration creates a workflow with a Trello trigger and Salesforce 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 Card Archived (Instant) trigger
    1. Connect your Trello account
    2. Select a Board
    3. Optional- Select one or more Lists
  3. Configure the Create Account action
    1. Connect your Salesforce account
    2. Configure docsInfo
    3. Configure Account Name
    4. Optional- Configure Account Number
    5. Optional- Configure Description
    6. Optional- Configure Phone
    7. Optional- Configure Website
    8. Optional- Configure See All Props
  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 for each card archived.
Version:0.1.1
Key:trello-card-archived

Trello Overview

Trello's API lets you craft workflows around managing boards, lists, cards, and users. With Pipedream, you can automate Trello tasks, like syncing cards with external databases, updating checklists, and posting notifications to other platforms. It enables seamless connection with other apps, fostering productivity by automating routine board operations, card management, and team notifications.

Trigger Code

import common from "../common/common-webhook.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "trello-card-archived",
  name: "Card Archived (Instant)", /* eslint-disable-line pipedream/source-name */
  description: "Emit new event for each card archived.",
  version: "0.1.1",
  type: "source",
  props: {
    ...common.props,
    board: {
      propDefinition: [
        common.props.app,
        "board",
      ],
    },
    lists: {
      propDefinition: [
        common.props.app,
        "lists",
        (c) => ({
          board: c.board,
        }),
      ],
      description: "If specified, events will only be emitted when a card in one of the selected lists is archived",
    },
  },
  methods: {
    ...common.methods,
    getSampleEvents() {
      return this.app.getFilteredCards({
        boardId: this.board,
        filter: "closed",
      });
    },
    getSortField() {
      return "dateLastActivity";
    },
    isCorrectEventType({ display }) {
      return display?.translationKey === "action_archived_card";
    },
    getResult({ data }) {
      return this.app.getCard({
        cardId: data?.card?.id,
      });
    },
    isRelevant({ result: card }) {
      return (
        (!this.board || this.board === card.idBoard) &&
        (!this.lists?.length ||
          this.lists.includes(card.idList))
      );
    },
  },
  sampleEmit,
};

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
TrelloappappThis component uses the Trello app.
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.
BoardboardstringSelect a value from the drop down menu.
Listslistsstring[]Select a value from the drop down menu.

Trigger Authentication

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

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

readwrite

About Trello

Trello is the flexible work management tool that empowers all teams to plan, track, and accomplish their work, their way.

Action

Description:Creates a Salesforce account. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm)
Version:0.3.1
Key:salesforce_rest_api-create-account

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 account from "../../common/sobjects/account.mjs";

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

export default {
  ...common,
  key: "salesforce_rest_api-create-account",
  name: "Create Account",
  description: `Creates a Salesforce account. [See the documentation](${docsLink})`,
  version: "0.3.1",
  type: "action",
  methods: {
    ...common.methods,
    getObjectType() {
      return "Account";
    },
    getAdvancedProps() {
      return account.extraProps;
    },
  },
  props: getProps({
    objType: account,
    docsLink,
  }),
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      getAdvancedProps,
      getObjectType,
      getAdditionalFields,
      formatDateTimeProps,
      useAdvancedProps,
      docsInfo,
      dateInfo,
      additionalFields,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */
    const response = await salesforce.createRecord("Account", {
      $,
      data: {
        ...data,
        ...getAdditionalFields(),
      },
    });
    $.export("$summary", `Successfully created account "${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.

LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
Account NameNamestring

Name of the account. Max 255 characters.

Account NumberAccountNumberstring

Account number assigned to this account (not the unique, system-generated ID assigned during creation). Max 40 characters.

DescriptionDescriptionstring

Text description of the account. Limited to 32,000 KB.

PhonePhonestring

Phone number for this account. Max 40 characters.

WebsiteWebsitestring

The website of this account. Max 255 characters.

See All PropsuseAdvancedPropsboolean

Set to true to see all available props for this object.

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:

About Salesforce

Web services API for interacting with Salesforce

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