Accept Edit with Sapling.ai API on New Record (of Selectable Type) from Salesforce API

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Trigger workflow on

New Record (of Selectable Type) from the Salesforce API

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Accept Edit with the Sapling.ai API

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Getting Started#

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

Select this integration
Configure the New Record (of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
Configure the Accept Edit action
1. Connect your Sapling.ai account
2. Configure Edit ID
3. Configure Session 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 Record (of Selectable Type) on Salesforce

Description:Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See [the docs](https://sforce.co/3yPSJZy) for more information.

Version:0.0.6

Key:salesforce_rest_api-new-record

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";

export default {
  ...common,
  type: "source",
  name: "New Record (of Selectable Type)",
  key: "salesforce_rest_api-new-record",
  description: "Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See [the docs](https://sforce.co/3yPSJZy) for more information.",
  version: "0.0.6",
  hooks: {
    ...common.hooks,
    async activate() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      await common.hooks.activate.call(this);

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

      setObjectTypeColumns(columns);
    },
  },
  methods: {
    ...common.methods,
    generateMeta(item, fieldName) {
      const { objectType } = this;
      const {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

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

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
      });

      const [
        latestEvent,
      ] = events;

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

      Array.from(events)
        .reverse()
        .forEach((item) => {
          const meta = generateMeta(item, fieldName);
          emit(item, meta);
        });
    },
  },
};

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.
	`timer`	`$.interface.timer`
Object Type	`objectType`	`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#

Web services API for interacting with Salesforce

Action#

Accept Edit on Sapling.ai

Description:Have Sapling adapt its system over time. Each suggested edit has an edit UUID. You can pass this information back to Sapling to indicate the edit suggestion was helpful. [See the documentation here](https://sapling.ai/docs/api/edits-overview#accept-edit-post).

Version:0.0.1

Key:sapling_ai-accept-edit

View on GitHub

Sapling.ai Overview#

Sapling.ai offers an AI-driven writing assistant that can help you write better and faster by providing grammar and style suggestions. With its API, you can automate text analysis and correction processes within Pipedream workflows. By integrating Sapling.ai's API in Pipedream, you can create powerful automations that enhance writing quality across various applications, from customer support messages to content creation.

Action Code#

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

export default {
  key: "sapling_ai-accept-edit",
  name: "Accept Edit",
  description: "Have Sapling adapt its system over time. Each suggested edit has an edit UUID. You can pass this information back to Sapling to indicate the edit suggestion was helpful. [See the documentation here](https://sapling.ai/docs/api/edits-overview#accept-edit-post).",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    editId: {
      propDefinition: [
        app,
        "editId",
      ],
    },
    sessionId: {
      propDefinition: [
        app,
        "sessionId",
      ],
    },
  },
  methods: {
    acceptEdit({
      editId, ...args
    } = {}) {
      return this.app.post({
        path: `/edits/${editId}/accept`,
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      editId,
      sessionId,
    } = this;

    const response = await this.acceptEdit({
      step,
      editId,
      data: {
        session_id: sessionId,
      },
    });

    step.export("$summary", `Successfully accepted edit with ID ${editId}.`);

    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
Sapling.ai	`app`	`app`	This component uses the Sapling.ai app.
Edit ID	`editId`	`string`	Id of an Edit.
Session ID	`sessionId`	`string`	Unique name or UUID of document or portion of text that is being checked.

Action Authentication#

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

To retrieve your API Key,

Navigate to your Sapling.AI account and sign in
Go to “User” > “Settings”> “API”

About Sapling.ai #

Language models for enterprise applications.

More Ways to Connect Sapling.ai + Salesforce#

Other Popular Integrations#

Accept Edit with Sapling.ai API on New Object (of Selectable Type) from Salesforce (REST API) API

Salesforce + Sapling.ai

Accept Edit with Sapling.ai API on New Record (of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Sapling.ai , 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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