Add New Call with Gong API on New Updated Record (Instant, of Selectable Type) from Salesforce API

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

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Add New Call with the Gong API

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Getting Started#

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

Select this integration
Configure the New Updated Record (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
4. Optional- Select one or more Fields To Watch
Configure the Add New Call action
1. Connect your Gong account
2. Configure Client Unique ID
3. Configure Actual Start
4. Select a Direction
5. Select a Primary User
6. Configure Parties
7. Optional- Configure Title
8. Optional- Configure Purpose
9. Optional- Configure Scheduled Start
10. Optional- Configure Scheduled End
11. Optional- Configure Duration
12. Optional- Configure Disposition
13. Optional- Configure Meeting URL
14. Optional- Select a Call Provider Code
15. Optional- Configure Download Media URL
16. Optional- Select a Workspace ID
17. Optional- Select a Language Code
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 Updated Record (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)

Version:0.2.0

Key:salesforce_rest_api-record-updated-instant

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";
import constants from "../../common/constants.mjs";
const { salesforce } = common.props;

export default {
  ...common,
  type: "source",
  name: "New Updated Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-updated-instant",
  description: "Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
          filter: ({ updateable }) => updateable,
        }),
      ],
      label: "Fields To Watch",
      type: "string[]",
      optional: true,
      description: "If specified, events will only be emitted if at least one of the selected fields is updated. This filter is only available when a webhook is created successfully.",
    },
  },
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;

      const {
        LastModifiedDate: lastModifiedDate,
        [fieldName]: name,
        Id: id,
      } = item;

      const entityType = startCase(objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      return {
        id: `${id}-${ts}`,
        summary,
        ts,
      };
    },
    getEventType() {
      return "updated";
    },
    isEventRelevant(changedFields) {
      const { fields } = this;
      return fields?.length
        ? Object.keys(changedFields).some((key) => fields.includes(key))
        : true;
    },
    getChangedFields(body) {
      return Object.entries(body.New).filter(([
        key,
        value,
      ]) => {
        const oldValue = body.Old[key];
        return (
          value !== undefined
          && oldValue !== undefined
          && JSON.stringify(value) !== JSON.stringify(oldValue)
        );
      })
        .reduce((obj, [
          key,
          value,
        ]) => {
          obj[key] = {
            old: body.Old[key],
            new: value,
          };
          return obj;
        }, {});
    },
    processWebhookEvent(event) {
      const { body } = event;
      const changedFields = this.getChangedFields(body);
      if (this.isEventRelevant(changedFields)) {
        const meta = this.generateWebhookMeta(event);
        this.$emit({
          ...body,
          changedFields,
        }, meta);
      }
    },
    async processTimerEvent(eventData) {
      const {
        getNameField,
        getObjectTypeColumns,
        paginate,
        objectType,
        setLatestDateCovered,
        generateTimerMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

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

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
        dateFieldName: constants.FIELD_NAME.LAST_MODIFIED_DATE,
      });

      const [
        latestEvent,
      ] = events;

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

      Array.from(events)
        .reverse()
        .forEach((item) => {
          const meta = generateTimerMeta(item, fieldName);
          emit(item, meta);
        });
    },
    async timerActivateHook() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

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

      setObjectTypeColumns(columns);
    },
  },
};

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.
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.
	`timer`	`$.interface.timer`	The timer is only used as a fallback if instant event delivery (webhook) is not available.
Object Type	`objectType`	`string`	Select a value from the drop down menu.
Fields To Watch	`fields`	`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#

Add New Call on Gong

Description:Add a new call. [See the documentation](https://us-66463.app.gong.io/settings/api/documentation#post-/v2/calls)

Version:0.0.2

Key:gong-add-new-call

View on GitHub

Gong Overview#

The Gong API allows you to tap into Gong's conversation intelligence capabilities, enabling you to retrieve call recordings, transcripts, and analytics data for sales engagements. By integrating Gong with Pipedream, you can automate workflows that react to this sales data, enrich CRM records, trigger follow-up actions, and sync insights across your sales stack. It's a goldmine for sales teams looking to leverage conversational insights and make data-driven decisions.

Action Code#

import app from "../../gong.app.mjs";
import LANGS from "../../common/languages.mjs";
import constants from "../../common/constants.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "gong-add-new-call",
  name: "Add New Call",
  description: "Add a new call. [See the documentation](https://us-66463.app.gong.io/settings/api/documentation#post-/v2/calls)",
  type: "action",
  version: "0.0.2",
  props: {
    app,
    clientUniqueId: {
      type: "string",
      label: "Client Unique ID",
      description: "A call's unique identifier in the PBX or the recording system. Gong uses this identifier to prevent repeated attempts to upload the same recording.",
    },
    actualStart: {
      type: "string",
      label: "Actual Start",
      description: "The actual date and time when the call started in the ISO-8601 format (e.g., `2018-02-18T02:30:00-07:00` or `2018-02-18T08:00:00Z`, where Z stands for UTC).",
    },
    direction: {
      type: "string",
      label: "Direction",
      description: "Whether the call is inbound (someone called the company), outbound (a rep dialed someone outside the company), or a conference call.",
      options: constants.DIRECTIONS,
    },
    primaryUser: {
      label: "Primary User",
      description: "The Gong internal user ID of the team member who hosted the call.",
      propDefinition: [
        app,
        "userId",
      ],
    },
    parties: {
      type: "string[]",
      label: "Parties",
      description: "A list of the call's participants. A party must be provided for the **Primary User**. Each party can have a JSON stucture like this example: `{ \"phoneNumber\": \"123123\", \"emailAddress\": \"email@example.com\", \"name\": \"Name\", \"mediaChannelId\": \"1\" }`",
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the call. This title is available in the Gong system for indexing and search.",
      optional: true,
    },
    purpose: {
      type: "string",
      label: "Purpose",
      description: "The purpose of the call. This optional field is a free text of up to 255 characters.",
      optional: true,
    },
    scheduledStart: {
      type: "string",
      label: "Scheduled Start",
      description: "The date and time the call was scheduled to begin in the ISO-8601 format (e.g., `2018-02-18T02:30:00-07:00` or `2018-02-18T08:00:00Z`, where Z stands for UTC);",
      optional: true,
    },
    scheduledEnd: {
      type: "string",
      label: "Scheduled End",
      description: "The date and time the call was scheduled to end in the ISO-8601 format (e.g., `2018-02-18T02:30:00-07:00` or `2018-02-18T08:00:00Z`, where Z stands for UTC);",
      optional: true,
    },
    duration: {
      type: "integer",
      label: "Duration",
      description: "The actual call duration in seconds.",
      optional: true,
    },
    disposition: {
      type: "string",
      label: "Disposition",
      description: "The disposition of the call. The disposition is free text of up to 255 characters.",
      optional: true,
    },
    meetingUrl: {
      type: "string",
      label: "Meeting URL",
      description: "The URL of the conference call by which users join the meeting",
      optional: true,
    },
    callProviderCode: {
      type: "string",
      label: "Call Provider Code",
      description: "The code identifies the provider conferencing or telephony system. For example: `zoom`, `clearslide`, `gotomeeting`, `ringcentral`, `outreach`, `insidesales`, etc. These values are predefined by Gong, please contact help@gong.io to find the proper value for your system.",
      optional: true,
      options: constants.CALL_PROVIDER_CODES,
    },
    downloadMediaUrl: {
      type: "string",
      label: "Download Media URL",
      description: "The URL from which Gong can download the media file. The URL must be unique, the audio or video file must be a maximum of 1.5GB. If you provide this URL, you should not perform the **Add call media** step.",
      optional: true,
    },
    workspaceId: {
      description: "Optional workspace identifier. If specified, the call will be placed into this workspace, otherwise, the default algorithm for workspace placement will be applied.",
      optional: true,
      propDefinition: [
        app,
        "workspaceId",
      ],
    },
    languageCode: {
      type: "string",
      label: "Language Code",
      description: "The language code the call should be transcribed to. This field is optional as Gong automatically detects the language spoken in the call and transcribes it accordingly. Set this field only if you are sure of the language the call is in.",
      optional: true,
      options: LANGS,
    },
  },
  methods: {
    addNewCall(args = {}) {
      return this.app.post({
        path: "/calls",
        ...args,
      });
    },
    getParties() {
      const {
        primaryUser,
        parties,
      } = this;

      return utils.parseArray(parties)
        .map((party) => {
          const parsed = utils.parse(party);
          return {
            ...parsed,
            userId: primaryUser,
          };
        });
    },
  },
  run({ $: step }) {
    const {
      // eslint-disable-next-line no-unused-vars
      app,
      getParties,
      addNewCall,
      ...data
    } = this;

    return addNewCall({
      step,
      data: {
        ...data,
        parties: getParties(),
      },
      summary: (response) => `Successfully added call with request ID \`${response.requestId}\``,
    });
  },
};

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
Gong	`app`	`app`	This component uses the Gong app.
Client Unique ID	`clientUniqueId`	`string`	A call's unique identifier in the PBX or the recording system. Gong uses this identifier to prevent repeated attempts to upload the same recording.
Actual Start	`actualStart`	`string`	The actual date and time when the call started in the ISO-8601 format (e.g., `2018-02-18T02:30:00-07:00` or `2018-02-18T08:00:00Z`, where Z stands for UTC).
Direction	`direction`	`string`	Select a value from the drop down menu:`InboundOutboundConferenceUnknown`
Primary User	`primaryUser`	`string`	Select a value from the drop down menu.
Parties	`parties`	`string[]`	A list of the call's participants. A party must be provided for the Primary User. Each party can have a JSON stucture like this example: `{ "phoneNumber": "123123", "emailAddress": "email@example.com", "name": "Name", "mediaChannelId": "1" }`
Title	`title`	`string`	The title of the call. This title is available in the Gong system for indexing and search.
Purpose	`purpose`	`string`	The purpose of the call. This optional field is a free text of up to 255 characters.
Scheduled Start	`scheduledStart`	`string`	The date and time the call was scheduled to begin in the ISO-8601 format (e.g., `2018-02-18T02:30:00-07:00` or `2018-02-18T08:00:00Z`, where Z stands for UTC);
Scheduled End	`scheduledEnd`	`string`	The date and time the call was scheduled to end in the ISO-8601 format (e.g., `2018-02-18T02:30:00-07:00` or `2018-02-18T08:00:00Z`, where Z stands for UTC);
Duration	`duration`	`integer`	The actual call duration in seconds.
Disposition	`disposition`	`string`	The disposition of the call. The disposition is free text of up to 255 characters.
Meeting URL	`meetingUrl`	`string`	The URL of the conference call by which users join the meeting
Call Provider Code	`callProviderCode`	`string`	Select a value from the drop down menu:`zoomclearslidegotomeetingringcentraloutreachinsidesales`
Download Media URL	`downloadMediaUrl`	`string`	The URL from which Gong can download the media file. The URL must be unique, the audio or video file must be a maximum of 1.5GB. If you provide this URL, you should not perform the Add call media step.
Workspace ID	`workspaceId`	`string`	Select a value from the drop down menu.
Language Code	`languageCode`	`string`	Select a value from the drop down menu:`af-ZAam-ETar-AEar-BHar-DZar-EGar-ILar-IQar-JOar-KWar-LBar-MAar-MRar-OMar-PSar-QAar-SAar-TNar-YEaz-AZbg-BGbn-BDbn-INbs-BAca-EScs-CZda-DKde-ATde-CHde-DEel-GRen-ABen-AUen-CAen-GBen-IEen-INen-NZen-PHen-SGen-USen-WLen-ZAes-ARes-BOes-CLes-COes-CRes-DOes-ECes-ESes-GTes-HNes-MXes-NIes-PAes-PEes-PRes-PYes-SVes-USes-UYet-EEeu-ESfa-IRfi-FIfil-PHfr-BEfr-CAfr-CHfr-FRgl-ESgu-INhe-ILhi-INhr-HRhu-HUhy-AMid-IDis-ISit-CHit-ITja-JPjv-IDka-GEkk-KZkm-KHkn-INko-KRlo-LAlt-LTlv-LVmk-MKml-INmn-MNmr-INms-MYmy-MMne-NPnl-BEnl-NLno-NOpa-Guru-INpl-PLpt-BRpt-PTro-ROru-RUsi-LKsk-SKsl-SIsq-ALsr-RSsu-IDsv-SEsw-KEsw-TZta-INta-LKta-MYta-SGte-INth-THtr-TRuk-UAur-INur-PKuz-UZvi-VNyue-Hant-HKzh-CNzh-TWzu-ZA`

Action Authentication#

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

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

api:calls:read:basicapi:calls:createapi:users:readapi:crm:integrations:readapi:library:readapi:data-privacy:readapi:users:readapi:meetings:user:createapi:engagement-data:writeapi:workspaces:readapi:calls:read:transcript

About Gong#

The Revenue Intelligence Platform

More Ways to Connect Gong + Salesforce#

Other Popular Integrations#

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Salesforce + Gong

Add New Call with Gong API on New Updated Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Gong, 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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