Add Utterance with wit.ai 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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Add Utterance with the wit.ai API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and wit.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 Outbound Message (Instant) trigger
1. Connect your Salesforce account
2. Configure infoBox
Configure the Add Utterance action
1. Connect your wit.ai account
2. Configure Text
3. Optional- Configure Out of Scope
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#

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

Action#

Add Utterance on wit.ai

Description:Add a sample utterance to train your app with an intent. [See the documentation](https://wit.ai/docs/http/20240304#post__utterances).

Version:0.0.1

Key:wit_ai-add-utterance

View on GitHub

wit.ai Overview#

Wit.ai API enables your apps to process natural language and understand human commands contextually. With it, you can build conversational interfaces, decipher intent from text or voice inputs, and train your model to improve recognition. Pipedream provides a seamless platform to trigger workflows using this API, allowing the automation of tasks based on language cues. It's perfect for crafting custom bots, enhancing customer service, or streamlining internal operations by interpreting human requests and taking action accordingly.

Action Code#

import app from "../../wit_ai.app.mjs";
import utils from "../../common/utils.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "wit_ai-add-utterance",
  name: "Add Utterance",
  description: "Add a sample utterance to train your app with an intent. [See the documentation](https://wit.ai/docs/http/20240304#post__utterances).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    text: {
      type: "string",
      label: "Text",
      description: "The text (sentence) you want your app to understand.",
    },
    outOfScope: {
      type: "boolean",
      label: "Out of Scope",
      description: "To train your app to recognize utterances that it should not handle set this to `true`.",
      optional: true,
      default: false,
      reloadProps: true,
    },
  },
  async additionalProps() {
    if (this.outOfScope === true) {
      return {};
    }

    const data = await this.app.listIntents();
    const intents = data.map(({ name }) => name);
    const intentOptions = intents.concat(Object.values(constants.BUILTIN_INTENTS));

    return {
      intent: {
        type: "string",
        label: "Intent",
        description: "The name of the intent you wish to create or train.",
        options: intentOptions,
      },
      entities: {
        type: "string[]",
        label: "Entities",
        description: "The list of entities appearing in this sentence, that you want your app to extract once it is trained. Each entity must be a JSON string with the following properties:\n- `entity` (string, required): The entity name, including the role (e.g., `temperature:temperature` or `wit$temperature:temperature`).\n- `start` (integer, required): The starting index within the text.\n- `end` (integer, required): The ending index within the text.\n- `body` (string, required): The span of the text for the entity.\n- `entities` (array, required): List of entities found within the composite entity.\n\nExample: `{\"entity\":\"wit$temperature:temperature\",\"start\":19,\"end\":26,\"body\":\"34 degrees\",\"entities\":[]}`",
        optional: true,
      },
      traits: {
        type: "string[]",
        label: "Traits",
        description: "The list of traits that are relevant for the utterance. Each trait must be a JSON string with the following properties:\n- `trait` (string, required): The trait name. This can be a trait you created, or a built-in one. i.e `faq` or `wit$sentiment`.\n- `value` (string, required): The value for the trait, e.g. `positive`.\n\nExample: `{\"trait\":\"wit$sentiment\",\"value\":\"neutral\"}`",
        optional: true,
      },
    };
  },
  methods: {
    addUtterance(args = {}) {
      return this.app.post({
        path: "/utterances",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      addUtterance,
      text,
      intent,
      entities,
      traits,
    } = this;

    const response = await addUtterance({
      $,
      data: [
        {
          text,
          intent,
          entities: utils.parseArray(entities),
          traits: utils.parseArray(traits),
        },
      ],
    });

    $.export("$summary", "Successfully added an utterance to your app.");
    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
wit.ai	`app`	`app`	This component uses the wit.ai app.
Text	`text`	`string`	The text (sentence) you want your app to understand.
Out of Scope	`outOfScope`	`boolean`	To train your app to recognize utterances that it should not handle set this to `true`.

Action Authentication#

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