Analyze Business with Insites 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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Analyze Business with the Insites API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Insites 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 Analyze Business action
1. Connect your Insites account
2. Configure URL
3. Optional- Configure Business Name
4. Optional- Configure Business Phone
5. Optional- Configure Business Address
6. Optional- Configure Business City
7. Optional- Configure Business Zip Code
8. Optional- Configure Business Country 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 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#

Web services API for interacting with Salesforce

Action#

Analyze Business on Insites

Description:Fetch a report from Insites based on the provided business details. [See the documentation](https://help.insites.com/en/articles/7994946-report-api#h_83076c4431)

Version:0.0.1

Key:insites-analyze-business

View on GitHub

Insites Overview#

The Insites API offers a suite of tools for website testing and monitoring, enabling users to automate the process of checking website quality, performance, and compliance with SEO and accessibility standards. With Pipedream, you can harness this API to create workflows that trigger on events across your apps, perform actions based on website analysis results, and automate repetitive tasks that ensure your website maintains high standards for your users.

Action Code#

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

export default {
  key: "insites-analyze-business",
  name: "Analyze Business",
  description: "Fetch a report from Insites based on the provided business details. [See the documentation](https://help.insites.com/en/articles/7994946-report-api#h_83076c4431)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    url: {
      type: "string",
      label: "URL",
      description: "The website URL to fetch the report for.",
    },
    businessName: {
      type: "string",
      label: "Business Name",
      description: "The name of the business.",
      optional: true,
    },
    businessPhone: {
      type: "string",
      label: "Business Phone",
      description: "The phone number of the business.",
      optional: true,
    },
    businessAddress: {
      type: "string",
      label: "Business Address",
      description: "The address of the business.",
      optional: true,
    },
    businessCity: {
      type: "string",
      label: "Business City",
      description: "The city where the business is located.",
      optional: true,
    },
    businessZipCode: {
      type: "string",
      label: "Business Zip Code",
      description: "The zip code of the business location.",
      optional: true,
    },
    businessCountryCode: {
      type: "string",
      label: "Business Country Code",
      description: "The [country code](https://en.wikipedia.org/wiki/ISO_3166-1_alpha-2) of the business location.",
      optional: true,
    },
  },
  async run({ $ }) {
    const reportData = await this.app.analyzeBusiness({
      url: this.url,
      name: this.businessName,
      phone: this.businessPhone,
      address: this.businessAddress,
      city: this.businessCity,
      zip: this.businessZipCode,
      country_code: this.businessCountryCode,
    });
    $.export("$summary", `Successfully fetched report for URL: ${this.url}.`);

    return reportData;
  },
};

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
Insites	`app`	`app`	This component uses the Insites app.
URL	`url`	`string`	The website URL to fetch the report for.
Business Name	`businessName`	`string`	The name of the business.
Business Phone	`businessPhone`	`string`	The phone number of the business.
Business Address	`businessAddress`	`string`	The address of the business.
Business City	`businessCity`	`string`	The city where the business is located.
Business Zip Code	`businessZipCode`	`string`	The zip code of the business location.
Business Country Code	`businessCountryCode`	`string`	The country code of the business location.

Action Authentication#

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

About Insites#

Insites lets you audit any website's online presence in under 60 seconds.

More Ways to Connect Insites + Salesforce#

Other Popular Integrations#

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Analyze Business with Insites API on New Outbound Message (Instant) from Salesforce API

Pipedream makes it easy to connect APIs for Insites, 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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