Anything to PDF Converter with PDF.co 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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Anything to PDF Converter with the PDF.co API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and PDF.co 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 Anything to PDF Converter action
1. Connect your PDF.co account
2. Optional- Configure HTTP Username
3. Optional- Configure HTTP Password
4. Optional- Configure Name
5. Optional- Configure Expiration
6. Optional- Configure Async
7. Optional- Configure Profiles
8. Configure URL
9. Select a Source Type
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#

Anything to PDF Converter on PDF.co

Description:Convert CSV, XLS, XLSX, DOC, DOCX, RTF, TXT, XPS, JPG, PNG, TIFF, URL, EMAIL to PDF. [See docs here](https://apidocs.pdf.co/22-pdf-from-csv-csv-to-pdf)

Version:0.0.1

Key:pdf_co-anything-to-pdf-converter

View on GitHub

PDF.co Overview#

PDF.co API on Pipedream opens up opportunities for automating document handling tasks. You can create PDFs from scratch, merge multiple documents, extract text or data, convert PDFs to different formats, and even perform complex operations like filling out forms programmatically. With Pipedream's serverless platform, these capabilities can be integrated into workflows that respond to events, schedule tasks, or trigger on specific conditions, streamlining processes that involve PDF manipulation.

Action Code#

import app from "../../pdf_co.app.mjs";
import constants from "../common/constants.mjs";

export default {
  name: "Anything to PDF Converter",
  description: "Convert CSV, XLS, XLSX, DOC, DOCX, RTF, TXT, XPS, JPG, PNG, TIFF, URL, EMAIL to PDF. [See docs here](https://apidocs.pdf.co/22-pdf-from-csv-csv-to-pdf)",
  key: "pdf_co-anything-to-pdf-converter",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    httpusername: {
      propDefinition: [
        app,
        "httpusername",
      ],
    },
    httppassword: {
      propDefinition: [
        app,
        "httppassword",
      ],
    },
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
    expiration: {
      propDefinition: [
        app,
        "expiration",
      ],
    },
    async: {
      propDefinition: [
        app,
        "async",
      ],
    },
    profiles: {
      propDefinition: [
        app,
        "profiles",
      ],
    },
    url: {
      propDefinition: [
        app,
        "url",
      ],
    },
    sourceType: {
      type: "string",
      label: "Source Type",
      description: "Select the type of the source file.",
      options: constants.ANYTHING_TO_PDF_SOURCE_TYPES,
      reloadProps: true,
    },
  },
  async additionalProps() {
    if (!this.sourceType) {
      return {};
    }
    let additionalProps = {};
    if (this.sourceType.endsWith("/from/url") || this.sourceType.endsWith("/from/email")) {
      additionalProps = {
        margins: {
          type: "string",
          label: "Margins",
          description: "Set to css style margins like 10px, 5mm, 5in for all sides or 5px 5px 5px 5px (the order of margins is top, right, bottom, left).",
          optional: true,
        },
        paperSize: {
          type: "string",
          label: "Paper Size",
          description: "Custom size can be set in px (pixels), mm or in (inches) with width and height separated by space like this: 200 300, 200px 300px, 200mm 300mm, 20cm 30cm or 6in 8in.",
          options: constants.PAPER_SIZE_OPTS,
          optional: true,
        },
        orientation: {
          type: "string",
          label: "Orientation",
          description: "Set to Portrait or Landscape. Portrait by default.",
          options: constants.ORIENTATION_OPTS,
          optional: true,
        },
      };
      if (this.sourceType.endsWith("/from/url")) {
        additionalProps = {
          ...additionalProps,
          printBackground: {
            type: "boolean",
            label: "Print Background",
            description: "true by default. Set to false to disable printing of background.",
            optional: true,
          },
          mediaType: {
            type: "string",
            label: "Media Type",
            description: "Uses print by default. Set to screen to convert HTML as it appears in a browser or print to convert as it appears for printing or none to set none as mediaType for css styles.",
            options: constants.MEDIA_TYPE_OPTS,
            optional: true,
          },
          doNotWaitFullLoad: {
            type: "boolean",
            label: "Do Not Wait Full Load",
            description: "false by default. Set to true to skip waiting for full load (like full video load etc that may affect the total conversion time).",
            optional: true,
          },
          header: {
            type: "string",
            label: "Header",
            description: "Set to HTML for header to be applied on every page at the header.",
            optional: true,
          },
          footer: {
            type: "string",
            label: "Footer",
            description: "Set to HTML for footer to be applied on every page at the bottom.",
            optional: true,
          },
        };
      }
      if (this.sourceType.endsWith("/from/email")) {
        additionalProps = {
          ...additionalProps,
          embedAttachments: {
            type: "boolean",
            label: "Embed Attachments",
            description: "Set to true to automatically embed all attachments from original input email into final output PDF.",
            optional: true,
          },
          convertAttachments: {
            type: "boolean",
            label: "Convert Attachments",
            description: "Set to false if you do not want to convert attachments from original email and want to embed them as original files. Set to true to convert attachments that are supported by API (doc, docx, html, png, jpg etc) into PDF and merges into final output PDF.",
            optional: true,
          },
        };
      }
    }
    if (this.sourceType.startsWith("/xls/convert")) {
      additionalProps = {
        worksheetIndex: {
          type: "integer",
          label: "Worksheet Index",
          description: "Default worksheet index (zero by default).",
          optional: true,
        },
      };
    }
    return additionalProps;
  },
  async run({ $ }) {
    const param = {
      url: this.url,
      httpusername: this.httpusername,
      httppassword: this.httppassword,
      name: this.name,
      expiration: this.expiration,
      async: this.async,
      profiles: this.profiles,
      margins: this.margins,
      paperSize: this.paperSize,
      orientation: this.orientation,
      printBackground: this.printBackground,
      mediaType: this.mediaType,
      DoNotWaitFullLoad: this.doNotWaitFullLoad,
      header: this.header,
      footer: this.footer,
      embedAttachments: this.embedAttachments,
      convertAttachments: this.convertAttachments,
    };
    const response = await this.app.genericRequest(
      $,
      param,
      this.sourceType,
    );
    $.export("$summary", `Successfully converted ${this.sourceType} to PDF`);
    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
PDF.co	`app`	`app`	This component uses the PDF.co app.
HTTP Username	`httpusername`	`string`	HTTP auth user name if required to access source url.
HTTP Password	`httppassword`	`string`	HTTP auth password if required to access source url.
Name	`name`	`string`	File name for generated output.
Expiration	`expiration`	`integer`	Output link expiration in minutes. Default is 60 (i.e. 60 minutes or 1 hour).
Async	`async`	`boolean`	Runs processing asynchronously. Returns JobId.
Profiles	`profiles`	`any`	Use this parameter to set additional configuration for fine tuning and extra options. Explore PDF.co for profile examples.
URL	`url`	`string`	URL to the source file. Supports links from Google Drive, Dropbox and from built-in PDF.co files storage.
Source Type	`sourceType`	`string`	Select a value from the drop down menu:`{ "label": "CSV, XLS, XLSX", "value": "/pdf/convert/from/csv" }{ "label": "DOC, DOCX, RTF, TXT, XPS", "value": "/pdf/convert/from/doc" }{ "label": "JPG, PNG, TIFF", "value": "/pdf/convert/from/image" }{ "label": "PDF from URL", "value": "/pdf/convert/from/url" }{ "label": "PDF from EMAIL", "value": "/pdf/convert/from/email" }{ "label": "PDF from XLS", "value": "/xls/convert/to/pdf" }`

Action Authentication#

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