Append Block to Parent with Notion API on New Record (Instant, of Selectable Type) from Salesforce API

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

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Append Block to Parent with the Notion API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Notion 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 (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 Obtain
Configure the Append Block to Parent action
1. Connect your Notion account
2. Select a Parent Block ID
3. Optional- Configure Block Objects
4. Optional- Select one or more Block IDs
5. Optional- Configure Markup Contents
6. Optional- Configure Image URLs
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 (Instant, of Selectable Type) on Salesforce

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

Version:0.2.0

Key:salesforce_rest_api-new-record-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";

export default {
  ...common,
  type: "source",
  name: "New Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-new-record-instant",
  description: "Emit new event when a record of the selected object type is created. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fieldsToObtain: {
      propDefinition: [
        common.props.salesforce,
        "fieldsToObtain",
        (c) => ({
          objType: c.objectType,
        }),
      ],
      optional: true,
      description: "Select the field(s) to be retrieved for the records. Only applicable if the source is running on a timer. If running on a webhook, or if not specified, all fields will be retrieved.",
    },
  },
  hooks: {
    ...common.hooks,
    async deploy() {
      const objectType = this.objectType;
      const nameField = await this.salesforce.getNameFieldForObjectType(objectType);
      this.setNameField(nameField);

      // emit historical events
      const { recentItems } = await this.salesforce.listSObjectTypeIds(objectType);
      const ids = recentItems.map((item) => item.Id);
      for (const id of ids.slice(-25)) {
        const object = await this.salesforce.getSObject(objectType, id);
        const event = {
          body: {
            "New": object,
            "UserId": id,
          },
        };
        this.processWebhookEvent(event);
      }
    },
  },
  methods: {
    ...common.methods,
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;
      const {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        CreatedDate: createdDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType).toLowerCase();
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "new";
    },
    async processTimerEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateTimerMeta,
        $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 = generateTimerMeta(item, fieldName);
          emit(item, meta);
        });
    },
    async timerActivateHook() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      let columns = this.fieldsToObtain;
      if (!columns?.length) {
        const { fields } = await getObjectTypeDescription(objectType);
        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 Obtain	`fieldsToObtain`	`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#

Append Block to Parent on Notion

Description:Creates and appends blocks to the specified parent. [See the documentation](https://developers.notion.com/reference/patch-block-children)

Version:0.2.17

Key:notion-append-block

View on GitHub

Notion Overview#

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Using Pipedream's platform, you can build workflows that connect Notion with various other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Action Code#

import notion from "../../notion.app.mjs";
import base from "../common/base-page-builder.mjs";

export default {
  ...base,
  key: "notion-append-block",
  name: "Append Block to Parent",
  description: "Creates and appends blocks to the specified parent. [See the documentation](https://developers.notion.com/reference/patch-block-children)",
  version: "0.2.17",
  type: "action",
  props: {
    notion,
    pageId: {
      propDefinition: [
        notion,
        "pageId",
      ],
      label: "Parent Block ID",
      description: "The identifier for the parent block",
    },
    blockObjects: {
      type: "string[]",
      label: "Block Objects",
      description: "This prop accepts an array of block objects to be appended. Using a custom expression in this prop is recommended.",
      optional: true,
    },
    blockIds: {
      propDefinition: [
        notion,
        "pageId",
      ],
      type: "string[]",
      label: "Block IDs",
      description: "Contents of selected blocks will be appended",
      optional: true,
    },
    markupContents: {
      type: "string[]",
      label: "Markup Contents",
      description: "Content of new blocks to append. You must use Markdown syntax [See docs](https://www.notion.so/help/writing-and-editing-basics#markdown-&-shortcuts)",
      optional: true,
    },
    imageUrls: {
      type: "string[]",
      label: "Image URLs",
      description: "List of URLs to append as image blocks",
      optional: true,
    },
  },
  methods: {
    ...base.methods,
    chunkArray(array, chunkSize = 100) {
      const chunks = [];
      for (let i = 0; i < array.length; i += chunkSize) {
        chunks.push(array.slice(i, i + chunkSize));
      }
      return chunks;
    },
  },
  async run({ $ }) {
    const children = [];
    // add blocks from blockObjects
    if (this.blockObjects?.length > 0) {
      for (const obj of this.blockObjects) {
        const child = (typeof obj === "string")
          ? JSON.parse(obj)
          : obj;
        children.push(child);
      }
    }

    // add blocks from blockIds
    if (this.blockIds?.length > 0) {
      for (const id of this.blockIds) {
        const block = await this.notion.retrieveBlock(id);
        block.children = await this.notion.retrieveBlockChildren(block);
        const formattedChildren = await this.formatChildBlocks(block);
        children.push(...formattedChildren);
      }
    }

    // add blocks from markup
    if (this.markupContents?.length > 0) {
      for (const content of this.markupContents) {
        const block = this.createBlocks(content);
        children.push(...block);
      }
    }

    // add image blocks
    if (this.imageUrls?.length) {
      for (const url of this.imageUrls) {
        children.push({
          type: "image",
          image: {
            type: "external",
            external: {
              url,
            },
          },
        });
      }
    }

    if (children.length === 0) {
      $.export("$summary", "Nothing to append");
      return;
    }

    const results = [];
    const chunks = this.chunkArray(children);

    for (const chunk of chunks) {
      const { results: payload } = await this.notion.appendBlock(this.pageId, chunk);
      results.push(payload);
    }

    const totalAppended = results.reduce((sum, res) => sum + res.length, 0);

    $.export("$summary", `Appended ${totalAppended} block(s) successfully`);
    return results.flat();
  },
};

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
Notion	`notion`	`app`	This component uses the Notion app.
Parent Block ID	`pageId`	`string`	Select a value from the drop down menu.
Block Objects	`blockObjects`	`string[]`	This prop accepts an array of block objects to be appended. Using a custom expression in this prop is recommended.
Block IDs	`blockIds`	`string[]`	Select a value from the drop down menu.
Markup Contents	`markupContents`	`string[]`	Content of new blocks to append. You must use Markdown syntax See docs
Image URLs	`imageUrls`	`string[]`	List of URLs to append as image blocks

Action Authentication#

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

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

About Notion#

Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

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Pipedream makes it easy to connect APIs for Notion, 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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