Convert SOAP XML Object to JSON with Salesforce API on New Contact Created from OnePageCRM API

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New Contact Created from the OnePageCRM API

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Convert SOAP XML Object to JSON with the Salesforce API

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Getting Started#

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

Select this integration
Configure the New Contact Created trigger
1. Connect your OnePageCRM account
2. Configure Polling interval
Configure the Convert SOAP XML Object to JSON action
1. Connect your Salesforce account
2. Configure infoBox
3. Configure XML Soap Object
4. Optional- Configure Extract Notifications Only
5. Optional- Configure Fail on Error
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 Contact Created on OnePageCRM

Description:Emit new event each time a new contact is created in OnePageCRM.

Version:0.0.1

Key:onepagecrm-new-contact-created

View on GitHub

OnePageCRM Overview#

The OnePageCRM API enables interaction with your OnePageCRM account, automating your contact and sales management. With it, you can create, update, and delete contacts, deals, and notes, or trigger actions based on sales activities. When combined with Pipedream's serverless platform, this API allows you to connect OnePageCRM with hundreds of other apps to streamline your sales process, enhance lead generation, and improve follow-ups.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "onepagecrm-new-contact-created",
  name: "New Contact Created",
  description: "Emit new event each time a new contact is created in OnePageCRM.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getField() {
      return "contact";
    },
    getFilterField() {
      return "created_at";
    },
    getFunction() {
      return this.onepagecrm.listContacts;
    },
    getParams() {
      return {
        sort_by: "created_at",
        order: "desc",
      };
    },
    getSummary(item) {
      return `A new contact with ID: ${item.id} was successfully created!`;
    },
  },
  sampleEmit,
};

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
OnePageCRM	`onepagecrm`	`app`	This component uses the OnePageCRM app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the OnePageCRM on this schedule

Trigger Authentication#

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

To retrieve your User ID and API Key,

Navigate to your Onepage account and sign in
Click the User menu on the top right
Go to “Apps and Integrations” > “Utilities” > “API”
Open the “Configuration” tab

About OnePageCRM#

#1 action-focused CRM software for small business. We help bring action and focus to the chaotic world of sales.

Action#

Convert SOAP XML Object to JSON on Salesforce

Description:Converts a SOAP XML Object received from Salesforce to JSON

Version:0.0.6

Key:salesforce_rest_api-convert-soap-xml-to-json

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.

Action Code#

import salesforce_rest_api from "../../salesforce_rest_api.app.mjs";
import converter from "../../../helper_functions/actions/xml-to-json/xml-to-json.mjs";

export default {
  key: "salesforce_rest_api-convert-soap-xml-to-json",
  name: "Convert SOAP XML Object to JSON",
  description: "Converts a SOAP XML Object received from Salesforce to JSON",
  version: "0.0.6",
  type: "action",
  props: {
    salesforce_rest_api,
    infoBox: {
      type: "alert",
      alertType: "info",
      content: `This action is useful in conjunction with Salesforce Flow Builder, and is primarily used if Instant triggers are not working for your use case.
\\
[See the documentation](https://pipedream.com/apps/salesforce-rest-api#troubleshooting) for more details.`,
    },
    xml: {
      type: "string",
      label: "XML Soap Object",
      description: "The object received from Salesforce that will be converted.",
    },
    extractNotificationOnly: {
      type: "boolean",
      label: "Extract Notifications Only",
      description: "Whether to extract only the notification parts from the XML. Default: `true`.",
      optional: true,
      default: true,
    },
    failOnError: {
      type: "boolean",
      label: "Fail on Error",
      description: "Whether the action should fail if an error occurs when extracting notifications. Default: `false`.",
      optional: true,
      default: false,
    },
  },
  async run({ $ }) {
    const json = await converter.run.bind({
      input: this.xml,
      compact: false,
    })({
      $,
    });

    if (!this.extractNotificationOnly) {
      return json;
    }

    try {
      const notifications = json.elements[0].elements[0].elements[0].elements
        .filter(({ name }) => name === "Notification");
      $.export("$summary", "Successfully converted to JSON and extracted notifications");
      return {
        notifications,
      };
    } catch (e) {
      const errorMessage = "Successfully converted to JSON, but was unable to extract notifications";
      if (this.failOnError) {
        $.export("$summary", errorMessage); // overrides exported $summary in converter
        throw new Error(errorMessage);
      }

      $.export("$summary", `${errorMessage}. Will return the whole JSON.`);
      return json;
    }
  },
};

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
Salesforce	`salesforce_rest_api`	`app`	This component uses the Salesforce app.
XML Soap Object	`xml`	`string`	The object received from Salesforce that will be converted.
Extract Notifications Only	`extractNotificationOnly`	`boolean`	Whether to extract only the notification parts from the XML. Default: `true`.
Fail on Error	`failOnError`	`boolean`	Whether the action should fail if an error occurs when extracting notifications. Default: `false`.

Action 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

More Ways to Connect Salesforce + OnePageCRM#

Other Popular Integrations#

Create Contact with OnePageCRM API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + OnePageCRM

Convert SOAP XML Object to JSON with Salesforce API on New Contact Created from OnePageCRM API

Pipedream makes it easy to connect APIs for Salesforce, OnePageCRM 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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