← EODHD APIs + Salesforce integrations

Convert SOAP XML Object to JSON with Salesforce API on New Financial Report Released from EODHD APIs API

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New Financial Report Released from the EODHD APIs 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 EODHD APIs trigger and Salesforce action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Financial Report Released trigger
    1. Connect your EODHD APIs account
    2. Configure Polling interval
    3. Select a Exchange Code
    4. Select a Ticker (Exchange Symbols)
  3. 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
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when historical stock prices for a specific symbol are updated.
Version:0.0.1
Key:eodhd_apis-financial-report-released

EODHD APIs Overview

EODHD API offers comprehensive financial data, including end-of-day stocks, ETFs, and mutual fund prices, dividends, splits, and more across multiple exchanges globally. On Pipedream, you can harness this treasure trove of financial information to automate market analysis, update data stores, or trigger notifications based on stock movements or financial news.

Trigger Code

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import moment from "moment";
import eodhdApis from "../../eodhd_apis.app.mjs";

export default {
  key: "eodhd_apis-financial-report-released",
  name: "New Financial Report Released",
  description: "Emit new event when historical stock prices for a specific symbol are updated.",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  props: {
    eodhdApis,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll the EODHD API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    exchangeCode: {
      propDefinition: [
        eodhdApis,
        "exchangeCode",
      ],
    },
    symbolCode: {
      propDefinition: [
        eodhdApis,
        "symbolCode",
        ({ exchangeCode }) => ({
          exchangeCode,
        }),
      ],
    },
  },
  methods: {
    _getLastDate() {
      return this.db.get("lastDate") || 0;
    },
    _setLastDate(lastDate) {
      this.db.set("lastDate", lastDate);
    },
    async startEvent(maxResults) {
      const lastDate = this._getLastDate();
      const responseArray = [];
      let tempLastDate = lastDate;
      const {
        eodhdApis,
        exchangeCode,
        symbolCode,
      } = this;

      const items = eodhdApis.paginate({
        fn: eodhdApis.listFinancialNews,
        params: {
          s: `${symbolCode}.${exchangeCode}`,
          from: moment(lastDate).format("YYYY-MM-DD"),
        },
        maxResults,
      });

      for await (const item of items) {
        const newLastDate = moment(item.date);

        if (moment(newLastDate).isSameOrAfter(lastDate)) {
          if (moment(newLastDate).isAfter(tempLastDate)) {
            tempLastDate = newLastDate;
          }
          responseArray.push(item);
        } else {
          break;
        }
      }

      if (!moment(lastDate).isSame(tempLastDate))
        this._setLastDate(tempLastDate);

      for (const responseItem of responseArray.reverse()) {
        this.$emit(
          responseItem,
          {
            id: responseItem.date,
            summary: `A new report with title "${responseItem.title}" was created!`,
            ts: responseItem.date,
          },
        );
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
};

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.
LabelPropTypeDescription
EODHD APIseodhdApisappThis component uses the EODHD APIs app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling intervaltimer$.interface.timer

Pipedream will poll the EODHD API on this schedule

Exchange CodeexchangeCodestringSelect a value from the drop down menu.
Ticker (Exchange Symbols)symbolCodestringSelect a value from the drop down menu.

Trigger Authentication

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

Sign in and copy your API Token directly from your dashboard.

About EODHD APIs

Stock market fundamental and historical prices API for stocks, ETFs, mutual funds and bonds all over the world.

Action

Description:Converts a SOAP XML Object received from Salesforce to JSON
Version:0.0.6
Key:salesforce_rest_api-convert-soap-xml-to-json

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.

LabelPropTypeDescription
Salesforcesalesforce_rest_apiappThis component uses the Salesforce app.
XML Soap Objectxmlstring

The object received from Salesforce that will be converted.

Extract Notifications OnlyextractNotificationOnlyboolean

Whether to extract only the notification parts from the XML. Default: true.

Fail on ErrorfailOnErrorboolean

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

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