← Quaderno + Salesforce integrations

Convert SOAP XML Object to JSON with Salesforce API on New Invoice Created from Quaderno API

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Trigger workflow on
New Invoice Created from the Quaderno 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 Quaderno 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 Invoice Created trigger
    1. Connect your Quaderno account
  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 a new invoice is generated in Quaderno. [See the Documentation](https://developers.quaderno.io/api/#tag/Webhooks/operation/createWebhook).
Version:0.0.1
Key:quaderno-invoice-created

Quaderno Overview

The Quaderno API provides robust capabilities for handling sales tax, VAT, and GST compliance. It allows you to automate tax calculations, create and send invoices, and manage transactions and reports with ease. Integrating the Quaderno API on Pipedream opens up opportunities to streamline your finance operations by connecting to various other services like CRMs, payment gateways, and e-commerce platforms, all while leveraging Pipedream's serverless platform to execute custom logic without managing infrastructure.

Trigger Code

import common from "../common/webhook.mjs";
import events from "../common/events.mjs";

export default {
  ...common,
  key: "quaderno-invoice-created",
  name: "New Invoice Created",
  description: "Emit new event when a new invoice is generated in Quaderno. [See the Documentation](https://developers.quaderno.io/api/#tag/Webhooks/operation/createWebhook).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  hooks: {
    async deploy() {
      const invoices = await this.app.listInvoices();
      invoices.reverse().forEach(this.processEvent);
    },
    ...common.hooks,
  },
  methods: {
    ...common.methods,
    getEventName() {
      return [
        events.INVOICE_CREATED,
      ];
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        summary: `New Invoice: ${resource.id}`,
        ts: Date.now(),
      };
    },
  },
};

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
QuadernoappappThis component uses the Quaderno app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.

Trigger Authentication

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

Sign in and copy your API key from the profile menu under API keys.

Your account name is 1234 if your Quaderno URL is https://1234.quadernoapp.com

About Quaderno

Automate tax compliance worldwide with one click. Quaderno handles sales tax so savvy entrepreneurs don’t have to.

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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