Create Account with Salesforce API on Card Moved (Instant) from Trello API

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Card Moved (Instant) from the Trello API

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Create Account with the Salesforce API

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Getting Started#

This integration creates a workflow with a Trello 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 Card Moved (Instant) trigger
1. Connect your Trello account
2. Select a Board
3. Optional- Select one or more Lists
Configure the Create Account action
1. Connect your Salesforce account
2. Configure Account Name
3. Optional- Configure Account Number
4. Optional- Configure Description
5. Optional- Configure Phone
6. Optional- Configure Website
7. Configure docsInfo
8. Optional- Configure See All Props
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#

Card Moved (Instant) on Trello

Description:Emit new event each time a card is moved to a list.

Version:0.1.1

Key:trello-card-moved

View on GitHub

Trello Overview#

Trello's API lets you craft workflows around managing boards, lists, cards, and users. With Pipedream, you can automate Trello tasks, like syncing cards with external databases, updating checklists, and posting notifications to other platforms. It enables seamless connection with other apps, fostering productivity by automating routine board operations, card management, and team notifications.

Trigger Code#

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

export default {
  ...common,
  key: "trello-card-moved",
  name: "Card Moved (Instant)", /* eslint-disable-line pipedream/source-name */
  description: "Emit new event each time a card is moved to a list.",
  version: "0.1.1",
  type: "source",
  props: {
    ...common.props,
    board: {
      propDefinition: [
        common.props.app,
        "board",
      ],
    },
    lists: {
      propDefinition: [
        common.props.app,
        "lists",
        (c) => ({
          board: c.board,
        }),
      ],
      description: "If specified, events will only be emitted if a card is moved to or from one of the selected lists",
    },
  },
  methods: {
    ...common.methods,
    async getSampleEvents() {
      const cards = this.lists?.length > 0
        ? await this.app.getCardsInList({
          listId: this.lists[0],
        })
        : await this.app.getCards({
          boardId: this.board,
        });
      return cards;
    },
    getSortField() {
      return "dateLastActivity";
    },
    _getListAfter() {
      return this.db.get("listAfter");
    },
    _setListAfter(listAfter) {
      this.db.set("listAfter", listAfter);
    },
    isCorrectEventType({ display }) {
      return display?.translationKey === "action_move_card_from_list_to_list";
    },
    getResult({ data }) {
      /** Record listAfter to use in generateMeta() */
      this._setListAfter(data?.listAfter?.name);
      return this.app.getCard({
        cardId: data?.card?.id,
      });
    },
    isRelevant({
      result: card, action,
    }) {
      return (
        (!this.board || this.board === card.idBoard) &&
        (!this.lists?.length ||
          this.lists.includes(action?.data?.listAfter?.id) ||
          this.lists.includes(action?.data?.listBefore?.id))
      );
    },
    generateMeta({
      id, name,
    }) {
      const listAfter = this._getListAfter();
      name = name || id;
      const summary = listAfter
        ? `${name} - moved to ${listAfter}`
        : name;
      return {
        id,
        summary,
        ts: Date.now(),
      };
    },
  },
  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
Trello	`app`	`app`	This component uses the Trello 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.
Board	`board`	`string`	Select a value from the drop down menu.
Lists	`lists`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

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

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

readwrite

About Trello#

Trello is the flexible work management tool that empowers all teams to plan, track, and accomplish their work, their way.

Action#

Create Account on Salesforce

Description:Creates a Salesforce account. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm)

Version:0.3.0

Key:salesforce_rest_api-create-account

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 common, { getProps } from "../common/base-create-update.mjs";
import account from "../../common/sobjects/account.mjs";

export const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm";

export default {
  ...common,
  key: "salesforce_rest_api-create-account",
  name: "Create Account",
  description: `Creates a Salesforce account. [See the documentation](${docsLink})`,
  version: "0.3.0",
  type: "action",
  methods: {
    ...common.methods,
    getObjectType() {
      return "Account";
    },
    getAdvancedProps() {
      return account.extraProps;
    },
  },
  props: getProps({
    objType: account,
    docsLink,
  }),
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      getAdvancedProps,
      getObjectType,
      getAdditionalFields,
      formatDateTimeProps,
      useAdvancedProps,
      docsInfo,
      dateInfo,
      additionalFields,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */
    const response = await salesforce.createRecord("Account", {
      $,
      data: {
        ...data,
        ...getAdditionalFields(),
      },
    });
    $.export("$summary", `Successfully created account "${this.Name}"`);
    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
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
Account Name	`Name`	`string`	Name of the account. Max 255 characters.
Account Number	`AccountNumber`	`string`	Account number assigned to this account (not the unique, system-generated ID assigned during creation). Max 40 characters.
Description	`Description`	`string`	Text description of the account. Limited to 32,000 KB.
Phone	`Phone`	`string`	Phone number for this account. Max 40 characters.
Website	`Website`	`string`	The website of this account. Max 255 characters.
See All Props	`useAdvancedProps`	`boolean`	Set to true to see all available props for this object.

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:

Create Account with Salesforce API on Card Moved (Instant) from Trello API

Pipedream makes it easy to connect APIs for Salesforce, Trello 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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