Create Account with Salesforce API on New Customer (Instant) from Ikas API

Pipedream makes it easy to connect APIs for Salesforce, Ikas and 2,400+ other apps remarkably fast.

Trigger workflow on

New Customer (Instant) from the Ikas API

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Create Account with the Salesforce API

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Getting Started#

This integration creates a workflow with a Ikas 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 Customer (Instant) trigger
1. Connect your Ikas account
2. Configure alert
Configure the Create Account action
1. Connect your Salesforce account
2. Configure docsInfo
3. Configure Account Name
4. Optional- Configure Account Number
5. Optional- Configure Description
6. Optional- Configure Phone
7. Optional- Configure Website
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#

New Customer (Instant) on Ikas

Description:Emit new event when a customer account is created on ikas. **You can only have one webhook of each type at the same time.**

Version:0.0.1

Key:ikas-new-customer-instant

View on GitHub

Trigger Code#

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

export default {
  ...common,
  key: "ikas-new-customer-instant",
  name: "New Customer (Instant)",
  description: "Emit new event when a customer account is created on ikas. **You can only have one webhook of each type at the same time.**",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getScope() {
      return "store/customer/created";
    },
    getSummary(data) {
      return `New customer created with Id: ${data.id}.`;
    },
  },
  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
Ikas	`ikas`	`app`	This component uses the Ikas app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

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

About Ikas#

New Generation E-Commerce Platform

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:0.3.1

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: "0.3.1",
  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:

About Salesforce#

Web services API for interacting with Salesforce

More Ways to Connect Salesforce + Ikas#

Other Popular Integrations#

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Create Account with Salesforce API on New Customer (Instant) from Ikas API

Pipedream makes it easy to connect APIs for Salesforce, Ikas 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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