Create Account with Salesforce API on New Issue Event from Sifter API

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New Issue Event from the Sifter API

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Create Account with the Salesforce API

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Getting Started#

This integration creates a workflow with a Sifter 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 Issue Event trigger
1. Connect your Sifter account
2. Configure timer
3. Select a Project Id
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 Issue Event on Sifter

Description:Emit new events when a new issue is created. [See the docs here](https://sifterapp.com/developer/documentation/issues/#listing)

Version:0.0.1

Key:sifter-new-issue

View on GitHub

Sifter Overview#

The Sifter API enables developers to craft workflows for tracking and managing customer interactions and support inquiries efficiently. By leveraging the Sifter API on Pipedream, users can automate issue tracking, streamline customer communication, and ensure quick resolution of support tickets. With Pipedream's ability to connect to hundreds of apps, you can create multi-step workflows that trigger actions in other tools, leading to increased productivity and a better support experience.

Trigger Code#

import app from "../../sifter.app.mjs";
import common from "../common.mjs";

export default {
  key: "sifter-new-issue",
  name: "New Issue Event",
  description: "Emit new events when a new issue is created. [See the docs here](https://sifterapp.com/developer/documentation/issues/#listing)",
  version: "0.0.1",
  type: "source",
  ...common,
  props: {
    app,
    ...common.props,
    projectId: {
      propDefinition: [
        app,
        "projectId",
      ],
    },
  },
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.app.getIssues;
    },
    getResourceFnArgs() {
      return {
        projectId: this.projectId,
      };
    },
    getSummary(item) {
      return `New issue is created with number(${item.number}) and subject(${item.subject})`;
    },
    getResourceKey() {
      return "issues";
    },
    compareFn(item) {
      return new Date(item.created_at).getTime() > this.getLastFetchTime();
    },
    getDateKey() {
      return "created_at";
    },
  },
};

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
Sifter	`app`	`app`	This component uses the Sifter app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Project Id	`projectId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

To get your Access Key, first sign into your account, then:

Click the “My Profile” link along the top of the page
Click the "Account" tab
Click the “API and Access Keys” link in the right sidebar of the page
Fill in the “Create New Access Key” form at the bottom of the page and click “Create Access Key”

Account Subdomain is the subdomain that you have created during the registration process.

If you have already logged in, to get your Account Subdomain:
Click the "Projects & Issues" link along the top of the page
Click on any project.
Click gear icon next to the project name.
On the right menu find "Integrations" and click on it.
Find your Account Subdomain on Github section.

About Sifter#

Simple and streamlined. Sifter makes issue tracking convenient for even your least technical team members so that everyone can get involved and help find and resolve issues sooner.

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:

Create Account with Salesforce API on New Issue Event from Sifter API

Pipedream makes it easy to connect APIs for Salesforce, Sifter 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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