← Baserow + Salesforce integrations

Create Account with Salesforce API on New or Updated Row from Baserow API

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Trigger workflow on
New or Updated Row from the Baserow API
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Create Account with the Salesforce API
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Getting Started

This integration creates a workflow with a Baserow 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 or Updated Row trigger
    1. Connect your Baserow account
    2. Configure Table ID
    3. Configure timer
    4. Optional- Select one or more Event Types
  3. 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
  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 table row is created, updated or deleted, according to the selected event types
Version:0.0.1
Key:baserow-new-or-updated-row

Baserow Overview

The Baserow API allows you to interact programmatically with Baserow, an open-source no-code database tool. With its API, you can automate database operations such as creating, reading, updating, and deleting records. Moreover, it's possible to manage databases, tables, fields, and rows, or integrate with external services to enrich or move data in real-time. Leveraging Pipedream’s capabilities, you can trigger workflows from a variety of events and connect Baserow to numerous apps for seamless data processes.

Trigger Code

import { defineSource } from "@pipedream/types";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import common from "../../actions/common.mjs";
import { EventType } from "../../common/constants.mjs";
export default defineSource({
    ...common,
    key: "baserow-new-or-updated-row",
    name: "New or Updated Row",
    description: "Emit new event when a table row is created, updated or deleted, according to the selected event types",
    version: "0.0.1",
    type: "source",
    props: {
        ...common.props,
        db: "$.service.db",
        timer: {
            type: "$.interface.timer",
            default: {
                intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
            },
        },
        eventTypes: {
            type: "string[]",
            label: "Event Types",
            description: "Which events to emit. If not specified, all events will be emitted.",
            optional: true,
            options: [
                EventType.Create,
                EventType.Update,
                EventType.Delete,
            ],
        },
    },
    hooks: {
        async deploy() {
            await this.getAndProcessData();
        },
    },
    methods: {
        _getTableId() {
            return this.db.get("tableId");
        },
        _setTableId(value) {
            this.db.set("tableId", value);
        },
        _getSavedData() {
            return JSON.parse(this.db.get("savedData") ?? "{}");
        },
        _setSavedData(data) {
            this.db.set("savedData", JSON.stringify(data));
        },
        async getAndProcessData() {
            const { baserow, tableId, eventTypes, } = this;
            const savedTableId = this._getTableId();
            const data = await baserow.listRows({
                tableId,
            });
            if (!data) {
                console.log("No data received: ", data);
                return;
            }
            const firstRun = savedTableId !== tableId;
            if (firstRun) {
                this._setTableId(tableId);
            }
            else {
                const events = eventTypes?.length
                    ? eventTypes
                    : Object.values(EventType);
                const savedData = this._getSavedData();
                const emitCreate = events.includes(EventType.Create);
                const emitUpdate = events.includes(EventType.Update);
                const emitDelete = events.includes(EventType.Delete);
                if (emitCreate || emitUpdate) {
                    data.forEach((row) => {
                        const savedRow = savedData[row.id];
                        if (emitCreate && !savedRow) {
                            this.emitEvent(EventType.Create, row);
                        }
                        else if (emitUpdate &&
                            JSON.stringify(savedRow) !== JSON.stringify(row)) {
                            this.emitEvent(EventType.Update, row);
                        }
                    });
                }
                if (emitDelete) {
                    Object.entries(savedData)
                        .filter(([id,]) => {
                        const numId = Number(id);
                        return !data.some((row) => row.id === numId);
                    })
                        .forEach(([, savedRow,]) => {
                        this.emitEvent(EventType.Delete, savedRow);
                    });
                }
            }
            this._setSavedData(data.reduce((acc, row) => {
                acc[row.id] = row;
                return acc;
            }, {}));
        },
        emitEvent(eventType, rowData) {
            const ts = Date.now();
            const { id } = rowData;
            this.$emit({
                eventType,
                rowData,
            }, {
                id,
                summary: `${eventType}: ${id}`,
                ts,
            });
        },
    },
    async run() {
        await this.getAndProcessData();
    },
});

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
BaserowbaserowappThis component uses the Baserow app.
Table IDtableIdinteger

The ID of the table to use. You can find your tables and their IDs on the Baserow API Docs.

N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Event TypeseventTypesstring[]Select a value from the drop down menu:New Row CreatedRow UpdatedRow Deleted

Trigger Authentication

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

Baserow uses a simple token based authentication. You need to generate at least one API token in your settings.

About Baserow

Open source online database tool

Action

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

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.

LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
Account NameNamestring

Name of the account. Max 255 characters.

Account NumberAccountNumberstring

Account number assigned to this account (not the unique, system-generated ID assigned during creation). Max 40 characters.

DescriptionDescriptionstring

Text description of the account. Limited to 32,000 KB.

PhonePhonestring

Phone number for this account. Max 40 characters.

WebsiteWebsitestring

The website of this account. Max 255 characters.

See All PropsuseAdvancedPropsboolean

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

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