Create Account with Salesforce API on New Product from DEAR Systems API

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Trigger workflow on

New Product from the DEAR Systems API

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Create Account with the Salesforce API

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Getting Started#

This integration creates a workflow with a DEAR Systems 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 Product trigger
1. Connect your DEAR Systems account
2. Configure timer
3. Optional- Configure “SKU” Starts With”
4. Optional- Configure Name Starts With
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 Product on DEAR Systems

Description:Emit new event when a product is created

Version:0.0.4

Key:dear-new-product

View on GitHub

DEAR Systems Overview#

DEAR Systems offers an API that provides programmatic access to its inventory management platform, allowing for seamless integration with other apps for automating various business processes. Leveraging this API within Pipedream, you can create custom workflows to synchronize inventory levels, manage sales and purchase orders, and automate financial reporting among other tasks. By connecting DEAR Systems to Pipedream’s vast array of supported apps, you can achieve a high degree of automation, reducing manual entry and data errors, and gaining insights from real-time data processing.

Trigger Code#

import {
  pick,
  pickBy,
} from "lodash-es";
import constants from "../../common/constants.mjs";
import base from "../common/polling.mjs";

export default {
  ...base,
  name: "New Product",
  key: "dear-new-product",
  type: "source",
  description: "Emit new event when a product is created",
  version: "0.0.4",
  dedupe: "unique",
  props: {
    ...base.props,
    sku: {
      type: "string",
      label: "“SKU” Starts With”",
      description: "Filter products with the *SKU* starting with this value",
      optional: true,
    },
    name: {
      type: "string",
      label: "Name Starts With",
      description: "Filter products with the *Name* starting with this value",
      optional: true,
    },
  },
  methods: {
    ...base.methods,
    defaultParams() {
      const params = pickBy(pick(this, [
        "sku",
        "name",
      ]));
      params.page = 1;
      return params;
    },
    getMetadata(product) {
      const {
        SKU: sku,
        ID: id,
        LastModifiedOn: ts,
        Name: name,
      } = product;

      return {
        id: `${sku}_${id}`,
        ts,
        summary: `New product: ${name}`,
      };
    },
    async pollFunction(params) {
      const data = [];

      while (true) {
        console.log(`Retrieving list of products for page ${params.page}`);
        const { Products: products } = await this.dear.listProducts({
          params: {
            ...params,
            limit: params.limit || constants.PAGE_LIMIT,
          },
        });

        console.log(`Retrieved ${products.length} product(s).`);
        data.push(...products);

        if (products.length < constants.PAGE_LIMIT) {
          console.log("Exausted list of products. Exiting.");
          break;
        }

        console.log("Requesting next page of products.");
        params.page++;
      }

      return data;
    },
  },
};

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
DEAR Systems	`dear`	`app`	This component uses the DEAR Systems app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
“SKU” Starts With”	`sku`	`string`	Filter products with the SKU starting with this value
Name Starts With	`name`	`string`	Filter products with the Name starting with this value

Trigger Authentication#

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

To use the API you will need your DEAR Account ID and API Application key. These can be created on the API setup page inside DEAR Inventory application.

About DEAR Systems#

DEAR Inventory is a comprehensive inventory control application positioned as a complete back end management system with product planning, cost and development, manufacturing, sales, shipping and payment features.

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 Product from DEAR Systems API

Pipedream makes it easy to connect APIs for Salesforce, DEAR Systems 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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