← Airtable (OAuth) + Salesforce (REST API) integrations

Create Account with Salesforce (REST API) API on New or Modified Records from Airtable (OAuth) API

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Trigger workflow on
New or Modified Records from the Airtable (OAuth) API
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Create Account with the Salesforce (REST API) API
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Getting Started

This integration creates a workflow with a Airtable (OAuth) trigger and Salesforce (REST API) 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 Modified Records trigger
    1. Connect your Airtable (OAuth) account
    2. Configure timer
    3. Select a Base
    4. Select a Table
    5. Optional- Select one or more Field IDs
    6. Optional- Configure Return Fields By Field ID
  3. Configure the Create Account action
    1. Connect your Salesforce (REST API) account
    2. Configure Name
    3. Select one or more Field Selector
  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 for each new or modified record in a table
Version:0.0.7
Key:airtable_oauth-new-or-modified-records

Airtable (OAuth) Overview

Using the Airtable API, you can build applications that can:

  • Create and manage databases
  • Add, update, and delete records
  • Search for records
  • Sort and filter records
  • Display records in a variety of ways
  • Import and export data

Trigger Code

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

export default {
  ...base,
  name: "New or Modified Records",
  key: "airtable_oauth-new-or-modified-records",
  description: "Emit new event for each new or modified record in a table",
  version: "0.0.7",
  type: "source",
  props: {
    ...base.props,
    tableId: {
      propDefinition: [
        base.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
    fieldIds: {
      propDefinition: [
        base.props.airtable,
        "sortFieldId",
        ({
          baseId, tableId,
        }) => ({
          baseId,
          tableId,
        }),
      ],
      type: "string[]",
      label: "Field IDs",
      description: "Identifiers of spedific fields/columns to watch for updates",
      withLabel: true,
    },
    returnFieldsByFieldId: {
      propDefinition: [
        base.props.airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  methods: {
    ...base.methods,
    _getFieldValues() {
      return this.db.get("fieldValues") || {};
    },
    _setFieldValues(fieldValues) {
      this.db.set("fieldValues", fieldValues);
    },
    updateFieldValues(newFieldValues, record) {
      const fieldKey = this.returnFieldsByFieldId
        ? "value"
        : "label";
      for (const fieldId of this.fieldIds) {
        newFieldValues[record.id] = {
          ...newFieldValues[record.id],
          [fieldId.value]: record.fields[fieldId[fieldKey]] || null,
        };
      }
      return newFieldValues;
    },
    isUpdated(fieldValues, fieldIds, record) {
      const fieldKey = this.returnFieldsByFieldId
        ? "value"
        : "label";
      for (const fieldId of fieldIds) {
        if (!record.fields[fieldId[fieldKey]]) {
          record.fields[fieldId[fieldKey]] = null;
        }
        if (fieldValues[record.id]
          && fieldValues[record.id][fieldId.value] !== undefined
          && record.fields[fieldId[fieldKey]] !== fieldValues[record.id][fieldId.value]
        ) {
          return true;
        }
      }
      return false;
    },
  },
  async run(event) {
    const {
      baseId,
      tableId,
      viewId,
    } = this;

    const lastTimestamp = this._getLastTimestamp();
    const fieldValues = this._getFieldValues();
    const isFirstRunWithFields = this.fieldIds && Object.keys(fieldValues).length === 0;
    const params = {
      returnFieldsByFieldId: this.returnFieldsByFieldId,
    };
    if (!isFirstRunWithFields) {
      params.filterByFormula = `LAST_MODIFIED_TIME() > "${lastTimestamp}"`;
    }

    const data = await this.airtable.listRecords({
      baseId,
      tableId,
      params,
    });

    if (!data.records.length) {
      console.log("No new or modified records.");
      return;
    }

    const metadata = {
      baseId,
      tableId,
      viewId,
    };

    let newRecords = 0, modifiedRecords = 0;
    let newFieldValues = {
      ...fieldValues,
    };
    for (const record of data.records) {
      if (this.fieldIds) {
        newFieldValues = this.updateFieldValues(newFieldValues, record);
      }
      if (!lastTimestamp || moment(record.createdTime) > moment(lastTimestamp)) {
        record.type = "new_record";
        newRecords++;
      } else {
        if (this.fieldIds
          && (!this.isUpdated(fieldValues, this.fieldIds, record) || isFirstRunWithFields)
        ) {
          continue;
        }
        record.type = "record_modified";
        modifiedRecords++;
      }

      record.metadata = metadata;

      this.$emit(record, {
        summary: `${record.type}: ${JSON.stringify(record.fields)}`,
        id: record.id,
        ts: Date.now(),
      });
    }
    this._setFieldValues(newFieldValues);
    console.log(`Emitted ${newRecords} new records(s) and ${modifiedRecords} modified record(s).`);

    // We keep track of the timestamp of the current invocation
    this.updateLastTimestamp(event);
  },
  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.
LabelPropTypeDescription
Airtable (OAuth)airtableappThis component uses the Airtable (OAuth) app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
BasebaseIdstringSelect a value from the drop down menu.
TabletableIdstringSelect a value from the drop down menu.
Field IDsfieldIdsstring[]Select a value from the drop down menu.
Return Fields By Field IDreturnFieldsByFieldIdboolean

An optional boolean value that lets you return field objects where the key is the field id. This defaults to false, which returns field objects where the key is the field name.

Trigger Authentication

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable (OAuth)

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

Action

Description:Creates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See [Account SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_account.htm) and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)
Version:0.2.7
Key:salesforce_rest_api-create-account

Action Code

import common from "../common/base.mjs";
import account from "../../common/sobjects/account.mjs";
import {
  pickBy, pick,
} from "lodash-es";
import { toSingleLineString } from "../../common/utils.mjs";

const { salesforce } = common.props;

export default {
  ...common,
  key: "salesforce_rest_api-create-account",
  name: "Create Account",
  description: toSingleLineString(`
    Creates a Salesforce account, representing an individual account,
    which is an organization or person involved with your business (such as customers, competitors, and partners).
    See [Account SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_account.htm)
    and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)
  `),
  version: "0.2.7",
  type: "action",
  props: {
    salesforce,
    Name: {
      type: "string",
      label: "Name",
      description: "Name of the account.",
    },
    selector: {
      propDefinition: [
        salesforce,
        "fieldSelector",
      ],
      description: `${salesforce.propDefinitions.fieldSelector.description} Account`,
      options: () => Object.keys(account),
      reloadProps: true,
    },
  },
  additionalProps() {
    return this.additionalProps(this.selector, account);
  },
  async run({ $ }) {
    const data = pickBy(pick(this, [
      "Name",
      ...this.selector,
    ]));
    const response = await this.salesforce.createAccount({
      $,
      data,
    });
    $.export("$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
Salesforce (REST API)salesforceappThis component uses the Salesforce (REST API) app.
NameNamestring

Name of the account.

Field Selectorselectorstring[]Select a value from the drop down menu.

Action Authentication

Salesforce (REST API) uses OAuth authentication. When you connect your Salesforce (REST API) account, Pipedream will open a popup window where you can sign into Salesforce (REST API) 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 (REST API) API.

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

About Salesforce (REST API)

Web services API for interacting with Salesforce

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