← iLovePDF + Salesforce integrations

Create Account with Salesforce API on New Task Completed from iLovePDF API

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New Task Completed from the iLovePDF API
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Create Account with the Salesforce API
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Getting Started

This integration creates a workflow with a iLovePDF 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 Task Completed trigger
    1. Connect your iLovePDF account
    2. Configure timer
    3. Optional- Select a Tool
  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 for each new task. [See the documentation](https://developer.ilovepdf.com/docs/api-reference#task)
Version:0.0.1
Key:ilovepdf-new-task-completed

iLovePDF Overview

The iLovePDF API lets you automate PDF processing tasks like merging, splitting, compressing, and converting PDFs to other formats. iLovePDF's robust functionality can be harnessed in Pipedream workflows, which may include handling PDFs generated from various triggers, processing them as needed, and connecting to other services for storage, data extraction, or further actions based on the transformed PDFs.

Trigger Code

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import ilovepdf from "../../ilovepdf.app.mjs";

export default {
  key: "ilovepdf-new-task-completed",
  name: "New Task Completed",
  description: "Emit new event for each new task. [See the documentation](https://developer.ilovepdf.com/docs/api-reference#task)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ilovepdf,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    tool: {
      propDefinition: [
        ilovepdf,
        "tool",
      ],
      description: "If specified, events will only be emitted for tasks with this tool",
      optional: true,
    },
  },
  methods: {
    _setSavedItems(value) {
      this.db.set("tasks", value);
    },
    _getSavedItems() {
      return this.db.get("tasks") ?? [];
    },
    async getAndProcessItems() {
      const { token } = await this.ilovepdf.getAuthToken();

      const savedItems = this._getSavedItems();
      const tasks = await this.ilovepdf.listTasks({
        token,
        tool: this.tool,
      });

      tasks?.filter?.(({ task }) => !savedItems.includes(task)).forEach((task) => {
        const ts = Date.now();
        this.$emit(task, {
          id: task.task,
          summary: `New task (${task.tool}) - ${task.file_number} file${task.file_number == 1
            ? ""
            : "s"}`,
          ts,
        });
        savedItems.push(task.task);
      });

      this._setSavedItems(savedItems);
    },
  },
  hooks: {
    async deploy() {
      await this.getAndProcessItems();
    },
  },
  async run() {
    await this.getAndProcessItems();
  },
};

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
iLovePDFilovepdfappThis component uses the iLovePDF app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
TooltoolstringSelect a value from the drop down menu:compressmergesplitpdfjpgimagepdfunlockpagenumberwatermarkofficepdfrepairrotateprotectpdfavalidatepdfahtmlpdfextract

Trigger Authentication

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

Sign in to your iLovePDF developer account. Navigate to Projects, and you will find your Public Key and Secret Key under API Keys.

About iLovePDF

iLovePDF is an online service to work with PDF files completely free and easy to use. Merge PDF, split PDF, compress PDF, office to PDF, and more.

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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