Create Affiliate with Refersion API on New Updated Record (Instant, of Selectable Type) from Salesforce API

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

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Create Affiliate with the Refersion API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Refersion action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Updated Record (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
4. Optional- Select one or more Fields To Watch
Configure the Create Affiliate action
1. Connect your Refersion account
2. Configure First Name
3. Configure Last Name
4. Configure Email
5. Configure Password
6. Select a Status
7. Optional- Configure Offer
8. Optional- Configure Company
9. Optional- Configure Paypal Email
10. Optional- Configure Address 1
11. Optional- Configure Address 2
12. Optional- Configure City
13. Optional- Configure State
14. Optional- Configure Zip
15. Optional- Select a Country
16. Optional- Configure Phone
17. Optional- Configure Send Welcome
18. Optional- Configure Conversion Trigger Coupon
19. Optional- Configure Unique Merchant ID
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 Updated Record (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)

Version:0.2.0

Key:salesforce_rest_api-record-updated-instant

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.

Trigger Code#

import startCase from "lodash/startCase.js";
import common from "../common.mjs";
import constants from "../../common/constants.mjs";
const { salesforce } = common.props;

export default {
  ...common,
  type: "source",
  name: "New Updated Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-updated-instant",
  description: "Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
          filter: ({ updateable }) => updateable,
        }),
      ],
      label: "Fields To Watch",
      type: "string[]",
      optional: true,
      description: "If specified, events will only be emitted if at least one of the selected fields is updated. This filter is only available when a webhook is created successfully.",
    },
  },
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;

      const {
        LastModifiedDate: lastModifiedDate,
        [fieldName]: name,
        Id: id,
      } = item;

      const entityType = startCase(objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      return {
        id: `${id}-${ts}`,
        summary,
        ts,
      };
    },
    getEventType() {
      return "updated";
    },
    isEventRelevant(changedFields) {
      const { fields } = this;
      return fields?.length
        ? Object.keys(changedFields).some((key) => fields.includes(key))
        : true;
    },
    getChangedFields(body) {
      return Object.entries(body.New).filter(([
        key,
        value,
      ]) => {
        const oldValue = body.Old[key];
        return (
          value !== undefined
          && oldValue !== undefined
          && JSON.stringify(value) !== JSON.stringify(oldValue)
        );
      })
        .reduce((obj, [
          key,
          value,
        ]) => {
          obj[key] = {
            old: body.Old[key],
            new: value,
          };
          return obj;
        }, {});
    },
    processWebhookEvent(event) {
      const { body } = event;
      const changedFields = this.getChangedFields(body);
      if (this.isEventRelevant(changedFields)) {
        const meta = this.generateWebhookMeta(event);
        this.$emit({
          ...body,
          changedFields,
        }, meta);
      }
    },
    async processTimerEvent(eventData) {
      const {
        getNameField,
        getObjectTypeColumns,
        paginate,
        objectType,
        setLatestDateCovered,
        generateTimerMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

      const fieldName = getNameField();
      const columns = getObjectTypeColumns();

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
        dateFieldName: constants.FIELD_NAME.LAST_MODIFIED_DATE,
      });

      const [
        latestEvent,
      ] = events;

      if (latestEvent?.LastModifiedDate) {
        const latestDateCovered = new Date(latestEvent.LastModifiedDate);
        latestDateCovered.setSeconds(0);
        setLatestDateCovered(latestDateCovered.toISOString());
      }

      Array.from(events)
        .reverse()
        .forEach((item) => {
          const meta = generateTimerMeta(item, fieldName);
          emit(item, meta);
        });
    },
    async timerActivateHook() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      const { fields } = await getObjectTypeDescription(objectType);
      const columns = fields.map(({ name }) => name);

      setObjectTypeColumns(columns);
    },
  },
};

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
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
	`timer`	`$.interface.timer`	The timer is only used as a fallback if instant event delivery (webhook) is not available.
Object Type	`objectType`	`string`	Select a value from the drop down menu.
Fields To Watch	`fields`	`string[]`	Select a value from the drop down menu.

Trigger 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

Action#

Create Affiliate on Refersion

Description:Create a new affiliate. [See the docs here](https://www.refersion.dev/reference/new_affiliate)

Version:0.0.1

Key:refersion-create-affiliate

View on GitHub

Refersion Overview#

Refersion is a powerful affiliate tracking platform that streamlines the process of managing, tracking, and growing your affiliate network. Through its API, you can automate affiliate registrations, commission tracking, and payout processes. Pipedream's serverless platform allows you to connect Refersion with hundreds of other apps to automate workflows, sync data across platforms, and respond to events in real time.

Action Code#

import app from "../../refersion.app.mjs";
import options from "../../common/options.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  name: "Create Affiliate",
  description: "Create a new affiliate. [See the docs here](https://www.refersion.dev/reference/new_affiliate)",
  key: "refersion-create-affiliate",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the affiliate",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the affiliate",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email of the affiliate",
    },
    password: {
      type: "string",
      label: "Password",
      description: "Has at least 9 characters. The password is NOT more than 72 characters. Has at least 1 upper case character. Has at least 1 lower case character. Has at least 1 numerical character. Has at least 1 special character. Does NOT have the same character repeated more than 3 times in a row. Password does NOT match the email of the user.",
    },
    status: {
      type: "string",
      label: "Status",
      description: "Status of the affiliate",
      options: options.AFFILIATE_STATUS,
    },
    offer: {
      type: "string",
      label: "Offer",
      description: "Specific Offer ID to opt affiliate into, otherwise your default offer is used.",
      optional: true,
    },
    company: {
      type: "string",
      label: "Company",
      description: "Company of the affiliate",
      optional: true,
    },
    paypalEmail: {
      type: "string",
      label: "Paypal Email",
      description: "Paypal email of the affiliate",
      optional: true,
    },
    address1: {
      type: "string",
      label: "Address 1",
      description: "Address 1 of the affiliate",
      optional: true,
    },
    address2: {
      type: "string",
      label: "Address 2",
      description: "Address 2 of the affiliate",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the affiliate",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State of the affiliate",
      optional: true,
    },
    zip: {
      type: "string",
      label: "Zip",
      description: "Zip of the affiliate",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "Country of the affiliate",
      optional: true,
      options: options.COUNTRIES,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone of the affiliate",
      optional: true,
    },
    sendWelcome: {
      type: "boolean",
      label: "Send Welcome",
      description: "Send welcome email to affiliate",
      optional: true,
    },
    conversionTriggerCoupon: {
      type: "string",
      label: "Conversion Trigger Coupon",
      description: "A unique coupon code to assign to this affiliate as a conversion trigger.",
      optional: true,
    },
    uniqueMerchantId: {
      type: "string",
      label: "Unique Merchant ID",
      description: "An optional alphanumeric identifier for the affiliate for your team's internal use.",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      first_name: this.firstName,
      last_name: this.lastName,
      email: this.email,
      password: this.password,
      status: this.status,
      offer: this.offer,
      company: this.company,
      paypal_email: this.paypalEmail,
      address1: this.address1,
      address2: this.address2,
      city: this.city,
      state: this.state,
      zip: this.zip,
      country: this.country,
      phone: this.phone,
      send_welcome: this.sendWelcome
        ? "TRUE"
        : "FALSE",
      conversion_trigger_coupon: this.conversionTriggerCoupon,
      unique_merchant_id: this.uniqueMerchantId,
    };
    const res = await this.app.createAffiliate(data, $);
    if (res.error) {
      throw new ConfigurationError(res.error);
    }
    $.export("$summary", `Affiliate successfully created with id "${res.id}"`);
    return res;
  },
};

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
Refersion	`app`	`app`	This component uses the Refersion app.
First Name	`firstName`	`string`	First name of the affiliate
Last Name	`lastName`	`string`	Last name of the affiliate
Email	`email`	`string`	Email of the affiliate
Password	`password`	`string`	Has at least 9 characters. The password is NOT more than 72 characters. Has at least 1 upper case character. Has at least 1 lower case character. Has at least 1 numerical character. Has at least 1 special character. Does NOT have the same character repeated more than 3 times in a row. Password does NOT match the email of the user.
Status	`status`	`string`	Select a value from the drop down menu:`PENDINGACTIVE`
Offer	`offer`	`string`	Specific Offer ID to opt affiliate into, otherwise your default offer is used.
Company	`company`	`string`	Company of the affiliate
Paypal Email	`paypalEmail`	`string`	Paypal email of the affiliate
Address 1	`address1`	`string`	Address 1 of the affiliate
Address 2	`address2`	`string`	Address 2 of the affiliate
City	`city`	`string`	City of the affiliate
State	`state`	`string`	State of the affiliate
Zip	`zip`	`string`	Zip of the affiliate
Country	`country`	`string`	Select a value from the drop down menu:`{ "value": "US", "label": "United States" }{ "value": "AE", "label": "United Arab Emirates" }{ "value": "AR", "label": "Argentina" }{ "value": "AS", "label": "American Samoa" }{ "value": "AT", "label": "Austria" }{ "value": "AU", "label": "Australia" }{ "value": "BA", "label": "Bosnia and Herzegovina" }{ "value": "BD", "label": "Bangladesh" }{ "value": "BE", "label": "Belgium" }{ "value": "BG", "label": "Bulgaria" }{ "value": "BR", "label": "Brazil" }{ "value": "CA", "label": "Canada" }{ "value": "CH", "label": "Switzerland" }{ "value": "CL", "label": "Chile" }{ "value": "CN", "label": "China" }{ "value": "CO", "label": "Colombia" }{ "value": "CR", "label": "Costa Rica" }{ "value": "CZ", "label": "Czech Republic" }{ "value": "DE", "label": "Germany" }{ "value": "DK", "label": "Denmark" }{ "value": "DZ", "label": "Algeria" }{ "value": "EE", "label": "Estonia" }{ "value": "ES", "label": "Spain" }{ "value": "FI", "label": "Finland" }{ "value": "FM", "label": "Micronesia, Federated States of" }{ "value": "FO", "label": "Faroe Islands" }{ "value": "FR", "label": "France" }{ "value": "GB", "label": "United Kingdom" }{ "value": "GH", "label": "Ghana" }{ "value": "GR", "label": "Greece" }{ "value": "GU", "label": "Guam" }{ "value": "HK", "label": "Hong Kong" }{ "value": "HN", "label": "Honduras" }{ "value": "HR", "label": "Croatia" }{ "value": "HU", "label": "Hungary" }{ "value": "ID", "label": "Indonesia" }{ "value": "IE", "label": "Ireland" }{ "value": "IL", "label": "Israel" }{ "value": "IM", "label": "Isle of Man" }{ "value": "IN", "label": "India" }{ "value": "IS", "label": "Iceland" }{ "value": "IT", "label": "Italy" }{ "value": "JM", "label": "Jamaica" }{ "value": "JP", "label": "Japan" }{ "value": "KR", "label": "South Korea" }{ "value": "KW", "label": "Kuwait" }{ "value": "LT", "label": "Lithuania" }{ "value": "LU", "label": "Luxembourg" }{ "value": "LV", "label": "Latvia" }{ "value": "MA", "label": "Morocco" }{ "value": "MH", "label": "Marshall Islands" }{ "value": "MK", "label": "North Macedonia" }{ "value": "MP", "label": "Northern Mariana Islands" }{ "value": "MT", "label": "Malta" }{ "value": "MX", "label": "Mexico" }{ "value": "MY", "label": "Malaysia" }{ "value": "NG", "label": "Nigeria" }{ "value": "NL", "label": "Netherlands" }{ "value": "NO", "label": "Norway" }{ "value": "NZ", "label": "New Zealand" }{ "value": "OM", "label": "Oman" }{ "value": "PE", "label": "Peru" }{ "value": "PH", "label": "Philippines" }{ "value": "PK", "label": "Pakistan" }{ "value": "PL", "label": "Poland" }{ "value": "PR", "label": "Puerto Rico" }{ "value": "PT", "label": "Portugal" }{ "value": "PW", "label": "Palau" }{ "value": "QA", "label": "Qatar" }{ "value": "RO", "label": "Romania" }{ "value": "RS", "label": "Serbia" }{ "value": "RU", "label": "Russia" }{ "value": "SA", "label": "Saudi Arabia" }{ "value": "SE", "label": "Sweden" }{ "value": "SG", "label": "Singapore" }{ "value": "SI", "label": "Slovenia" }{ "value": "SK", "label": "Slovakia" }{ "value": "SV", "label": "El Salvador" }{ "value": "TH", "label": "Thailand" }{ "value": "TN", "label": "Tunisia" }{ "value": "TR", "label": "Turkey" }{ "value": "TW", "label": "Taiwan" }{ "value": "TZ", "label": "Tanzania" }{ "value": "UA", "label": "Ukraine" }{ "value": "UY", "label": "Uruguay" }{ "value": "VG", "label": "British Virgin Islands" }{ "value": "VI", "label": "U.S. Virgin Islands" }{ "value": "VN", "label": "Vietnam" }{ "value": "WS", "label": "Samoa" }{ "value": "ZA", "label": "South Africa" }`
Phone	`phone`	`string`	Phone of the affiliate
Send Welcome	`sendWelcome`	`boolean`	Send welcome email to affiliate
Conversion Trigger Coupon	`conversionTriggerCoupon`	`string`	A unique coupon code to assign to this affiliate as a conversion trigger.
Unique Merchant ID	`uniqueMerchantId`	`string`	An optional alphanumeric identifier for the affiliate for your team's internal use.

Action Authentication#

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

To retrieve your Refersion Public and Secret keys,