Create an Invite with Envoy API on New Outbound Message (Instant) from Salesforce API

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New Outbound Message (Instant) from the Salesforce API

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Create an Invite with the Envoy API

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Getting Started#

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

Select this integration
Configure the New Outbound Message (Instant) trigger
1. Connect your Salesforce account
2. Configure infoBox
Configure the Create an Invite action
1. Connect your Envoy account
2. Configure Arrival date
3. Select a Location
4. Configure Name
5. Optional- Configure Email
6. Optional- Select a Host
7. Optional- Configure Departure date
8. Optional- Configure Private notes
9. Optional- Configure Send email to invitee
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 Outbound Message (Instant) on Salesforce

Description:Emit new event when a new outbound message is received in Salesforce.

Version:0.1.7

Key:salesforce_rest_api-new-outbound-message

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 { XMLParser } from "fast-xml-parser";
import salesforce from "../../salesforce_rest_api.app.mjs";

export default {
  type: "source",
  name: "New Outbound Message (Instant)",
  key: "salesforce_rest_api-new-outbound-message",
  description: "Emit new event when a new outbound message is received in Salesforce.",
  version: "0.1.7",
  dedupe: "unique",
  props: {
    db: "$.service.db",
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    salesforce,
    infoBox: {
      type: "alert",
      alertType: "info",
      content: `See Salesforce's guide on [setting up Outbound Messaging](https://sforce.co/3JbZJom).
\\
Set the Outbound Message's \`Endpoint URL\` to the endpoint of this source, which you can view after it is created.
\\
The \`Send Session ID\` option must be enabled in Salesforce for validating outbound messages.`,
    },
  },
  methods: {
    _unwrapMessage(message) {
      const parser = new XMLParser({
        removeNSPrefix: true,
      });
      const obj = parser.parse(message);
      const notifications = obj["Envelope"]["Body"].notifications;
      return notifications;
    },
    _sendHttpResponse(successValue = true, status) {
      // eslint-disable-next-line multiline-ternary
      status = status ?? (successValue ? 200 : 400);
      this.http.respond({
        status,
        body: `
          <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
          xmlns:out="http://soap.sforce.com/2005/09/outbound">
            <soapenv:Header/>
            <soapenv:Body>
              <out:notificationsResponse>
                <out:Ack>${successValue}</out:Ack>
              </out:notificationsResponse>
            </soapenv:Body>
          </soapenv:Envelope>
        `,
        headers: {
          "content-type": "text/xml",
        },
      });
    },
    async _isValidSessionId(sessionId) {
      try {
        const data = await this.salesforce.getUserInfo(sessionId);
        return Boolean(data);
      } catch (err) {
        console.log("Error validating SessionId:", err);
        return false;
      }
    },
    async _isValidSource(data) {
      const { SessionId: sessionId } = data;
      if (!sessionId) {
        throw new Error("The outbound message is missing a Session ID. Please configure the outbound message to send Session ID to validate the webhook source.");
      }

      return this._isValidSessionId(sessionId);
    },
    generateMeta(data) {
      const {
        ActionId: actionId,
        Notification: { Id: eventId },
      } = data;
      const id = `${eventId}-${actionId}`;
      const summary = JSON.stringify(data);
      const ts = Date.now();
      return {
        id,
        summary,
        ts,
      };
    },
  },
  async run(event) {
    const { bodyRaw } = event;
    this._sendHttpResponse(true);
    const data = this._unwrapMessage(bodyRaw);
    if (!(await this._isValidSource(data))) {
      console.log("Skipping event from unrecognized source");
      return;
    }

    let notifications = data.Notification;
    if (!Array.isArray(notifications)) {
      notifications = [
        data.Notification,
      ];
    }

    notifications.forEach((n) => {
      const notification = Object.assign(data, {
        Notification: n,
      });
      this.$emit(notification, this.generateMeta(notification));
    });
  },
};

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
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.
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.

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 an Invite on Envoy

Description:Create an Invite to a person to visit a location. [See the docs](https://developers.envoy.com/hub/reference/createinvite).

Version:0.0.1

Key:envoy-create-an-invite

View on GitHub

Envoy Overview#

The Envoy API empowers users to streamline workplace operations, particularly visitor management, deliveries, and room bookings. Leveraging Pipedream's capabilities, you can automate tasks involving these aspects. For example, you can receive notifications when guests arrive, sync visitor data with other systems, or automate the creation and management of room bookings.

Action Code#

import app from "../../envoy.app.mjs";

export default {
  key: "envoy-create-an-invite",
  name: "Create an Invite",
  description: "Create an Invite to a person to visit a location. [See the docs](https://developers.envoy.com/hub/reference/createinvite).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    expectedArrivalAt: {
      propDefinition: [
        app,
        "expectedArrivalAt",
      ],
    },
    locationId: {
      propDefinition: [
        app,
        "locationId",
      ],
    },
    name: {
      propDefinition: [
        app,
        "visitorName",
      ],
    },
    email: {
      propDefinition: [
        app,
        "visitorEmail",
      ],
    },
    hostEmployeeId: {
      propDefinition: [
        app,
        "employeeId",
      ],
      description: "Unique identifier of a host.",
    },
    expectedDepartureAt: {
      propDefinition: [
        app,
        "expectedDepartureAt",
      ],
    },
    notes: {
      propDefinition: [
        app,
        "notes",
      ],
    },
    sendEmailToInvitee: {
      propDefinition: [
        app,
        "sendEmailToInvitee",
      ],
    },
  },
  async run({ $ }) {
    const data = {
      invite: {
        expectedArrivalAt: this.expectedArrivalAt,
        expectedDepartureAt: this.expectedDepartureAt,
        locationId: this.locationId,
        notes: this.notes,
        sendEmailToInvitee: this.sendEmailToInvitee,
        hostEmployeeId: this.hostEmployeeId,
        invitee: {
          name: this.name,
          email: this.email,
        },
      },
    };
    const response = await this.app.createInvite($, data);
    $.export("$summary", `Successfully created an invite with id: "${response.data.id}"`);
    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
Envoy	`app`	`app`	This component uses the Envoy app.
Arrival date	`expectedArrivalAt`	`string`	A date-time string at UTC, such as 2007-12-03T10:15:30Z, compliant with the date-time format outlined in section 5.6 of the RFC 3339 profile of the ISO 8601 standard for representation of dates and times using the Gregorian calendar.
Location	`locationId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	Visitor full name.
Email	`email`	`string`	Visitor email address.
Host	`hostEmployeeId`	`string`	Select a value from the drop down menu.
Departure date	`expectedDepartureAt`	`string`	A date-time string at UTC, such as 2007-12-03T10:15:30Z, compliant with the date-time format outlined in section 5.6 of the RFC 3339 profile of the ISO 8601 standard for representation of dates and times using the Gregorian calendar.
Private notes	`notes`	`string`	Enter your private notes.
Send email to invitee	`sendEmailToInvitee`	`boolean`	Either it should or not send email to invitee

Action Authentication#

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

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

locations.readcompanies.reademployees.readtoken.refreshinvites.readentries.readinvites.write

About Envoy#

Join thousands of companies that rely on Envoy to efficiently manage hybrid workplaces, so everyone inside can connect, collaborate, and thrive.

More Ways to Connect Envoy + Salesforce#

Other Popular Integrations#

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Salesforce + Envoy

Create an Invite with Envoy API on New Outbound Message (Instant) from Salesforce API

Pipedream makes it easy to connect APIs for Envoy, Salesforce 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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