Create Article with Craftboxx 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 Article with the Craftboxx API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Craftboxx 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 Article action
1. Connect your Craftboxx account
2. Configure Name
3. Optional- Configure Manufacturer
4. Optional- Configure Manufacturer Article Number
5. Optional- Configure EAN
6. Optional- Configure Supplier Article Number
7. Optional- Configure Unit Price
8. Optional- Select a Currency
9. Optional- Configure VAT Rate
10. Optional- Configure VAT Included
11. Optional- Select a Unit
12. Optional- Configure Price Date
13. Optional- Configure Article URL
14. Optional- Configure Info
15. Optional- Configure Dangerous Material
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 Article on Craftboxx

Description:Creates a new article in Craftboxx. [See the documentation](https://api.craftboxx.de/docs/docs.json)

Version:0.0.1

Key:craftboxx-create-article

View on GitHub

Craftboxx Overview#

The Craftboxx API allows users to integrate various features of the Craftboxx project management solution into their workflows. With this API, you can automate tasks related to project planning, resource allocation, time tracking, and document management. On Pipedream, you can tap into the Craftboxx API to create customized, serverless workflows that respond to events in real time. This enables businesses to streamline operations, reduce manual data entry, and improve coordination between teams.

Action Code#

import app from "../../craftboxx.app.mjs";
import utils from "../../common/utils.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "craftboxx-create-article",
  name: "Create Article",
  description: "Creates a new article in Craftboxx. [See the documentation](https://api.craftboxx.de/docs/docs.json)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Name",
      description: "The name of the article",
    },
    manufacturer: {
      type: "string",
      label: "Manufacturer",
      description: "The manufacturer of the article",
      optional: true,
    },
    manufacturerArticleNr: {
      type: "string",
      label: "Manufacturer Article Number",
      description: "The manufacturer article number of the article",
      optional: true,
    },
    ean: {
      type: "string",
      label: "EAN",
      description: "The EAN of the article",
      optional: true,
    },
    supplierArticleNr: {
      type: "string",
      label: "Supplier Article Number",
      description: "The supplier article number of the article",
      optional: true,
    },
    unitPrice: {
      type: "string",
      label: "Unit Price",
      description: "The price of the article. Eg. `2.5`",
      optional: true,
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "The currency of the article",
      optional: true,
      options: constants.CURRENCIES,
    },
    vatRate: {
      type: "string",
      label: "VAT Rate",
      description: "The VAT rate of the article. Eg. `19`",
      optional: true,
    },
    vatIncluded: {
      type: "boolean",
      label: "VAT Included",
      description: "Whether the price is VAT included",
      optional: true,
    },
    unit: {
      type: "string",
      label: "Unit",
      description: "The unit of the article",
      optional: true,
      options: constants.UNITS,
    },
    priceDate: {
      type: "string",
      label: "Price Date",
      description: "The date of the price. Eg. `2024-04-21`",
      optional: true,
    },
    articleUrl: {
      type: "string",
      label: "Article URL",
      description: "The URL of the article",
      optional: true,
    },
    info: {
      type: "string",
      label: "Info",
      description: "The description of the article",
      optional: true,
    },
    dangerousMaterial: {
      type: "boolean",
      label: "Dangerous Material",
      description: "Whether the article is dangerous material",
      optional: true,
    },
  },
  methods: {
    createArticle(args = {}) {
      return this.app.post({
        path: "/articles",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createArticle,
      ...data
    } = this;

    const response = await createArticle({
      $,
      data: utils.keysToSnakeCase(data),
    });

    $.export("$summary", `Successfully created article 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
Craftboxx	`app`	`app`	This component uses the Craftboxx app.
Name	`name`	`string`	The name of the article
Manufacturer	`manufacturer`	`string`	The manufacturer of the article
Manufacturer Article Number	`manufacturerArticleNr`	`string`	The manufacturer article number of the article
EAN	`ean`	`string`	The EAN of the article
Supplier Article Number	`supplierArticleNr`	`string`	The supplier article number of the article
Unit Price	`unitPrice`	`string`	The price of the article. Eg. `2.5`
Currency	`currency`	`string`	Select a value from the drop down menu:`EURUSDCHF`
VAT Rate	`vatRate`	`string`	The VAT rate of the article. Eg. `19`
VAT Included	`vatIncluded`	`boolean`	Whether the price is VAT included
Unit	`unit`	`string`	Select a value from the drop down menu:`BAGBARBOTTLEBOXBUCKETBUNCHCANECANISTERCARDBOARDCUBIC_METRECENTIMETERSDAYSDOZENFLAT_FEEGRAMSHOURSKILOGRAMSKILOMETERKILOWATT_PEAKLITREMETRESMILLILITREMILLIMETRESPACKPAIRPANELPARCELPERCENTPIECEROLLRUNNING_METERSACSETSQUAREMETERTONSTRIMMINGTUBE`
Price Date	`priceDate`	`string`	The date of the price. Eg. `2024-04-21`
Article URL	`articleUrl`	`string`	The URL of the article
Info	`info`	`string`	The description of the article
Dangerous Material	`dangerousMaterial`	`boolean`	Whether the article is dangerous material

Action Authentication#

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

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

About Craftboxx#

Craftboxx: Streamlining craftsmen's work with our innovative software. Offering job scheduling, documentation, and time recording tools.

More Ways to Connect Craftboxx + Salesforce#

Other Popular Integrations#

Create Article with Craftboxx API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Craftboxx

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

Pipedream makes it easy to connect APIs for Craftboxx, 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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