Create Attachment with Salesforce API on New Article in Project Version from Document360 API

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Trigger workflow on

New Article in Project Version from the Document360 API

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Create Attachment with the Salesforce API

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Getting Started#

This integration creates a workflow with a Document360 trigger and Salesforce action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Article in Project Version trigger
1. Connect your Document360 account
2. Configure timer
3. Select a Project Version ID
Configure the Create Attachment action
1. Connect your Salesforce account
2. Configure File Name
3. Configure File Path or Content
4. Configure Content Type
5. Configure Parent ID
6. Optional- Configure Description
7. Optional- Configure Private
8. Optional- Select a Owner ID
9. Configure docsInfo
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 Article in Project Version on Document360

Description:Emit new event when a new article is created within a project version. [See the documentation](https://apidocs.document360.com/apidocs/project-version-articles)

Version:0.0.1

Key:document360-new-article-in-project-version

View on GitHub

Document360 Overview#

The Document360 API enables programmatic interaction with your knowledge base, allowing you to automate content creation, updates, and management. With this API, you can integrate Document360 into your existing content pipelines, support workflows, or any system that needs to push or pull knowledge base content. On Pipedream, you can harness this API to craft serverless workflows that seamlessly integrate with other apps to keep documentation up-to-date, trigger notifications based on content changes, or analyze knowledge base usage.

Trigger Code#

import document360 from "../../document360.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "document360-new-article-in-project-version",
  name: "New Article in Project Version",
  description:
    "Emit new event when a new article is created within a project version. [See the documentation](https://apidocs.document360.com/apidocs/project-version-articles)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    document360,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    projectVersionId: {
      propDefinition: [
        document360,
        "projectVersionId",
      ],
    },
  },
  hooks: {
    async deploy() {
      await this.getAndProcessItems(10);
    },
  },
  methods: {
    _getSavedItems() {
      return this.db.get("savedItems") ?? [];
    },
    _setSavedItems(value) {
      this.db.set("savedItems", value);
    },
    async getAndProcessItems(maxItems = 0) {
      const savedItems = this._getSavedItems();
      const response = await this.document360.getArticles(
        this.projectVersionId,
      );
      if (!response?.success) {
        throw new Error(JSON.stringify(response));
      }

      response.data
        ?.filter((item) => !savedItems.includes(item.id))
        .forEach((article, index) => {
          if (!maxItems || index < maxItems) {
            this.$emit(article, {
              id: article.id,
              summary: `New Article: "${article.title}"`,
              ts: Date.now(),
            });
          }
          savedItems.push(article.id);
        });

      this._setSavedItems(savedItems);
    },
  },
  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.

Label	Prop	Type	Description
Document360	`document360`	`app`	This component uses the Document360 app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Project Version ID	`projectVersionId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Document360 uses API keys for authentication. When you connect your Document360 account, Pipedream securely stores the keys so you can easily authenticate to Document360 APIs in both code and no-code steps.

About Document360#

The Knowledge Base Software that Scales with your Product.

Action#

Create Attachment on Salesforce

Description:Creates an Attachment on a parent object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_attachment.htm)

Version:0.4.0

Key:salesforce_rest_api-create-attachment

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.

Action Code#

import common, { getProps } from "../common/base-create-update.mjs";
import attachment from "../../common/sobjects/attachment.mjs";
import fs from "fs";

const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_attachment.htm";

/* eslint-disable no-unused-vars */
const {
  useAdvancedProps, ...props
} = getProps({
  objType: attachment,
  docsLink,
});
/* eslint-enable no-unused-vars */

export default {
  ...common,
  key: "salesforce_rest_api-create-attachment",
  name: "Create Attachment",
  description: `Creates an Attachment on a parent object. [See the documentation](${docsLink})`,
  version: "0.4.0",
  type: "action",
  props,
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      getAdvancedProps,
      getAdditionalFields,
      formatDateTimeProps,
      docsInfo,
      filePathOrContent,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */

    const body =  filePathOrContent.includes("tmp/")
      ? (await fs.promises.readFile(filePathOrContent)).toString("base64")
      : filePathOrContent;

    const response = await salesforce.createRecord("Attachment", {
      $,
      data: {
        Body: body,
        ...data,
      },
    });
    $.export("$summary", `Successfully created attachment "${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.

Label	Prop	Type	Description
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
File Name	`Name`	`string`	Name of the attached file. Max 255 characters.
File Path or Content	`filePathOrContent`	`string`	The path to a file in the `tmp` folder (see the documentation). Alternatively, you can provide the base64-encoded file data.
Content Type	`ContentType`	`string`	The content type (MIME type) of the attachment. For example, `image/png`.
Parent ID	`ParentId`	`string`	ID of the parent object of the attachment. See the documentation for supported objects.
Description	`Description`	`string`	Description of the attachment. Max 500 characters.
Private	`IsPrivate`	`boolean`	Whether this record is viewable only by the owner and administrators (true) or viewable by all otherwise-allowed users (false).
Owner ID	`OwnerId`	`string`	Select a value from the drop down menu.

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

More Ways to Connect Salesforce + Document360#

Other Popular Integrations#

Create Document with Document360 API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Document360

Create Attachment with Salesforce API on New Article in Project Version from Document360 API

Pipedream makes it easy to connect APIs for Salesforce, Document360 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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