Create Attachment with Salesforce API on New Call Event from CallPage API

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Trigger workflow on

New Call Event from the CallPage API

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Create Attachment with the Salesforce API

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Getting Started#

This integration creates a workflow with a CallPage 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 Call Event trigger
1. Connect your CallPage account
2. Configure timer
3. Select one or more Call Statuses
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 Call Event on CallPage

Description:Emit new event when there is a new call event.

Version:0.0.1

Key:callpage-new-call-event

View on GitHub

CallPage Overview#

The CallPage API enables automations centered around phone calls and lead management. Integrating this API with Pipedream allows you to create, update, and track calls, as well as manage users and leads. With Pipedream's serverless architecture, you can easily connect CallPage to other apps, triggering complex workflows from CallPage events or performing actions in CallPage in response to external triggers.

Trigger Code#

import callpage from "../../callpage.app.mjs";
import { CALL_STATUSES } from "../../common/constants.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "callpage-new-call-event",
  name: "New Call Event",
  description: "Emit new event when there is a new call event.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    callpage,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: 60,
      },
    },
    callStatuses: {
      type: "string[]",
      label: "Call Statuses",
      description: "Select the call statuses to trigger events for",
      options: CALL_STATUSES,
    },
  },
  methods: {
    _getLastDate() {
      return this.db.get("lastDate") || [];
    },
    _setLastDate(lastDate) {
      return this.db.set("lastDate", lastDate);
    },
    async startEvent(maxResults = false) {
      const lastDate = this._getLastDate();
      const response = this.callpage.paginate({
        fn: this.callpage.listEvents,
        maxResults,
        params: {
          date_from: lastDate,
          statuses: this.callStatuses,
        },
      });

      const responseArray = [];

      for await (const item of response) {
        responseArray.push(item);
      }

      if (responseArray.length) {
        this._setLastDate(Date.parse(responseArray[responseArray.length - 1].created_at));
      }

      for (const event of responseArray) {
        this.$emit(event, {
          id: event.id,
          summary: `New call event with ID: ${event.human_status}`,
          ts: Date.parse(event.created_at),
        });
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
  sampleEmit,
};

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
CallPage	`callpage`	`app`	This component uses the CallPage app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Call Statuses	`callStatuses`	`string[]`	Select a value from the drop down menu:`{ "label": "New", "value": "new" }{ "label": "Scheduled", "value": "scheduled" }{ "label": "In Progress", "value": "in-progress" }{ "label": "Ringing", "value": "ringing" }{ "label": "Completed", "value": "completed" }{ "label": "Manager Failed", "value": "manager-failed" }{ "label": "User Failed", "value": "user-failed" }{ "label": "Failed", "value": "failed" }{ "label": "Cancelled", "value": "cancelled" }`

Trigger Authentication#

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

To retrieve your API key,

Navigate to your CallPage account and sign in
Go to “Settings” > “API settings”

About CallPage#

We are the #1 tool to generate more sales calls & leads from your website.

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 + CallPage#

Other Popular Integrations#

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Salesforce + CallPage

Create Attachment with Salesforce API on New Call Event from CallPage API

Pipedream makes it easy to connect APIs for Salesforce, CallPage 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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