← Basecamp + Salesforce integrations

Create Attachment with Salesforce API on New Comment Created (Instant) from Basecamp API

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New Comment Created (Instant) from the Basecamp API
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Create Attachment with the Salesforce API
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Getting Started

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

  1. Select this integration
  2. Configure the New Comment Created (Instant) trigger
    1. Connect your Basecamp account
    2. Select a Account Id
    3. Select a Project Id
  3. 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
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a comment is created. [See the docs here](https://github.com/basecamp/bc3-api/blob/master/sections/webhooks.md#create-a-webhook)
Version:0.0.7
Key:basecamp-new-comment-created

Basecamp Overview

The Basecamp API enables the automation of project management tasks, facilitating seamless interaction with Basecamp's project management tools. Through Pipedream, you can leverage the API to create custom workflows that trigger actions within Basecamp, sync data across various platforms, and enhance team collaboration with automated notifications and task management.

Trigger Code

import common from "../common/webhook.mjs";

export default {
  ...common,
  key: "basecamp-new-comment-created",
  name: "New Comment Created (Instant)",
  description: "Emit new event when a comment is created. [See the docs here](https://github.com/basecamp/bc3-api/blob/master/sections/webhooks.md#create-a-webhook)",
  version: "0.0.7",
  dedupe: "unique",
  type: "source",
  methods: {
    ...common.methods,
    getWebhookTypes() {
      return [
        "Comment",
      ];
    },
    getAllowedEvents() {
      return [
        "comment_created",
      ];
    },
  },
};

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.
LabelPropTypeDescription
BasecampappappThis component uses the Basecamp app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Account IdaccountIdstringSelect a value from the drop down menu.
Project IdprojectIdstringSelect a value from the drop down menu.
N/Ahttp$.interface.httpThis 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.

Trigger Authentication

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

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

About Basecamp

Project Management & Team Communication

Action

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

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.

LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
File NameNamestring

Name of the attached file. Max 255 characters.

File Path or ContentfilePathOrContentstring

The path to a file in the tmp folder (see the documentation). Alternatively, you can provide the base64-encoded file data.

Content TypeContentTypestring

The content type (MIME type) of the attachment. For example, image/png.

Parent IDParentIdstring

ID of the parent object of the attachment. See the documentation for supported objects.

DescriptionDescriptionstring

Description of the attachment. Max 500 characters.

PrivateIsPrivateboolean

Whether this record is viewable only by the owner and administrators (true) or viewable by all otherwise-allowed users (false).

Owner IDOwnerIdstringSelect 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

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