Create Attachment with Salesforce (REST API) API on New Remote Directory Watcher from SFTP (password-based auth) API

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New Remote Directory Watcher from the SFTP (password-based auth) API

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Create Attachment with the Salesforce (REST API) API

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Getting Started#

This integration creates a workflow with a SFTP (password-based auth) trigger and Salesforce (REST API) action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Remote Directory Watcher trigger
1. Connect your SFTP (password-based auth) account
2. Configure timer
3. Configure Root directory
4. Configure Maximum watcher depth
Configure the Create Attachment action
1. Connect your Salesforce (REST API) account
2. Configure Body
3. Configure Name
4. Configure Parent ID
5. Select one or more Field Selector
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 Remote Directory Watcher on SFTP (password-based auth)

Description:Emit new events when files get created, changed or deleted from a remote directory. [See the docs](https://github.com/theophilusx/ssh2-sftp-client#orgfac43d1)

Version:0.0.1

Key:sftp_password_based_auth-watch-remote-directory

View on GitHub

SFTP (password-based auth) Overview#

SFTP on Pipedream enables secure file management on remote servers directly from your workflows. Utilize this app to automate file uploads, downloads, and synchronization tasks between your systems and SFTP servers. Implement robust data pipelines or deploy content to web servers without manual intervention, all while maintaining a high level of security with password-based authentication.

Trigger Code#

import sftpApp from "../../sftp_password_based_auth.app.mjs";
import base from "../../../sftp/sources/watch-remote-directory/watch-remote-directory.mjs";

export default {
  ...base,
  key: "sftp_password_based_auth-watch-remote-directory",
  name: "New Remote Directory Watcher",
  description: "Emit new events when files get created, changed or deleted from a remote directory. [See the docs](https://github.com/theophilusx/ssh2-sftp-client#orgfac43d1)",
  version: "0.0.1",
  type: "source",
  props: {
    ...base.props,
    sftpApp,
  },
  methods: {
    ...base.methods,
    async connect() {
      return await this.sftpApp.connect();
    },
  },
};

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
SFTP (password-based auth)	`sftpApp`	`app`	This component uses the SFTP (password-based auth) app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Root directory	`rootDirectory`	`string`	Root directory to be watched. example: `/public`
Maximum watcher depth	`maxDepth`	`integer`	Watch all subdirectories within of the root directory, considering the selected maximum depth.

Trigger Authentication#

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

Below, enter the hostname of the SFTP server you'd like to connect to, your username, and the password you'd like to use to connect.

This app only supports password-based authentication, not authentication via private key. If you need to use a private key to connect to a host, please use the SFTP (key-based auth) app, instead.

About SFTP (password-based auth)#

Interact with an SFTP (SSH File Transfer Protocol) Server using a username and password for auth

Action#

Create Attachment on Salesforce (REST API)

Description:Creates an attachment, which represents a file that a User has uploaded and attached to a parent object. See [Attachment SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_attachment.htm) and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)

Version:0.3.7

Key:salesforce_rest_api-create-attachment

View on GitHub

Salesforce (REST API) 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 from "../common/base.mjs";
import attachment from "../../common/sobjects/attachment.mjs";
import {
  pickBy, pick,
} from "lodash-es";
import { toSingleLineString } from "../../common/utils.mjs";

const { salesforce } = common.props;

export default {
  ...common,
  key: "salesforce_rest_api-create-attachment",
  name: "Create Attachment",
  description: toSingleLineString(`
    Creates an attachment, which represents a file that a User has uploaded and attached to a parent object.
    See [Attachment SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_attachment.htm)
    and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)
  `),
  version: "0.3.7",
  type: "action",
  props: {
    salesforce,
    Body: {
      type: "string",
      label: "Body",
      description: "Encoded file data.",
    },
    Name: {
      type: "string",
      label: "Name",
      description: "Name of the attached file. Maximum size is 255 characters.",
    },
    ParentId: {
      type: "string",
      label: "Parent ID",
      description: "ID of the parent object of the attachment. The following objects are supported as parents of attachments:\n* Account\n* Asset\n* Campaign\n* Case\n* Contact\n* Contract\n* Custom objects\n* EmailMessage\n* EmailTemplate\n* Event\n* Lead\n* Opportunity\n* Product2\n* Solution\n* Task",
    },
    selector: {
      propDefinition: [
        salesforce,
        "fieldSelector",
      ],
      description: `${salesforce.propDefinitions.fieldSelector.description} Attachment`,
      options: () => Object.keys(attachment),
      reloadProps: true,
    },
  },
  additionalProps() {
    return this.additionalProps(this.selector, attachment);
  },
  async run({ $ }) {
    const data = pickBy(pick(this, [
      "Body",
      "Name",
      "ParentId",
      ...this.selector,
    ]));
    const response = await this.salesforce.createAttachment({
      $,
      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 (REST API)	`salesforce`	`app`	This component uses the Salesforce (REST API) app.
Body	`Body`	`string`	Encoded file data.
Name	`Name`	`string`	Name of the attached file. Maximum size is 255 characters.
Parent ID	`ParentId`	`string`	ID of the parent object of the attachment. The following objects are supported as parents of attachments: Account Asset Campaign Case Contact Contract Custom objects EmailMessage EmailTemplate Event Lead Opportunity Product2 Solution Task
Field Selector	`selector`	`string[]`	Select a value from the drop down menu.

Action Authentication#

Salesforce (REST API) uses OAuth authentication. When you connect your Salesforce (REST API) account, Pipedream will open a popup window where you can sign into Salesforce (REST API) 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 (REST API) API.

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

About Salesforce (REST API)#

Web services API for interacting with Salesforce

More Ways to Connect Salesforce (REST API) + SFTP (password-based auth)#

Other Popular Integrations#

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Salesforce (REST API) + SFTP (password-based auth)

Create Attachment with Salesforce (REST API) API on New Remote Directory Watcher from SFTP (password-based auth) API

Pipedream makes it easy to connect APIs for Salesforce (REST API), SFTP (password-based auth) and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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