Create Board with monday.com API on New Record (of Selectable Type) from Salesforce (REST API) API

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New Record (of Selectable Type) from the Salesforce (REST API) API

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Create Board with the monday.com API

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Getting Started#

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

Select this integration
Configure the New Record (of Selectable Type) trigger
1. Connect your Salesforce (REST API) account
2. Configure timer
3. Select a Object Type
Configure the Create Board action
1. Connect your monday.com account
2. Configure Board Name
3. Select a Board Kind
4. Optional- Select a Workspace ID
5. Optional- Select a Folder ID
6. Optional- Configure Board Template ID
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 Record (of Selectable Type) on Salesforce (REST API)

Description:Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See [the docs](https://sforce.co/3yPSJZy) for more information.

Version:0.0.6

Key:salesforce_rest_api-new-record

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.

Trigger Code#

import startCase from "lodash/startCase.js";

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

export default {
  ...common,
  type: "source",
  name: "New Record (of Selectable Type)",
  key: "salesforce_rest_api-new-record",
  description: "Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See [the docs](https://sforce.co/3yPSJZy) for more information.",
  version: "0.0.6",
  hooks: {
    ...common.hooks,
    async activate() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      await common.hooks.activate.call(this);

      const { fields } = await getObjectTypeDescription(objectType);
      const columns = fields.map(({ name }) => name);

      setObjectTypeColumns(columns);
    },
  },
  methods: {
    ...common.methods,
    generateMeta(item, fieldName) {
      const { objectType } = this;
      const {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

      const fieldName = getNameField();
      const columns = getObjectTypeColumns();

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
      });

      const [
        latestEvent,
      ] = events;

      if (latestEvent?.CreatedDate) {
        const latestDateCovered = new Date(latestEvent.CreatedDate);
        latestDateCovered.setSeconds(0);
        setLatestDateCovered(latestDateCovered.toISOString());
      }

      Array.from(events)
        .reverse()
        .forEach((item) => {
          const meta = generateMeta(item, fieldName);
          emit(item, meta);
        });
    },
  },
};

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 (REST API)	`salesforce`	`app`	This component uses the Salesforce (REST API) app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Object Type	`objectType`	`string`	Select a value from the drop down menu.

Trigger 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

Action#

Create Board on monday.com

Description:Creates a new board. [See the documentation](https://api.developer.monday.com/docs/boards#create-a-board)

Version:0.0.7

Key:monday-create-board

View on GitHub

monday.com Overview#

The monday.com API unlocks the potential to automate workflows, sync data across applications, and create dynamic project management solutions. With this API on Pipedream, you can craft custom integrations that respond to events in monday.com, manipulate boards, items, and columns, and harmonize project data with third-party services to streamline operations, reduce manual workload, and ensure consistent information flow within your business ecosystem.

Action Code#

import utils from "../../common/utils.mjs";
import monday from "../../monday.app.mjs";

export default {
  key: "monday-create-board",
  name: "Create Board",
  description: "Creates a new board. [See the documentation](https://api.developer.monday.com/docs/boards#create-a-board)",
  type: "action",
  version: "0.0.7",
  props: {
    monday,
    boardName: {
      propDefinition: [
        monday,
        "boardName",
      ],
    },
    boardKind: {
      propDefinition: [
        monday,
        "boardKind",
      ],
    },
    workspaceId: {
      propDefinition: [
        monday,
        "workspaceId",
      ],
    },
    folderId: {
      propDefinition: [
        monday,
        "folderId",
        (c) => ({
          workspaceId: c.workspaceId,
        }),
      ],
    },
    templateId: {
      propDefinition: [
        monday,
        "templateId",
      ],
    },
  },
  async run({ $ }) {
    const {
      boardName,
      boardKind,
      folderId,
      workspaceId,
      templateId,
    } = this;

    const {
      data,
      errors,
      error_code: errorCode,
      error_message: errorMessage,
    } =
      await this.monday.createBoard({
        boardName,
        boardKind,
        folderId: utils.emptyStrToUndefined(folderId),
        workspaceId: utils.emptyStrToUndefined(workspaceId),
        templateId: utils.emptyStrToUndefined(templateId),
      });

    if (errors) {
      throw new Error(`Failed to create board: ${errors[0].message}`);
    }

    if (errorMessage) {
      throw new Error(`Failed to create board [${errorCode}]: ${errorMessage}`);
    }

    const { id: boardId } = data.create_board;

    $.export("$summary", `Successfully created a new board with ID: ${boardId}`);

    return boardId;
  },
};

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
monday.com	`monday`	`app`	This component uses the monday.com app.
Board Name	`boardName`	`string`	The board's name
Board Kind	`boardKind`	`string`	Select a value from the drop down menu:`{ "value": "public", "label": "Public boards" }{ "value": "private", "label": "Private boards" }{ "value": "share", "label": "Shareable boards" }`
Workspace ID	`workspaceId`	`integer`	Select a value from the drop down menu.
Folder ID	`folderId`	`integer`	Select a value from the drop down menu.
Board Template ID	`templateId`	`integer`	Board ID saved as a custom template. The ID can be obteined from the url in browser selecting the corresponding board (e.g. `https://{subdomain}.monday.com/boards/2419687965`) where `2419687965` is the ID of the template

Action Authentication#

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

About monday.com#

monday.com is a powerful project management system — a complete Work OS designed to help your team complete projects efficiently, collaborate effectively, and grow online.

More Ways to Connect monday.com + Salesforce (REST API)#

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Create Board with monday.com API on New Record (of Selectable Type) from Salesforce (REST API) API

Pipedream makes it easy to connect APIs for monday.com, Salesforce (REST API) and 2,000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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