Create Booking with Resource Guru API on New Updated Record (Instant, of Selectable Type) from Salesforce API

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

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Create Booking with the Resource Guru API

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Getting Started#

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

Select this integration
Configure the New Updated Record (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
4. Optional- Select one or more Fields To Watch
Configure the Create Booking action
1. Connect your Resource Guru account
2. Select one or more Resource Ids
3. Configure Start Date
4. Configure End Date
5. Configure Duration
6. Optional- Configure Start Time
7. Optional- Configure Details
8. Optional- Select a Booker Id
9. Optional- Configure Billable
10. Optional- Select a Project Id
11. Optional- Select a Client Id
12. Optional- Configure Recurrence Rule
13. Optional- Select a Timezone
14. Optional- Configure Tentative
15. Optional- Select a Clash Resolution
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 Updated Record (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)

Version:0.2.0

Key:salesforce_rest_api-record-updated-instant

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.

Trigger Code#

import startCase from "lodash/startCase.js";
import common from "../common.mjs";
import constants from "../../common/constants.mjs";
const { salesforce } = common.props;

export default {
  ...common,
  type: "source",
  name: "New Updated Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-updated-instant",
  description: "Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
          filter: ({ updateable }) => updateable,
        }),
      ],
      label: "Fields To Watch",
      type: "string[]",
      optional: true,
      description: "If specified, events will only be emitted if at least one of the selected fields is updated. This filter is only available when a webhook is created successfully.",
    },
  },
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;

      const {
        LastModifiedDate: lastModifiedDate,
        [fieldName]: name,
        Id: id,
      } = item;

      const entityType = startCase(objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      return {
        id: `${id}-${ts}`,
        summary,
        ts,
      };
    },
    getEventType() {
      return "updated";
    },
    isEventRelevant(changedFields) {
      const { fields } = this;
      return fields?.length
        ? Object.keys(changedFields).some((key) => fields.includes(key))
        : true;
    },
    getChangedFields(body) {
      return Object.entries(body.New).filter(([
        key,
        value,
      ]) => {
        const oldValue = body.Old[key];
        return (
          value !== undefined
          && oldValue !== undefined
          && JSON.stringify(value) !== JSON.stringify(oldValue)
        );
      })
        .reduce((obj, [
          key,
          value,
        ]) => {
          obj[key] = {
            old: body.Old[key],
            new: value,
          };
          return obj;
        }, {});
    },
    processWebhookEvent(event) {
      const { body } = event;
      const changedFields = this.getChangedFields(body);
      if (this.isEventRelevant(changedFields)) {
        const meta = this.generateWebhookMeta(event);
        this.$emit({
          ...body,
          changedFields,
        }, meta);
      }
    },
    async processTimerEvent(eventData) {
      const {
        getNameField,
        getObjectTypeColumns,
        paginate,
        objectType,
        setLatestDateCovered,
        generateTimerMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

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

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
        dateFieldName: constants.FIELD_NAME.LAST_MODIFIED_DATE,
      });

      const [
        latestEvent,
      ] = events;

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

      Array.from(events)
        .reverse()
        .forEach((item) => {
          const meta = generateTimerMeta(item, fieldName);
          emit(item, meta);
        });
    },
    async timerActivateHook() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

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

      setObjectTypeColumns(columns);
    },
  },
};

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	`salesforce`	`app`	This component uses the Salesforce app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.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.
	`timer`	`$.interface.timer`	The timer is only used as a fallback if instant event delivery (webhook) is not available.
Object Type	`objectType`	`string`	Select a value from the drop down menu.
Fields To Watch	`fields`	`string[]`	Select a value from the drop down menu.

Trigger 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

Action#

Create Booking on Resource Guru

Description:Create a new booking for an account. [See the documentation](https://resourceguruapp.com/docs/api#tag/booking/paths/~1v1~1%7Baccount%7D~1bookings/post)

Version:0.0.1

Key:resource_guru-create-booking

View on GitHub

Resource Guru Overview#

The Resource Guru API lets you manage resources, bookings, and clients programmatically, which is key for automating scheduling and project management tasks. Within Pipedream, you can leverage this API to create workflows that trigger on various events, such as new bookings or changed availability, and perform actions like updating calendars, syncing with project management tools, or even sending notifications to team members.

Action Code#

import {
  convertTime, parseObject,
} from "../../common/utils.mjs";
import resourceGuru from "../../resource_guru.app.mjs";

export default {
  key: "resource_guru-create-booking",
  name: "Create Booking",
  version: "0.0.1",
  description: "Create a new booking for an account. [See the documentation](https://resourceguruapp.com/docs/api#tag/booking/paths/~1v1~1%7Baccount%7D~1bookings/post)",
  type: "action",
  props: {
    resourceGuru,
    resourceIds: {
      propDefinition: [
        resourceGuru,
        "resourceIds",
      ],
    },
    startDate: {
      propDefinition: [
        resourceGuru,
        "startDate",
      ],
    },
    endDate: {
      propDefinition: [
        resourceGuru,
        "endDate",
      ],
    },
    duration: {
      propDefinition: [
        resourceGuru,
        "duration",
      ],
    },
    startTime: {
      propDefinition: [
        resourceGuru,
        "startTime",
      ],
      optional: true,
    },
    details: {
      propDefinition: [
        resourceGuru,
        "details",
      ],
      optional: true,
    },
    bookerId: {
      propDefinition: [
        resourceGuru,
        "bookerId",
      ],
      optional: true,
    },
    billable: {
      propDefinition: [
        resourceGuru,
        "billable",
      ],
      optional: true,
    },
    projectId: {
      propDefinition: [
        resourceGuru,
        "projectId",
      ],
      optional: true,
    },
    clientId: {
      propDefinition: [
        resourceGuru,
        "clientId",
      ],
      optional: true,
    },
    rrule: {
      propDefinition: [
        resourceGuru,
        "rrule",
      ],
      optional: true,
    },
    timezone: {
      propDefinition: [
        resourceGuru,
        "timezone",
      ],
      optional: true,
    },
    tentative: {
      propDefinition: [
        resourceGuru,
        "tentative",
      ],
      optional: true,
    },
    clashResolution: {
      propDefinition: [
        resourceGuru,
        "clashResolution",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      resourceGuru,
      resourceIds,
      startDate,
      endDate,
      startTime,
      bookerId,
      projectId,
      rrule,
      clientId,
      clashResolution,
      ...data
    } = this;

    const response = await resourceGuru.createBooking({
      $,
      data: {
        ...data,
        resource_ids: resourceIds,
        start_date: startDate,
        end_date: endDate,
        start_time: convertTime(startTime),
        booker_id: bookerId,
        project_id: projectId,
        client_id: clientId,
        clash_resolution: clashResolution,
        rrule: parseObject(rrule),
      },
    });

    $.export("$summary", `A new booking with Id: ${response.id} was successfully created!`);
    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
Resource Guru	`resourceGuru`	`app`	This component uses the Resource Guru app.
Resource Ids	`resourceIds`	`string[]`	Select a value from the drop down menu.
Start Date	`startDate`	`string`	First date of the booking in `YYYY-MM-DD` format, for example `2023-12-20`
End Date	`endDate`	`string`	Last date of the booking in `YYYY-MM-DD` format, for example `2023-12-20`
Duration	`duration`	`integer`	The length of each booking in minutes.
Start Time	`startTime`	`string`	The time the booking starts. `Format HH:MM`
Details	`details`	`string`	Extra details for the booking.
Booker Id	`bookerId`	`integer`	Select a value from the drop down menu.
Billable	`billable`	`boolean`	Indicates whether this booking is billable or non-billable. If null, it defaults to the assigned project's billable setting, or false if no project is assigned.
Project Id	`projectId`	`integer`	Select a value from the drop down menu.
Client Id	`clientId`	`integer`	Select a value from the drop down menu.
Recurrence Rule	`rrule`	`string`	A recurrence rule defines a rule or repeating pattern for recurring events in JSON string. For example, `{"weekly": {"interval": 1, "weekday": 6, "ends": {"type": "count", "count": 1}}}`. See API documentation for more information.
Timezone	`timezone`	`string`	Select a value from the drop down menu:`American SamoaInternational Date Line WestMidway IslandHawaiiAlaskaPacific Time (US & Canada)TijuanaArizonaChihuahuaMazatlanMountain Time (US & Canada)Central AmericaCentral Time (US & Canada)GuadalajaraMexico CityMonterreySaskatchewanBogotaEastern Time (US & Canada)Indiana (East)LimaQuitoCaracasAtlantic Time (Canada)GeorgetownLa PazSantiagoNewfoundlandBrasiliaBuenos AiresGreenlandMid-AtlanticAzoresCape Verde Is.CasablancaDublinEdinburghLisbonLondonMonroviaUTCAmsterdamBelgradeBerlinBernBratislavaBrusselsBudapestCopenhagenLjubljanaMadridParisPragueRomeSarajevoSkopjeStockholmViennaWarsawWest Central AfricaZagrebAthensBucharestCairoHarareHelsinkiIstanbulJerusalemKyivPretoriaRigaSofiaTallinnVilniusBaghdadKuwaitMinskNairobiRiyadhTehranAbu DhabiBakuMoscowMuscatSt. PetersburgTbilisiVolgogradYerevanKabulIslamabadKarachiTashkentChennaiKolkataMumbaiNew DelhiSri JayawardenepuraKathmanduAlmatyAstanaDhakaEkaterinburgRangoonBangkokHanoiJakartaNovosibirskBeijingChongqingHong KongKrasnoyarskKuala LumpurPerthSingaporeTaipeiUlaan BataarUrumqiIrkutskOsakaSapporoSeoulTokyoAdelaideDarwinBrisbaneCanberraGuamHobartMelbournePort MoresbySydneyYakutskNew CaledoniaVladivostokAucklandFijiKamchatkaMagadanMarshall Is.Solomon Is.WellingtonNuku'alofaSamoaTokelau Is.`
Tentative	`tentative`	`boolean`	When `true` this is a tentative booking. Tentative bookings do not take up availability.
Clash Resolution	`clashResolution`	`string`	Select a value from the drop down menu:`{ "label": "Add To Waiting List", "value": "add_to_waiting_list" }{ "label": "Book With Overtime", "value": "book_with_overtime" }{ "label": "Increase Availability", "value": "increase_availability" }`

Action Authentication#

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

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

About Resource Guru#

Blissfully simple resource management software.

More Ways to Connect Resource Guru + Salesforce#

Other Popular Integrations#

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Create Booking with Resource Guru API on New Updated Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Resource Guru, Salesforce 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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