← Salesforce + Zoho BugTracker integrations

Create Bug with Zoho BugTracker API on New Updated Record (Instant, of Selectable Type) from Salesforce API

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Trigger workflow on
New Updated Record (Instant, of Selectable Type) from the Salesforce API
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Create Bug with the Zoho BugTracker API
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Getting Started

This integration creates a workflow with a Salesforce trigger and Zoho BugTracker 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 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
  3. Configure the Create Bug action
    1. Connect your Zoho BugTracker account
    2. Select a Portal Id
    3. Select a Project Id
    4. Configure Title
    5. Optional- Configure Description
    6. Optional- Select a Assignee
    7. Optional- Select a Flag
    8. Optional- Select a Classification Id
    9. Optional- Select a Milestone Id
    10. Optional- Configure Due Date
    11. Optional- Select a Module Id
    12. Optional- Select a Severity Id
    13. Optional- Select a Reproducible Id
    14. Optional- Select a Affected Milestone Id
    15. Optional- Select a Bug Followers
    16. Optional- Configure Upload Doc
  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 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

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.
LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
timer$.interface.timer

The timer is only used as a fallback if instant event delivery (webhook) is not available.

Object TypeobjectTypestringSelect a value from the drop down menu.
Fields To Watchfieldsstring[]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

Description:Create a new bug [See the documentation](https://www.zoho.com/projects/help/rest-api/bugtracker-bugs-api.html#alink3)
Version:0.0.1
Key:zoho_bugtracker-create-bug

Zoho BugTracker Overview

The Zoho BugTracker API allows you to interact programmatically with Zoho BugTracker, a tool designed for tracking and fixing bugs in your software projects. With this API, you can create, read, update, and delete information related to bugs, projects, users, and more. On Pipedream, you can harness this API to automate workflows, sync data across apps, and optimize bug management processes. Whether it's triggering actions based on bug updates or collating bug reports for analysis, Pipedream’s serverless platform simplifies integrating Zoho BugTracker with hundreds of other apps for seamless automation.

Action Code

import FormData from "form-data";
import fs from "fs";
import {
  clearObj, getUploadContentType,
} from "../../common/utils.mjs";
import zohoBugtracker from "../../zoho_bugtracker.app.mjs";

export default {
  key: "zoho_bugtracker-create-bug",
  name: "Create Bug",
  version: "0.0.1",
  description: "Create a new bug [See the documentation](https://www.zoho.com/projects/help/rest-api/bugtracker-bugs-api.html#alink3)",
  type: "action",
  props: {
    zohoBugtracker,
    portalId: {
      propDefinition: [
        zohoBugtracker,
        "portalId",
      ],
    },
    projectId: {
      propDefinition: [
        zohoBugtracker,
        "projectId",
        ({ portalId }) => ({
          portalId,
        }),
      ],
    },
    title: {
      propDefinition: [
        zohoBugtracker,
        "title",
      ],
    },
    description: {
      propDefinition: [
        zohoBugtracker,
        "description",
      ],
      optional: true,
    },
    assignee: {
      propDefinition: [
        zohoBugtracker,
        "assignee",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      optional: true,
    },
    flag: {
      propDefinition: [
        zohoBugtracker,
        "flag",
      ],
      optional: true,
    },
    classificationId: {
      propDefinition: [
        zohoBugtracker,
        "classificationId",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      optional: true,
    },
    milestoneId: {
      propDefinition: [
        zohoBugtracker,
        "milestoneId",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      optional: true,
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Due date of the bug. **Format MM-DD-YYYY**",
      optional: true,
    },
    moduleId: {
      propDefinition: [
        zohoBugtracker,
        "moduleId",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      optional: true,
    },
    severityId: {
      propDefinition: [
        zohoBugtracker,
        "severityId",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      optional: true,
    },
    reproducibleId: {
      propDefinition: [
        zohoBugtracker,
        "reproducibleId",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      optional: true,
    },
    affectedMileId: {
      propDefinition: [
        zohoBugtracker,
        "milestoneId",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      label: "Affected Milestone Id",
      optional: true,
    },
    bugFollowers: {
      propDefinition: [
        zohoBugtracker,
        "bugFollowers",
        ({
          portalId, projectId,
        }) => ({
          portalId,
          projectId,
        }),
      ],
      optional: true,
    },
    uploaddoc: {
      propDefinition: [
        zohoBugtracker,
        "uploaddoc",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      zohoBugtracker,
      portalId,
      projectId,
      milestoneId,
      dueDate,
      affectedMileId,
      bugFollowers,
      classificationId,
      moduleId,
      severityId,
      reproducibleId,
      uploaddoc,
      ...data
    } = this;

    const formData = new FormData();
    const preData = clearObj({
      ...data,
      classification_id: classificationId,
      milestone_id: milestoneId,
      due_date: dueDate,
      module_id: moduleId,
      severity_id: severityId,
      reproducible_id: reproducibleId,
      affectedMile_id: affectedMileId,
      bug_followers: bugFollowers,
    });

    for (const [
      key,
      value,
    ] of Object.entries(preData)) {
      formData.append(key, value);
    }

    if (uploaddoc) {

      const file = fs.createReadStream(uploaddoc);
      const filename = uploaddoc.split("/").pop();

      formData.append("uploaddoc", file, {
        header: [
          `Content-Disposition: form-data; name="uploaddoc"; filename="${filename}"`,
          `Content-Type: ${getUploadContentType(filename)}`,
        ],
      });
    }

    const response = await zohoBugtracker.createBug({
      $,
      portalId,
      projectId,
      data: formData,
      headers: {
        "Content-Type": `multipart/form-data; boundary=${formData._boundary}`,
      },
    });

    $.export("$summary", `A new bug with Id: ${response.bugs[0].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.

LabelPropTypeDescription
Zoho BugTrackerzohoBugtrackerappThis component uses the Zoho BugTracker app.
Portal IdportalIdstringSelect a value from the drop down menu.
Project IdprojectIdstringSelect a value from the drop down menu.
Titletitlestring

Name of the bug

Descriptiondescriptionstring

Description of the bug.

AssigneeassigneestringSelect a value from the drop down menu.
FlagflagstringSelect a value from the drop down menu:InternalExternal
Classification IdclassificationIdstringSelect a value from the drop down menu.
Milestone IdmilestoneIdstringSelect a value from the drop down menu.
Due DatedueDatestring

Due date of the bug. Format MM-DD-YYYY

Module IdmoduleIdstringSelect a value from the drop down menu.
Severity IdseverityIdstringSelect a value from the drop down menu.
Reproducible IdreproducibleIdstringSelect a value from the drop down menu.
Affected Milestone IdaffectedMileIdstringSelect a value from the drop down menu.
Bug FollowersbugFollowersstringSelect a value from the drop down menu.
Upload Docuploaddocstring

Please configure Zoho Drive integration to enable attachment for your Zoho BugTracker. The maximum size to upload a file is 128 MB. The path to the image file saved to the /tmp directory (e.g. /tmp/image.png). see docs here.

Action Authentication

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

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

ZohoBugTracker.bugs.READZohoBugTracker.bugs.CREATEZohoBugTracker.bugs.UPDATEZohoBugTracker.projects.READZohoBugTracker.users.READZohoBugTracker.portals.READZohoProjects.portals.READZohoBugTracker.milestones.READ

About Zoho BugTracker

Zoho BugTracker is an online bug tracker and issue tracking software that helps you to track and fix bugs quickly.

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