← Salesforce (REST API) + Hyros integrations

Create Call with Hyros API on New Deleted Record (of Selectable Type) from Salesforce (REST API) API

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Trigger workflow on
New Deleted Record (of Selectable Type) from the Salesforce (REST API) API
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Create Call with the Hyros API
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Getting Started

This integration creates a workflow with a Salesforce (REST API) trigger and Hyros 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 Deleted Record (of Selectable Type) trigger
    1. Connect your Salesforce (REST API) account
    2. Configure timer
    3. Select a Object Type
  3. Configure the Create Call action
    1. Connect your Hyros account
    2. Configure Name
    3. Optional- Configure Email
    4. Optional- Configure First Name
    5. Optional- Configure Last Name
    6. Optional- Configure Lead IPs
    7. Optional- Configure Phone Numbers
    8. Optional- Configure Id
    9. Optional- Configure Date
    10. Optional- Configure Qualified
  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 (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. [See the docs](https://sforce.co/3msDDEE) for more information.
Version:0.0.4
Key:salesforce_rest_api-record-deleted

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 Deleted Record (of Selectable Type)",
  key: "salesforce_rest_api-record-deleted",
  description: "Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. [See the docs](https://sforce.co/3msDDEE) for more information.",
  version: "0.0.4",
  methods: {
    ...common.methods,
    generateMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(eventData) {
      const {
        startTimestamp,
        endTimestamp,
      } = eventData;
      const {
        deletedRecords,
        latestDateCovered,
      } = await this.salesforce.getDeletedForObjectType(
        this.objectType,
        startTimestamp,
        endTimestamp,
      );
      this.setLatestDateCovered(latestDateCovered);

      // When a record is deleted, the `getDeleted` API only shows the ID of the
      // deleted item and the date in which it was deleted.
      deletedRecords.forEach((item) => {
        const meta = this.generateMeta(item);
        this.$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.
LabelPropTypeDescription
Salesforce (REST API)salesforceappThis component uses the Salesforce (REST API) app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Object TypeobjectTypestringSelect 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

Description:Create a new call. [See the documentation](https://hyros.docs.apiary.io/#reference/0/calls/create)
Version:0.0.1
Key:hyros-create-call

Hyros Overview

The Hyros API offers the ability to track and analyze customer interactions across various marketing channels, aiming to improve ad tracking and ROI. Integrated within Pipedream, it allows for the automation of data collection, real-time analytics, and operational workflows. By leveraging Pipedream's serverless platform, developers can create workflows that respond to events from Hyros, trigger actions based on data insights, or synchronize data with other apps seamlessly.

Action Code

import { ConfigurationError } from "@pipedream/platform";
import hyros from "../../hyros.app.mjs";

export default {
  key: "hyros-create-call",
  name: "Create Call",
  version: "0.0.1",
  description: "Create a new call. [See the documentation](https://hyros.docs.apiary.io/#reference/0/calls/create)",
  type: "action",
  props: {
    hyros,
    name: {
      type: "string",
      label: "Name",
      description: "The name of the call.",
    },
    email: {
      propDefinition: [
        hyros,
        "email",
      ],
      description: "Email associated with the lead that made the call.",
      optional: true,
    },
    firstName: {
      propDefinition: [
        hyros,
        "firstName",
      ],
      description: "First name of the lead that made the call.",
      optional: true,
    },
    lastName: {
      propDefinition: [
        hyros,
        "lastName",
      ],
      description: "Last name of the lead that made the call.",
      optional: true,
    },
    leadIps: {
      propDefinition: [
        hyros,
        "leadIps",
      ],
      description: "IPs of the customer that made the call. Will be used on the Ad attributing process.",
      optional: true,
    },
    phoneNumbers: {
      propDefinition: [
        hyros,
        "phoneNumbers",
      ],
      description: "Phone numbers of the lead that made the call. Will be used on the Ad attributing process.",
      optional: true,
    },
    id: {
      type: "string",
      label: "Id",
      description: "Identifier by which the call will be grouped. A default id will be assigned if it is not included.",
      optional: true,
    },
    date: {
      type: "string",
      label: "Date",
      description: "Date on which the transaction was processed. The date must be written in accordance with [ISO 8601](https://en.wikipedia.org/wiki/ISO_8601). Format: YYYY-MM-DDThh:mm:ss",
      optional: true,
    },
    qualified: {
      type: "boolean",
      label: "Qualified",
      description: "A flag that indicates if the call should be marked as unqualified. If it's not present the call is created as qualified.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      hyros,
      ...data
    } = this;

    let response;
    try {
      response = await hyros.createCall({
        $,
        data,
      });
    } catch ({ response }) {
      throw new ConfigurationError(response.data.message[0]);
    }

    $.export("$summary", `A new call with Id: ${response.request_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
HyroshyrosappThis component uses the Hyros app.
Namenamestring

The name of the call.

Emailemailstring

Email associated with the lead that made the call.

First NamefirstNamestring

First name of the lead that made the call.

Last NamelastNamestring

Last name of the lead that made the call.

Lead IPsleadIpsstring[]

IPs of the customer that made the call. Will be used on the Ad attributing process.

Phone NumbersphoneNumbersstring[]

Phone numbers of the lead that made the call. Will be used on the Ad attributing process.

Ididstring

Identifier by which the call will be grouped. A default id will be assigned if it is not included.

Datedatestring

Date on which the transaction was processed. The date must be written in accordance with ISO 8601. Format: YYYY-MM-DDThh:mm:ss

Qualifiedqualifiedboolean

A flag that indicates if the call should be marked as unqualified. If it's not present the call is created as qualified.

Action Authentication

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

Sign in and copy your API key from your Profile.

About Hyros

Advertising Sales & AI Sales Attribution

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