Create Candidate with Recruit CRM API on New Record (Instant, of Selectable Type) from Salesforce API

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

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Create Candidate with the Recruit CRM API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Recruit CRM 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 (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 Obtain
Configure the Create Candidate action
1. Connect your Recruit CRM account
2. Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Email
5. Optional- Select a Contact Number
6. Optional- Configure Avatar
7. Optional- Select a Gender ID
8. Optional- Configure Specialization
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 (Instant, of Selectable Type) on Salesforce

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

Version:0.2.0

Key:salesforce_rest_api-new-record-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";

export default {
  ...common,
  type: "source",
  name: "New Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-new-record-instant",
  description: "Emit new event when a record of the selected object type is created. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fieldsToObtain: {
      propDefinition: [
        common.props.salesforce,
        "fieldsToObtain",
        (c) => ({
          objType: c.objectType,
        }),
      ],
      optional: true,
      description: "Select the field(s) to be retrieved for the records. Only applicable if the source is running on a timer. If running on a webhook, or if not specified, all fields will be retrieved.",
    },
  },
  hooks: {
    ...common.hooks,
    async deploy() {
      const objectType = this.objectType;
      const nameField = await this.salesforce.getNameFieldForObjectType(objectType);
      this.setNameField(nameField);

      // emit historical events
      const { recentItems } = await this.salesforce.listSObjectTypeIds(objectType);
      const ids = recentItems.map((item) => item.Id);
      for (const id of ids.slice(-25)) {
        const object = await this.salesforce.getSObject(objectType, id);
        const event = {
          body: {
            "New": object,
            "UserId": id,
          },
        };
        this.processWebhookEvent(event);
      }
    },
  },
  methods: {
    ...common.methods,
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;
      const {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        CreatedDate: createdDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType).toLowerCase();
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "new";
    },
    async processTimerEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateTimerMeta,
        $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 = generateTimerMeta(item, fieldName);
          emit(item, meta);
        });
    },
    async timerActivateHook() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      let columns = this.fieldsToObtain;
      if (!columns?.length) {
        const { fields } = await getObjectTypeDescription(objectType);
        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 Obtain	`fieldsToObtain`	`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 Candidate on Recruit CRM

Description:Creates a new candidate. [See the documentation](https://docs.recruitcrm.io/docs/rcrm-api-reference/ba451e2a3bd63-creates-a-new-candidate)

Version:0.0.1

Key:recruit_crm-create-candidate

View on GitHub

Recruit CRM Overview#

The Recruit CRM API provides a suite of functions to automate and streamline recruitment processes. It allows you to integrate your recruitment workflow with other services, create custom applications, or even build bots. With Pipedream, you can connect the Recruit CRM API to a vast array of other apps and services to automate actions like updating candidate records, syncing with HR systems, or triggering notifications based on recruitment activities.

Action Code#

import app from "../../recruit_crm.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "recruit_crm-create-candidate",
  name: "Create Candidate",
  description: "Creates a new candidate. [See the documentation](https://docs.recruitcrm.io/docs/rcrm-api-reference/ba451e2a3bd63-creates-a-new-candidate)",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the candidate",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the candidate",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the candidate",
      optional: true,
    },
    contactNumber: {
      label: "Contact Number",
      description: "The contact number of the candidate",
      propDefinition: [
        app,
        "contactId",
        () => ({
          mapper: ({
            contact_number: value, first_name: label,
          }) => ({
            label,
            value,
          }),
        }),
      ],
    },
    avatar: {
      type: "string",
      label: "Avatar",
      description: "The avatar URL of the candidate",
      optional: true,
    },
    genderId: {
      type: "integer",
      label: "Gender ID",
      description: "Gender ID of the candidate",
      optional: true,
      options: Object.values(constants.GENDER),
    },
    specialization: {
      type: "string",
      label: "Specialization",
      description: "Candidate's Sepcialisation. Example: `Computer Science`",
      optional: true,
    },
  },
  methods: {
    createCandidate(args = {}) {
      return this.app.post({
        path: "/candidates",
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      // eslint-disable-next-line no-unused-vars
      app,
      createCandidate,
      ...data
    } = this;

    const response = await createCandidate({
      step,
      data,
    });

    step.export("$summary", `Successfully created candidate with ID \`${response.id}\``);

    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
Recruit CRM	`app`	`app`	This component uses the Recruit CRM app.
First Name	`firstName`	`string`	The first name of the candidate
Last Name	`lastName`	`string`	The last name of the candidate
Email	`email`	`string`	The email of the candidate
Contact Number	`contactNumber`	`string`	Select a value from the drop down menu.
Avatar	`avatar`	`string`	The avatar URL of the candidate
Gender ID	`genderId`	`integer`	Select a value from the drop down menu:`{ "label": "Male", "value": 1 }{ "label": "Female", "value": 2 }`
Specialization	`specialization`	`string`	Candidate's Sepcialisation. Example: `Computer Science`

Action Authentication#

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

To retrieve your API Token,

Navigate to your Recruit CRM account and sign in
Go to “Admin Settings” > “API & Integrations”

About Recruit CRM#

Trusted by Recruitment Agencies in 100+ countries. Recruit CRM builds cloud-based software for the global Recruitment & Staffing industry.

More Ways to Connect Recruit CRM + Salesforce#

Other Popular Integrations#

Create Candidate with Recruit CRM API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Recruit CRM

Create Candidate with Recruit CRM API on New Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Recruit CRM, 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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