← Salesforce + Recruit CRM integrations

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

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New Record (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.

  1. Select this integration
  2. Configure the New Record (of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Select a Object Type
  3. 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
  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 created. See [the docs](https://sforce.co/3yPSJZy) for more information.
Version:0.0.6
Key:salesforce_rest_api-new-record

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 (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.
LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce 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 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: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

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.

LabelPropTypeDescription
Recruit CRMappappThis component uses the Recruit CRM app.
First NamefirstNamestring

The first name of the candidate

Last NamelastNamestring

The last name of the candidate

Emailemailstring

The email of the candidate

Contact NumbercontactNumberstringSelect a value from the drop down menu.
Avataravatarstring

The avatar URL of the candidate

Gender IDgenderIdintegerSelect a value from the drop down menu:{ "label": "Male", "value": 1 }{ "label": "Female", "value": 2 }
Specializationspecializationstring

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.

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