Create Case with Salesforce API on New Task (Instant) from awork API

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Trigger workflow on

New Task (Instant) from the awork API

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Create Case with the Salesforce API

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Getting Started#

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

Select this integration
Configure the New Task (Instant) trigger
1. Connect your awork account
Configure the Create Case action
1. Connect your Salesforce account
2. Configure dateInfo
3. Optional- Configure Description
4. Optional- Select a Status
5. Optional- Configure Email
6. Optional- Configure Name
7. Configure docsInfo
8. Optional- Configure See All Props
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 Task (Instant) on awork

Description:Emit new event on each created task.

Version:0.0.2

Key:awork-new-task

View on GitHub

awork Overview#

The awork API allows for automation and integration of project management features within awork, such as tasks, projects, time tracking, and team collaborations. By leveraging the awork API on Pipedream, you can create seamless workflows that connect project activities with other apps and services, streamline processes, and enhance productivity. With Pipedream, you can trigger actions based on specific events in awork or schedule periodic tasks that synchronize data across multiple platforms, all with minimal coding.

Trigger Code#

import common from "../common/common.mjs";

export default {
  ...common,
  name: "New Task (Instant)",
  version: "0.0.2",
  key: "awork-new-task",
  description: "Emit new event on each created task.",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getWebhookEventType() {
      return "task_added";
    },
    async deploy() {
      const tasks = await this.awork.getTasks({
        params: {
          pageSize: 10,
          orderby: "CreatedOn DESC",
        },
      });

      tasks.reverse().forEach(this.emitEvent);
    },
    emitEvent(body) {
      const data = body?.entity ?? body;

      this.$emit(data, {
        id: data.id,
        summary: `New task created with id ${data.id}`,
        ts: Date.parse(data.createdOn),
      });
    },
  },
};

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
awork	`awork`	`app`	This component uses the awork 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.

Trigger Authentication#

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

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

offline_access

About awork#

Your smart digital assistant

Action#

Create Case on Salesforce

Description:Creates a Case, which represents a customer issue or problem. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_case.htm)

Version:0.3.0

Key:salesforce_rest_api-create-case

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.

Action Code#

import common, { getProps } from "../common/base-create-update.mjs";
import caseObj from "../../common/sobjects/case.mjs";

const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_case.htm";

export default {
  ...common,
  key: "salesforce_rest_api-create-case",
  name: "Create Case",
  description: `Creates a Case, which represents a customer issue or problem. [See the documentation](${docsLink})`,
  version: "0.3.0",
  type: "action",
  methods: {
    ...common.methods,
    getObjectType() {
      return "Case";
    },
    getAdvancedProps() {
      return caseObj.extraProps;
    },
  },
  props: getProps({
    objType: caseObj,
    docsLink,
    showDateInfo: true,
  }),
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      getAdvancedProps,
      getObjectType,
      getAdditionalFields,
      formatDateTimeProps,
      useAdvancedProps,
      docsInfo,
      dateInfo,
      additionalFields,
      SlaStartDate,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */
    const response = await salesforce.createRecord("Case", {
      $,
      data: {
        ...data,
        ...formatDateTimeProps({
          SlaStartDate,
        }),
        ...getAdditionalFields(),
      },
    });
    const summary = (this.SuppliedName && ` "${this.SuppliedName}"`) ?? (this.SuppliedEmail && ` with email ${this.SuppliedEmail}`) ?? "";
    $.export("$summary", `Successfully created case${summary}`);
    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
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
Description	`Description`	`string`	A text description of the case. Limit: 32 KB.
Status	`Status`	`string`	Select a value from the drop down menu:`NewWorkingEscalatedClosed`
Email	`SuppliedEmail`	`string`	The email address associated with the case.
Name	`SuppliedName`	`string`	The name of the case.
See All Props	`useAdvancedProps`	`boolean`	Set to true to see all available props for this object.

Action 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:

Create Case with Salesforce API on New Task (Instant) from awork API

Pipedream makes it easy to connect APIs for Salesforce, awork 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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