← WhatsApp Business + Salesforce integrations

Create Case with Salesforce API on New Message Sent from WhatsApp Business API

Pipedream makes it easy to connect APIs for Salesforce, WhatsApp Business and 2,200+ other apps remarkably fast.

Trigger workflow on
New Message Sent from the WhatsApp Business API
Next, do this
Create Case with the Salesforce API
No credit card required
Intro to Pipedream
Watch us build a workflow
Watch us build a workflow
8 min
Watch now ➜

Trusted by 800,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo

Developers Pipedream

Getting Started

This integration creates a workflow with a WhatsApp Business trigger and Salesforce 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 Message Sent trigger
    1. Connect your WhatsApp Business account
  3. Configure the Create Case action
    1. Connect your Salesforce account
    2. Configure Supplied email
    3. Select one or more Field Selector
  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 new message is sent or received. A Webhook subscribed to field "messages" must be set up from the App Dashboard of your [Facebook Developer Account](https://developers.facebook.com/). See [documentation](https://developers.facebook.com/docs/graph-api/webhooks/getting-started#configure-webhooks-product) for more information about Webhook setup.
Version:0.0.4
Key:whatsapp_business-new-message-sent

WhatsApp Business Overview

The WhatsApp Business API on Pipedream is a powerful avenue for automating interactions with customers on WhatsApp. You can send messages, set up automated responses, and manage conversations on a large scale. With Pipedream's serverless platform, you can create workflows that trigger from various events and connect WhatsApp Business with numerous other apps to automate tasks, notify teams, sync data, and more, all without managing infrastructure.

Trigger Code

import whatsapp from "../../whatsapp_business.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "whatsapp_business-new-message-sent",
  name: "New Message Sent",
  description: "Emit new event when a new message is sent or received. A Webhook subscribed to field \"messages\" must be set up from the App Dashboard of your [Facebook Developer Account](https://developers.facebook.com/). See [documentation](https://developers.facebook.com/docs/graph-api/webhooks/getting-started#configure-webhooks-product) for more information about Webhook setup.",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  props: {
    whatsapp,
    db: "$.service.db",
    httpInterface: {
      type: "$.interface.http",
      customResponse: true,
    },
  },
  methods: {
    _getChallengeToken() {
      return this.db.get("challengeToken");
    },
    _setChallengeToken(challengeToken) {
      this.db.set("challengeToken", challengeToken);
    },
  },
  async run(event) {
    const {
      body, query,
    } = event;
    if (query["hub.challenge"]) {
      this._setChallengeToken(query["hub.challenge"]);
    }
    const challengeToken = this._getChallengeToken();

    this.httpInterface.respond({
      status: "200",
      body: challengeToken,
      headers: {
        "content-type": "application/json",
      },
    });

    if (!body) {
      return;
    }

    const entries = body?.entry || [];
    for (const entry of entries) {
      if (entry.changes && entry.changes?.length > 0) {
        const status = entry?.changes[0]?.value?.statuses
          ? entry?.changes[0]?.value?.statuses[0]?.status
          : null;
        if (status && status !== "sent") {
          continue;
        }
      }
      this.$emit(entry, {
        id: Date.now(),
        summary: "New Message Sent",
        ts: Date.now(),
      });
    }
  },
  sampleEmit,
};

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
WhatsApp BusinesswhatsappappThis component uses the WhatsApp Business app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/AhttpInterface$.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.

Trigger Authentication

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

To connect your WhatsApp Business Cloud account to Pipedream, follow the steps below to find your Business Account ID and your Permanent Access Token.

For additional info on setting up a WhatsApp Business account, refer to their getting started docs.

About WhatsApp Business

WhatsApp Business products support businesses from large to small. Engage audiences, accelerate sales and drive better customer support outcomes on the platform with more than 2 billion users around the world.

Action

Description:Creates a Salesforce case, which represents a customer issue or problem. See [Case SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_case.htm) and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)
Version:0.2.7
Key:salesforce_rest_api-create-case

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 from "../common/base.mjs";
import salesforceCase from "../../common/sobjects/case.mjs";
import {
  pickBy, pick,
} from "lodash-es";
import { toSingleLineString } from "../../common/utils.mjs";

const { salesforce } = common.props;

export default {
  ...common,
  key: "salesforce_rest_api-create-case",
  name: "Create Case",
  description: toSingleLineString(`
    Creates a Salesforce case, which represents a customer issue or problem.
    See [Case SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_case.htm)
    and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)
  `),
  version: "0.2.7",
  type: "action",
  props: {
    salesforce,
    SuppliedEmail: {
      type: "string",
      label: "Supplied email",
      description: "The email address that was entered when the case was created. Label is Email.If your organization has an active auto-response rule, SuppliedEmail is required when creating a case via the API. Auto-response rules use the email in the contact specified by ContactId. If no email address is in the contact record, the email specified here is used.",
    },
    selector: {
      propDefinition: [
        salesforce,
        "fieldSelector",
      ],
      description: `${salesforce.propDefinitions.fieldSelector.description} Case`,
      options: () => Object.keys(salesforceCase),
      reloadProps: true,
    },
  },
  additionalProps() {
    return this.additionalProps(this.selector, salesforceCase);
  },
  async run({ $ }) {
    const data = pickBy(pick(this, [
      "SuppliedEmail",
      ...this.selector,
    ]));
    const response = await this.salesforce.createCase({
      $,
      data,
    });
    $.export("$summary", `Successfully created case for ${this.SuppliedEmail}`);
    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
SalesforcesalesforceappThis component uses the Salesforce app.
Supplied emailSuppliedEmailstring

The email address that was entered when the case was created. Label is Email.If your organization has an active auto-response rule, SuppliedEmail is required when creating a case via the API. Auto-response rules use the email in the contact specified by ContactId. If no email address is in the contact record, the email specified here is used.

Field Selectorselectorstring[]Select a value from the drop down menu.

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:

About Salesforce

Web services API for interacting with Salesforce

More Ways to Connect Salesforce + WhatsApp Business

List Message Templates with WhatsApp Business API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API
Salesforce + WhatsApp Business
 
Try it
List Message Templates with WhatsApp Business API on New Object (of Selectable Type) from Salesforce (REST API) API
Salesforce + WhatsApp Business
 
Try it
List Message Templates with WhatsApp Business API on New Outbound Message (Instant) from Salesforce (REST API) API
Salesforce + WhatsApp Business
 
Try it
List Message Templates with WhatsApp Business API on New Deleted Object (Instant, of Selectable Type) from Salesforce (REST API) API
Salesforce + WhatsApp Business
 
Try it
List Message Templates with WhatsApp Business API on New Deleted Object (of Selectable Type) from Salesforce (REST API) API
Salesforce + WhatsApp Business
 
Try it
New Message Sent from the WhatsApp Business API

Emit new event when a new message is sent or received. A Webhook subscribed to field "messages" must be set up from the App Dashboard of your Facebook Developer Account. See documentation for more information about Webhook setup.

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

Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted

 
Try it
New Deleted Record (of Selectable Type) from the Salesforce API

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 for more information.

 
Try it
New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.

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

Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created

 
Try it
List Message Templates with the WhatsApp Business API

Lists message templates. See the docs.

 
Try it
Send Text Message with the WhatsApp Business API

Sends a text message. See the docs.

 
Try it
Send Text Using Template with the WhatsApp Business API

Send a text message using a pre-defined template. Variables can be sent only as text. See the docs.

 
Try it
Send Voice Message with the WhatsApp Business API

Sends a voice message. See the documentation

 
Try it
Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See Event SObject and Create Record

 
Try it

Explore Other Apps

1
-
24
of
2,200+
apps by most popular

HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Premium
Salesforce
Salesforce
Web services API for interacting with Salesforce
Premium
HubSpot
HubSpot
HubSpot's CRM platform contains the marketing, sales, service, operations, and website-building software you need to grow your business.
Premium
Zoho CRM
Zoho CRM
Zoho CRM is an online Sales CRM software that manages your sales, marketing, and support in one CRM platform.
Premium
Stripe
Stripe
Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.
Shopify Developer App
Shopify Developer App
Shopify is a user-friendly e-commerce platform that helps small businesses build an online store and sell online through one streamlined dashboard.
Premium
WooCommerce
WooCommerce
WooCommerce is the open-source ecommerce platform for WordPress.
Premium
Snowflake
Snowflake
A data warehouse built for the cloud
Premium
MongoDB
MongoDB
MongoDB is an open source NoSQL database management program.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Premium
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Premium
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
Premium
ServiceNow
ServiceNow
The smarter way to workflow
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.