Create Charge with Shift4 API on New Updated Record (Instant, of Selectable Type) from Salesforce API

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

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Create Charge with the Shift4 API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Shift4 action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Updated 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 Watch
Configure the Create Charge action
1. Connect your Shift4 account
2. Optional- Select a Customer ID
3. Configure Amount
4. Configure Currency
5. Optional- Select a Type
6. Optional- Configure Description
7. Optional- Configure Card
8. Optional- Configure Payment Method
9. Optional- Configure Flow
10. Optional- Configure Captured
11. Optional- Configure Shipping
12. Optional- Configure Billing
13. Optional- Configure 3D Secure
14. Optional- Configure Metadata
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 Updated Record (Instant, of Selectable Type) on Salesforce

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

Version:0.2.0

Key:salesforce_rest_api-record-updated-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";
import constants from "../../common/constants.mjs";
const { salesforce } = common.props;

export default {
  ...common,
  type: "source",
  name: "New Updated Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-updated-instant",
  description: "Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
          filter: ({ updateable }) => updateable,
        }),
      ],
      label: "Fields To Watch",
      type: "string[]",
      optional: true,
      description: "If specified, events will only be emitted if at least one of the selected fields is updated. This filter is only available when a webhook is created successfully.",
    },
  },
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;

      const {
        LastModifiedDate: lastModifiedDate,
        [fieldName]: name,
        Id: id,
      } = item;

      const entityType = startCase(objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      return {
        id: `${id}-${ts}`,
        summary,
        ts,
      };
    },
    getEventType() {
      return "updated";
    },
    isEventRelevant(changedFields) {
      const { fields } = this;
      return fields?.length
        ? Object.keys(changedFields).some((key) => fields.includes(key))
        : true;
    },
    getChangedFields(body) {
      return Object.entries(body.New).filter(([
        key,
        value,
      ]) => {
        const oldValue = body.Old[key];
        return (
          value !== undefined
          && oldValue !== undefined
          && JSON.stringify(value) !== JSON.stringify(oldValue)
        );
      })
        .reduce((obj, [
          key,
          value,
        ]) => {
          obj[key] = {
            old: body.Old[key],
            new: value,
          };
          return obj;
        }, {});
    },
    processWebhookEvent(event) {
      const { body } = event;
      const changedFields = this.getChangedFields(body);
      if (this.isEventRelevant(changedFields)) {
        const meta = this.generateWebhookMeta(event);
        this.$emit({
          ...body,
          changedFields,
        }, meta);
      }
    },
    async processTimerEvent(eventData) {
      const {
        getNameField,
        getObjectTypeColumns,
        paginate,
        objectType,
        setLatestDateCovered,
        generateTimerMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

      const fieldName = getNameField();
      const columns = getObjectTypeColumns();

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
        dateFieldName: constants.FIELD_NAME.LAST_MODIFIED_DATE,
      });

      const [
        latestEvent,
      ] = events;

      if (latestEvent?.LastModifiedDate) {
        const latestDateCovered = new Date(latestEvent.LastModifiedDate);
        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;

      const { fields } = await getObjectTypeDescription(objectType);
      const 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 Watch	`fields`	`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 Charge on Shift4

Description:Creates a new charge object. [See the documentation](https://dev.shift4.com/docs/api#charges-create-a-new-charge)

Version:0.0.1

Key:shift4-create-charge

View on GitHub

Shift4 Overview#

The Shift4 API provides robust payment processing capabilities, enabling secure transactions for various business needs. On Pipedream, you can leverage this API to create automated workflows that respond to events, handle payments, and sync transaction data with other services. By integrating Shift4 with Pipedream, you unlock a realm of possibilities for automating payment operations, analyzing sales data, and improving customer experiences with real-time actions.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import { TYPE_OPTIONS } from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import shift4 from "../../shift4.app.mjs";

export default {
  key: "shift4-create-charge",
  name: "Create Charge",
  description: "Creates a new charge object. [See the documentation](https://dev.shift4.com/docs/api#charges-create-a-new-charge)",
  version: "0.0.1",
  type: "action",
  props: {
    shift4,
    customerId: {
      propDefinition: [
        shift4,
        "customerId",
      ],
      optional: true,
    },
    amount: {
      propDefinition: [
        shift4,
        "amount",
      ],
    },
    currency: {
      propDefinition: [
        shift4,
        "currency",
      ],
    },
    type: {
      type: "string",
      label: "Type",
      description: "The type of the charge.",
      options: TYPE_OPTIONS,
      optional: true,
    },
    description: {
      propDefinition: [
        shift4,
        "description",
      ],
      optional: true,
    },
    card: {
      propDefinition: [
        shift4,
        "card",
      ],
      optional: true,
    },
    paymentMethod: {
      type: "string",
      label: "Payment Method",
      description: "Payment method details or identifier.",
      optional: true,
    },
    flow: {
      type: "object",
      label: "Flow",
      description: "Details specific to the payment method charge.",
      optional: true,
    },
    captured: {
      type: "boolean",
      label: "Captured",
      description: "Whether this charge should be immediately captured.",
      optional: true,
    },
    shipping: {
      type: "object",
      label: "Shipping",
      description: "Shipping details. Sample object: `{name: \"string\", address: {line1: \"string\", line2: \"string\", zip: \"string\", city: \"string\", state: \"string\", country: \"country represented as two-letter ISO country code\"}}`",
      optional: true,
    },
    billing: {
      type: "object",
      label: "Billing",
      description: "Billing details. Sample object: `{name: \"string\", email: \"string\", address: {line1: \"string\", line2: \"string\", zip: \"string\", city: \"string\", state: \"string\", country: \"country represented as two-letter ISO country code\"}, vat: \"string\"}`",
      optional: true,
    },
    threeDSecure: {
      type: "object",
      label: "3D Secure",
      description: "3D Secure options.",
      optional: true,
    },
    metadata: {
      propDefinition: [
        shift4,
        "metadata",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.customerId && !this.card && !this.paymentMethod) {
      throw new ConfigurationError("Either **CustomerId**, **Card** or **PaymentMethod** is required!");
    }

    try {
      const response = await this.shift4.createCharge({
        $,
        data: {
          amount: this.amount,
          currency: this.currency,
          type: this.type,
          description: this.description,
          customerId: this.customerId,
          card: this.card && parseObject(this.card),
          paymentMethod: this.paymentMethod && parseObject(this.paymentMethod),
          flow: this.flow && parseObject(this.flow),
          captured: this.captured,
          shipping: this.shipping && parseObject(this.shipping),
          billing: this.billing && parseObject(this.billing),
          threeDSecure: this.threeDSecure && parseObject(this.threeDSecure),
          metadata: this.metadata && parseObject(this.metadata),
        },
      });

      $.export("$summary", `Successfully created charge with Id: ${response.id}`);
      return response;
    } catch ({ message }) {
      throw new ConfigurationError(JSON.parse(message).error.message);
    }
  },
};

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
Shift4	`shift4`	`app`	This component uses the Shift4 app.
Customer ID	`customerId`	`string`	Select a value from the drop down menu.
Amount	`amount`	`integer`	The charge amount in minor units of a given currency. For example, 10€ is represented as '1000'.
Currency	`currency`	`string`	The charge currency represented as a three-letter ISO currency code.
Type	`type`	`string`	Select a value from the drop down menu:`{ "label": "First Recurring", "value": "first_recurring" }{ "label": "Subsequent Recurring", "value": "subsequent_recurring" }{ "label": "Merchant Initiated", "value": "merchant_initiated" }{ "label": "Customer Initiated", "value": "customer_initiated" }`
Description	`description`	`string`	A description for the charge.
Card	`card`	`string`	Card token, card details or card identifier.
Payment Method	`paymentMethod`	`string`	Payment method details or identifier.
Flow	`flow`	`object`	Details specific to the payment method charge.
Captured	`captured`	`boolean`	Whether this charge should be immediately captured.
Shipping	`shipping`	`object`	Shipping details. Sample object: `{name: "string", address: {line1: "string", line2: "string", zip: "string", city: "string", state: "string", country: "country represented as two-letter ISO country code"}}`
Billing	`billing`	`object`	Billing details. Sample object: `{name: "string", email: "string", address: {line1: "string", line2: "string", zip: "string", city: "string", state: "string", country: "country represented as two-letter ISO country code"}, vat: "string"}`
3D Secure	`threeDSecure`	`object`	3D Secure options.
Metadata	`metadata`	`object`	Metadata object.

Action Authentication#

Shift4 uses API keys for authentication. When you connect your Shift4 account, Pipedream securely stores the keys so you can easily authenticate to Shift4 APIs in both code and no-code steps.

To retrieve your API keys,

Navigate to your Shift4 account and sign in
Click the dropdown on the top right
Go to “Account Settings” > “API keys”

About Shift4#

We’re changing the way the world experiences commerce.

More Ways to Connect Shift4 + Salesforce#

Other Popular Integrations#

Create Charge with Shift4 API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Shift4

Create Charge with Shift4 API on New Updated Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Shift4, 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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