Create Client with Moxie API on New Deleted Record (of Selectable Type) from Salesforce API

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

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Create Client with the Moxie API

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Getting Started#

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

Select this integration
Configure the New Deleted Record (of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
Configure the Create Client action
1. Connect your Moxie account
2. Configure Name
3. Select a Type
4. Select a Currency
5. Optional- Configure First Name
6. Optional- Configure Last Name
7. Optional- Configure Email
8. Optional- Configure Phone
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 Deleted Record (of Selectable Type) on Salesforce

Description: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](https://sforce.co/3msDDEE) for more information.

Version:0.0.4

Key:salesforce_rest_api-record-deleted

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 Deleted Record (of Selectable Type)",
  key: "salesforce_rest_api-record-deleted",
  description: "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](https://sforce.co/3msDDEE) for more information.",
  version: "0.0.4",
  methods: {
    ...common.methods,
    generateMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(eventData) {
      const {
        startTimestamp,
        endTimestamp,
      } = eventData;
      const {
        deletedRecords,
        latestDateCovered,
      } = await this.salesforce.getDeletedForObjectType(
        this.objectType,
        startTimestamp,
        endTimestamp,
      );
      this.setLatestDateCovered(latestDateCovered);

      // When a record is deleted, the `getDeleted` API only shows the ID of the
      // deleted item and the date in which it was deleted.
      deletedRecords.forEach((item) => {
        const meta = this.generateMeta(item);
        this.$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.

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.
	`timer`	`$.interface.timer`
Object Type	`objectType`	`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 Client on Moxie

Description:Create a new client. [See the documentation](https://help.withmoxie.com/en/articles/8160175-create-client)

Version:0.0.1

Key:moxie-create-client

View on GitHub

Moxie Overview#

The Moxie API provides tools to facilitate customer engagement through chat and messaging services. With this API, you can integrate real-time chat capabilities, manage conversations, and leverage customer data to provide personalized support. On Pipedream, you can use the Moxie API to create automated workflows that respond to events in Moxie, such as new messages or chat engagements, and connect them with other services to enhance customer support, automate responses, and streamline communication processes.

Action Code#

import moxie from "../../moxie.app.mjs";
import currency from "currency-codes/data.js";

export default {
  key: "moxie-create-client",
  name: "Create Client",
  version: "0.0.1",
  description: "Create a new client. [See the documentation](https://help.withmoxie.com/en/articles/8160175-create-client)",
  type: "action",
  props: {
    moxie,
    name: {
      type: "string",
      label: "Name",
      description: "The name of the client",
    },
    clientType: {
      type: "string",
      label: "Type",
      description: "The type of client",
      options: [
        "Client",
        "Prospect",
      ],
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "Valid [ISO 4217](https://en.wikipedia.org/wiki/ISO_4217) currency code",
      default: "USD",
      async options() {
        return currency.map(({
          code: value, currency: label,
        }) => ({
          value,
          label,
        }));
      },
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the client's primary contact",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the client's primary contact",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the client's primary contact",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the client's primary contact",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      name: this.name,
      clientType: this.clientType,
      currency: this.currency,
      contacts: [
        {
          firstName: this.firstName,
          lastName: this.lastName,
          email: this.email,
          phone: this.phone,
          defaultContact: true,
        },
      ],
    };

    const response = await this.moxie.createClient({
      data,
      $,
    });

    if (response.id) {
      $.export("$summary", `Successfully created client 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
Moxie	`moxie`	`app`	This component uses the Moxie app.
Name	`name`	`string`	The name of the client
Type	`clientType`	`string`	Select a value from the drop down menu:`ClientProspect`
Currency	`currency`	`string`	Select a value from the drop down menu.
First Name	`firstName`	`string`	First name of the client's primary contact
Last Name	`lastName`	`string`	Last name of the client's primary contact
Email	`email`	`string`	Email address of the client's primary contact
Phone	`phone`	`string`	Phone number of the client's primary contact

Action Authentication#

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

To retrieve your API Key and Base URL,

Navigate to your Moxie account and sign in
Pull up the “Workspace settings” menu on the bottom left
Go to “Connected Apps” > “Integrations” > "Enable custom integrations"

About Moxie#

Moxie is a set of stupid-good tools work for you. Features Client management Invoices Project management Time tracking Accounting Collaborators Proposals & more.

More Ways to Connect Moxie + Salesforce#

Other Popular Integrations#

Create Client with Moxie API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Moxie

Create Client with Moxie API on New Deleted Record (of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Moxie, 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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