← Salesforce + Agiliron integrations

Create Contact with Agiliron API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API
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Create Contact with the Agiliron API
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Getting Started

This integration creates a workflow with a Salesforce trigger and Agiliron 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 Deleted Record (Instant, of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Select a Object Type
  3. Configure the Create Contact action
    1. Connect your Agiliron account
    2. Optional- Select a Salutation
    3. Configure Last Name
    4. Optional- Configure First Name
    5. Optional- Configure Office Phone
    6. Optional- Configure Mobile
    7. Optional- Configure Home Phone
    8. Optional- Configure Other Phone
    9. Optional- Configure Fax
    10. Optional- Configure Account Name
    11. Optional- Configure Account ID
    12. Optional- Configure Vendor Name
    13. Optional- Configure Vendor ID
    14. Optional- Select a Contact Type
    15. Optional- Configure Title
    16. Optional- Configure Department
    17. Optional- Configure Email
    18. Optional- Configure Yahoo ID
    19. Optional- Select a Email Opt Out
    20. Optional- Select a Assigned To
    21. Optional- Select a Lead Source
    22. Optional- Configure Birthday
    23. Optional- Configure Mailing Street
    24. Optional- Configure Mailing City
    25. Optional- Configure Mailing State
    26. Optional- Configure Mailing Zip
    27. Optional- Configure Mailing Country
    28. Optional- Configure Other Street
    29. Optional- Configure Other City
    30. Optional- Configure Other State
    31. Optional- Configure Other Zip
    32. Optional- Configure Other Country
    33. Optional- Configure Description
    34. Optional- Configure Custom Fields
  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 record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)
Version:0.1.0
Key:salesforce_rest_api-record-deleted-instant

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 (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-deleted-instant",
  description: "Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)",
  version: "0.1.0",
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { Old: oldObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = oldObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "deleted";
    },
    async processTimerEvent(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.generateTimerMeta(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.
LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
timer$.interface.timer

The timer is only used as a fallback if instant event delivery (webhook) is not available.

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:Generates a new contact within Agiliron. [See the documentation](https://api.agiliron.com/docs/add-contact-1)
Version:0.0.1
Key:agiliron-create-contact

Action Code

import agiliron from "../../agiliron.app.mjs";
import { parseObject } from "../../common/utils.mjs";

export default {
  key: "agiliron-create-contact",
  name: "Create Contact",
  description: "Generates a new contact within Agiliron. [See the documentation](https://api.agiliron.com/docs/add-contact-1)",
  version: "0.0.1",
  type: "action",
  props: {
    agiliron,
    salutation: {
      propDefinition: [
        agiliron,
        "salutation",
      ],
      optional: true,
    },
    lastname: {
      propDefinition: [
        agiliron,
        "lastname",
      ],
      description: "The last name of the contact.",
    },
    firstName: {
      propDefinition: [
        agiliron,
        "firstName",
      ],
      description: "The first name of the contact",
      optional: true,
    },
    officePhone: {
      type: "string",
      label: "Office Phone",
      description: "The office phone number of the contact",
      optional: true,
    },
    mobile: {
      propDefinition: [
        agiliron,
        "mobile",
      ],
      description: "The mobile number of the contact",
      optional: true,
    },
    homePhone: {
      type: "string",
      label: "Home Phone",
      description: "The home phone number of the contact",
      optional: true,
    },
    otherPhone: {
      type: "string",
      label: "Other Phone",
      description: "An additional phone number of the contact",
      optional: true,
    },
    fax: {
      propDefinition: [
        agiliron,
        "fax",
      ],
      description: "The fax number of the contact",
      optional: true,
    },
    accountName: {
      type: "string",
      label: "Account Name",
      description: "The account name of the contact",
      optional: true,
    },
    accountId: {
      type: "string",
      label: "Account ID",
      description: "The account id of the contact",
      optional: true,
    },
    vendorName: {
      type: "string",
      label: "Vendor Name",
      description: "The vendor name of the contact",
      optional: true,
    },
    vendorId: {
      type: "string",
      label: "Vendor ID",
      description: "The vendor id of the contact",
      optional: true,
    },
    contactType: {
      propDefinition: [
        agiliron,
        "contactType",
      ],
      description: "The contact type of the contact",
      optional: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the contact.",
      optional: true,
    },
    department: {
      type: "string",
      label: "Department",
      description: "The department of the contact.",
      optional: true,
    },
    email: {
      propDefinition: [
        agiliron,
        "email",
      ],
      description: "The email address of the contact",
      optional: true,
    },
    yahooId: {
      propDefinition: [
        agiliron,
        "yahooId",
      ],
      description: "The Yahoo ID of the contact",
      optional: true,
    },
    emailOptOut: {
      propDefinition: [
        agiliron,
        "emailOptOut",
      ],
      description: "The email opt-out status of the contact",
      optional: true,
    },
    assignedTo: {
      propDefinition: [
        agiliron,
        "assignedTo",
      ],
      description: "The user to whom the contact is assigned",
      optional: true,
    },
    leadSource: {
      propDefinition: [
        agiliron,
        "leadSource",
      ],
      description: "The lead source of the contact",
      optional: true,
    },
    birthday: {
      type: "string",
      label: "Birthday",
      description: "The birthday of the contact.",
      optional: true,
    },
    mailingStreet: {
      type: "string",
      label: "Mailing Street",
      description: "The mailing street address of the contact",
      optional: true,
    },
    mailingCity: {
      type: "string",
      label: "Mailing City",
      description: "The mailing city of the contact",
      optional: true,
    },
    mailingState: {
      type: "string",
      label: "Mailing State",
      description: "The mailing state of the contact",
      optional: true,
    },
    mailingZip: {
      type: "string",
      label: "Mailing Zip",
      description: "The mailing zip code of the contact",
      optional: true,
    },
    mailingCountry: {
      type: "string",
      label: "Mailing Country",
      description: "The mailing country of the contact",
      optional: true,
    },
    otherStreet: {
      type: "string",
      label: "Other Street",
      description: "The other street address of the contact",
      optional: true,
    },
    otherCity: {
      type: "string",
      label: "Other City",
      description: "The other city of the contact",
      optional: true,
    },
    otherState: {
      type: "string",
      label: "Other State",
      description: "The other state of the contact",
      optional: true,
    },
    otherZip: {
      type: "string",
      label: "Other Zip",
      description: "The other zip code of the contact",
      optional: true,
    },
    otherCountry: {
      type: "string",
      label: "Other Country",
      description: "The other country of the contact",
      optional: true,
    },
    description: {
      propDefinition: [
        agiliron,
        "description",
      ],
      description: "The description of the contact",
      optional: true,
    },
    customFields: {
      propDefinition: [
        agiliron,
        "customFields",
      ],
      description: "An object of custom fields for the contact. **Format: {customFieldName01: \"Value 01\"}**",
      optional: true,
    },
  },
  async run({ $ }) {
    const parsedCustomFields = parseObject(this.customFields);
    const customFields = parsedCustomFields && Object.keys(parsedCustomFields).map((key) => ({
      Name: key,
      value: parsedCustomFields[key],
    }));
    const contact = {
      Salutation: this.salutation,
      LastName: this.lastname,
      FirstName: this.firstName,
      OfficePhone: this.officePhone,
      Mobile: this.mobile,
      HomePhone: this.homePhone,
      OtherPhone: this.otherPhone,
      Fax: this.fax,
      AccountName: this.accountName,
      AccountID: this.accountId,
      VendorName: this.vendorName,
      VendorID: this.vendorId,
      ContactType: this.contactType,
      Title: this.title,
      Department: this.department,
      Email: this.email,
      YahooID: this.yahooId,
      EmailOptOut: this.emailOptOut,
      AssignedTo: this.assignedTo,
      LeadSource: this.leadSource,
      Birthday: this.birthday,
      MailingStreet: this.mailingStreet,
      MailingCity: this.mailingCity,
      MailingState: this.mailingState,
      MailingZip: this.mailingZip,
      MailingCountry: this.mailingCountry,
      OtherStreet: this.otherStreet,
      OtherCity: this.otherCity,
      OtherState: this.otherState,
      OtherZip: this.otherZip,
      OtherCountry: this.otherCountry,
      Description: this.description,
      CustomFields: {
        CustomField: customFields,
      },
    };

    const response = await this.agiliron.addContact({
      $,
      data: {
        "Contacts": {
          "Contact": contact,
        },
      },
    });

    $.export("$summary", `Successfully created contact with Id: ${response?.MCM?.parameters?.results?.message?.success_message?.contact_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
AgilironagilironappThis component uses the Agiliron app.
SalutationsalutationstringSelect a value from the drop down menu:--None--Mr.Ms.Mrs.Dr.Prof.
Last Namelastnamestring

The last name of the contact.

First NamefirstNamestring

The first name of the contact

Office PhoneofficePhonestring

The office phone number of the contact

Mobilemobilestring

The mobile number of the contact

Home PhonehomePhonestring

The home phone number of the contact

Other PhoneotherPhonestring

An additional phone number of the contact

Faxfaxstring

The fax number of the contact

Account NameaccountNamestring

The account name of the contact

Account IDaccountIdstring

The account id of the contact

Vendor NamevendorNamestring

The vendor name of the contact

Vendor IDvendorIdstring

The vendor id of the contact

Contact TypecontactTypestringSelect a value from the drop down menu:--None--AnalystCompetitorCustomerIntegratorInvestorPartnerPressProspectResellerOtherMediaSuppliersCustomers
Titletitlestring

The title of the contact.

Departmentdepartmentstring

The department of the contact.

Emailemailstring

The email address of the contact

Yahoo IDyahooIdstring

The Yahoo ID of the contact

Email Opt OutemailOptOutstringSelect a value from the drop down menu:YesNo
Assigned ToassignedTostringSelect a value from the drop down menu:adminposuser
Lead SourceleadSourcestringSelect a value from the drop down menu:--None--Cold CallExisting CustomerSelf GeneratedEmployeePartnerPublic RelationsDirect MailConferenceTrade ShowWeb SiteWord of mouthOther
Birthdaybirthdaystring

The birthday of the contact.

Mailing StreetmailingStreetstring

The mailing street address of the contact

Mailing CitymailingCitystring

The mailing city of the contact

Mailing StatemailingStatestring

The mailing state of the contact

Mailing ZipmailingZipstring

The mailing zip code of the contact

Mailing CountrymailingCountrystring

The mailing country of the contact

Other StreetotherStreetstring

The other street address of the contact

Other CityotherCitystring

The other city of the contact

Other StateotherStatestring

The other state of the contact

Other ZipotherZipstring

The other zip code of the contact

Other CountryotherCountrystring

The other country of the contact

Descriptiondescriptionstring

The description of the contact

Custom FieldscustomFieldsobject

An object of custom fields for the contact. Format: {customFieldName01: "Value 01"}

Action Authentication

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

About Agiliron

Inventory Management & Multi-Channel Retail POS Software.

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