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

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

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Create Contact with the Connectwise PSA API

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Getting Started#

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

Select this integration
Configure the New 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 Obtain
Configure the Create Contact action
1. Connect your Connectwise PSA account
2. Configure First Name
3. Configure Last Name
4. Optional- Configure Email
5. Select one or more Types
6. Optional- Select a Company
7. Optional- Select a Relationship
8. Optional- Select a Department
9. Optional- Configure Phone
10. Optional- Configure Address Line 1
11. Optional- Configure Address Line 2
12. Optional- Configure City
13. Optional- Configure State
14. Optional- Configure Zip
15. Optional- Select a Country
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 Record (Instant, of Selectable Type) on Salesforce

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

Version:0.2.0

Key:salesforce_rest_api-new-record-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";

export default {
  ...common,
  type: "source",
  name: "New Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-new-record-instant",
  description: "Emit new event when a record of the selected object type is created. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fieldsToObtain: {
      propDefinition: [
        common.props.salesforce,
        "fieldsToObtain",
        (c) => ({
          objType: c.objectType,
        }),
      ],
      optional: true,
      description: "Select the field(s) to be retrieved for the records. Only applicable if the source is running on a timer. If running on a webhook, or if not specified, all fields will be retrieved.",
    },
  },
  hooks: {
    ...common.hooks,
    async deploy() {
      const objectType = this.objectType;
      const nameField = await this.salesforce.getNameFieldForObjectType(objectType);
      this.setNameField(nameField);

      // emit historical events
      const { recentItems } = await this.salesforce.listSObjectTypeIds(objectType);
      const ids = recentItems.map((item) => item.Id);
      for (const id of ids.slice(-25)) {
        const object = await this.salesforce.getSObject(objectType, id);
        const event = {
          body: {
            "New": object,
            "UserId": id,
          },
        };
        this.processWebhookEvent(event);
      }
    },
  },
  methods: {
    ...common.methods,
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;
      const {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        CreatedDate: createdDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType).toLowerCase();
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "new";
    },
    async processTimerEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateTimerMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

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

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
      });

      const [
        latestEvent,
      ] = events;

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

      let columns = this.fieldsToObtain;
      if (!columns?.length) {
        const { fields } = await getObjectTypeDescription(objectType);
        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 Obtain	`fieldsToObtain`	`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 Contact on Connectwise PSA

Description:Creates a new contact in Connectwise. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Contacts/postCompanyContacts)

Version:0.0.1

Key:connectwise_psa-create-contact

View on GitHub

Connectwise PSA Overview#

ConnectWise PSA (Professional Services Automation) API offers a powerful avenue for managing business processes related to technology services. By integrating with ConnectWise PSA via Pipedream, developers can automate complex workflows, synchronize data across various platforms, and enhance operational efficiencies. This API allows for control over modules like service tickets, project management, and account management, essentially streamlining operations and making data management more effective.

Action Code#

import connectwise from "../../connectwise_psa.app.mjs";

export default {
  key: "connectwise_psa-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in Connectwise. [See the documentation](https://developer.connectwise.com/Products/ConnectWise_PSA/REST#/Contacts/postCompanyContacts)",
  version: "0.0.1",
  type: "action",
  props: {
    connectwise,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the contact",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the contact",
      optional: true,
    },
    types: {
      propDefinition: [
        connectwise,
        "contactTypes",
      ],
    },
    company: {
      propDefinition: [
        connectwise,
        "company",
      ],
      optional: true,
    },
    relationship: {
      propDefinition: [
        connectwise,
        "relationship",
      ],
    },
    department: {
      propDefinition: [
        connectwise,
        "department",
      ],
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the contact",
      optional: true,
    },
    address1: {
      type: "string",
      label: "Address Line 1",
      description: "First line of the contact's address",
      optional: true,
    },
    address2: {
      type: "string",
      label: "Address Line 2",
      description: "Second line of the contact's address",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the contact",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "State of the contact",
      optional: true,
    },
    zip: {
      type: "string",
      label: "Zip",
      description: "Zip code of the contact",
      optional: true,
    },
    country: {
      propDefinition: [
        connectwise,
        "country",
      ],
    },
  },
  async run({ $ }) {
    const communicationItems = [];
    if (this.email) {
      communicationItems.push({
        value: this.email,
        type: {
          id: 1, // email
        },
      });
    }
    if (this.phone) {
      communicationItems.push({
        value: this.phone,
        type: {
          id: 2, // phone
        },
      });
    }
    const types = this.types.map((type) => ({
      id: type,
    }));
    const response = await this.connectwise.createContact({
      $,
      data: {
        firstName: this.firstName,
        lastName: this.lastName,
        addressLine1: this.address1,
        addressLine2: this.address2,
        city: this.city,
        state: this.state,
        zip: this.zip,
        country: this.country
          ? {
            id: this.country,
          }
          : undefined,
        communicationItems,
        types,
        company: this.company
          ? {
            id: this.company,
          }
          : undefined,
        relationship: this.relationship
          ? {
            id: this.relationship,
          }
          : undefined,
        department: this.department
          ? {
            id: this.department,
          }
          : undefined,
      },
    });
    $.export("$summary", `Successfully created contact 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
Connectwise PSA	`connectwise`	`app`	This component uses the Connectwise PSA app.
First Name	`firstName`	`string`	First name of the contact
Last Name	`lastName`	`string`	Last name of the contact
Email	`email`	`string`	Email address of the contact
Types	`types`	`integer[]`	Select a value from the drop down menu.
Company	`company`	`integer`	Select a value from the drop down menu.
Relationship	`relationship`	`integer`	Select a value from the drop down menu.
Department	`department`	`integer`	Select a value from the drop down menu.
Phone	`phone`	`string`	Phone number of the contact
Address Line 1	`address1`	`string`	First line of the contact's address
Address Line 2	`address2`	`string`	Second line of the contact's address
City	`city`	`string`	City of the contact
State	`state`	`string`	State of the contact
Zip	`zip`	`string`	Zip code of the contact
Country	`country`	`integer`	Select a value from the drop down menu.

Action Authentication#

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

To retrieve your Public and Private Keys,

Navigate to your Connectwise PSA account and sign in
Click the Member menu on the top right.
Go to “My Account” > “API Keys”
Click "+" to create a new Public and Private Key pair. They will be displayed after you hit "Save" icon.
For an alternative method, see the Developer Guide section "Obtaining your keys" > "API MEMBER Only *Recommended for 3rd parties".

About Connectwise PSA#

Streamline your business from end to end with ConnectWise PSA.

More Ways to Connect Connectwise PSA + Salesforce#

Other Popular Integrations#

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

Pipedream makes it easy to connect APIs for Connectwise PSA, 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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