← Jira + Salesforce integrations

Create Contact with Salesforce API on New Issue Deleted Event (Instant) from Jira API

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New Issue Deleted Event (Instant) from the Jira API
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Create Contact with the Salesforce API
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Getting Started

This integration creates a workflow with a Jira 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 Issue Deleted Event (Instant) trigger
    1. Connect your Jira account
    2. Select a Cloud ID
    3. Configure JQL Filter
    4. Optional- Configure Override Existing Webhooks
  3. Configure the Create Contact action
    1. Connect your Salesforce account
    2. Configure dateInfo
    3. Optional- Configure Contact Description
    4. Optional- Configure Email
    5. Optional- Configure First Name
    6. Configure Last Name
    7. Optional- Configure Business Phone
    8. Configure docsInfo
    9. Optional- Configure See All Props
  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 an issue is deleted. Note that Jira supports only one webhook, if more sources are needed please use `New Event` source and select multiple events.
Version:0.0.10
Key:jira-issue-deleted

Jira Overview

The Jira API opens up a world of possibilities for automating project management tasks, syncing with other tools, and enhancing data visibility. With Pipedream's integration, you can streamline issue tracking by automatically creating, updating, and searching for issues in Jira, as well as managing projects, sprints, users, and more. This integration not only saves time but also ensures real-time data flow across various platforms, keeping teams in sync and projects on track.

Trigger Code

import common from "../common/common.mjs";

export default {
  key: "jira-issue-deleted",
  name: "New Issue Deleted Event (Instant)",
  description: "Emit new event when an issue is deleted. Note that Jira supports only one webhook, if more sources are needed please use `New Event` source and select multiple events.",
  version: "0.0.10",
  type: "source",
  dedupe: "unique",
  ...common,
  methods: {
    ...common.methods,
    getEvents() {
      return [
        "jira:issue_deleted",
      ];
    },
  },
};

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
JirajiraappThis component uses the Jira app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Cloud IDcloudIdstringSelect a value from the drop down menu.
JQL FilterjqlFilterstring

The JQL filter that specifies which issues the webhook is sent for, only a subset of JQL can be used, e.g. project = P1 See supported JQL filters

Override Existing WebhooksoverrideExistingWebhooksboolean

Override existing webhooks with this new Pipedream source's webhook. Recommend to set this to true if you have an existing Jira webhook that you no longer use and want to override with the new Pipedream source.

Trigger Authentication

Jira uses OAuth authentication. When you connect your Jira account, Pipedream will open a popup window where you can sign into Jira and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Jira API.

Pipedream requests the following authorization scopes when you connect your account:

read:jira-workmanage:jira-projectread:jira-userwrite:jira-workmanage:jira-data-providerread:meoffline_accessread:issue-details:jiraread:board-scope:jira-softwareread:webhook:jirawrite:webhook:jiraread:field:jiraread:project:jiradelete:webhook:jirawrite:board-scope:jira-softwareread:board-scope.admin:jira-softwareread:sprint:jira-softwarewrite:sprint:jira-softwareread:field.option:jirawrite:field.option:jiraread:custom-field-contextual-configuration:jira write:custom-field-contextual-configuration:jiramanage:jira-configurationread:jql:jira

About Jira

Jira is the #1 agile project management tool used by teams to plan, track, release, and support great software with confidence

Action

Description:Creates a contact. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contact.htm)
Version:0.3.0
Key:salesforce_rest_api-create-contact

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, { getProps } from "../common/base-create-update.mjs";
import contact from "../../common/sobjects/contact.mjs";

export const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_contact.htm";

export default {
  ...common,
  key: "salesforce_rest_api-create-contact",
  name: "Create Contact",
  description: `Creates a contact. [See the documentation](${docsLink})`,
  version: "0.3.0",
  type: "action",
  methods: {
    ...common.methods,
    getObjectType() {
      return "Contact";
    },
    getAdvancedProps() {
      return contact.extraProps;
    },
  },
  props: getProps({
    objType: contact,
    docsLink,
    showDateInfo: true,
  }),
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      getAdvancedProps,
      getObjectType,
      getAdditionalFields,
      formatDateTimeProps,
      useAdvancedProps,
      docsInfo,
      dateInfo,
      additionalFields,
      Birthdate,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */
    const response = await salesforce.createRecord("Contact", {
      $,
      data: {
        ...data,
        ...formatDateTimeProps({
          Birthdate,
        }),
        ...getAdditionalFields(),
      },
    });
    $.export("$summary", `Successfully created contact "${this.LastName}"`);
    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.
Contact DescriptionDescriptionstring

A description of the contact, up to 32 KB.

EmailEmailstring

The contact's email address.

First NameFirstNamestring

The contact's first name, up to 40 characters.

Last NameLastNamestring

The contact's last name, up to 80 characters.

Business PhonePhonestring

Phone number for the contact.

See All PropsuseAdvancedPropsboolean

Set to true to see all available props for this object.

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

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