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← Salesforce + Allocadence integrations

Create Customer Order with Allocadence API on New Updated Field on Record (Instant, of Selectable Type) from Salesforce API

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New Updated Field on Record (Instant, of Selectable Type) from the Salesforce API
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Create Customer Order with the Allocadence API
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Getting Started

This integration creates a workflow with a Salesforce trigger and Allocadence 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 Updated Field on Record (Instant, of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Select a Object Type
    3. Select a Field
    4. Optional- Configure Field Updated to
  3. Configure the Create Customer Order action
    1. Connect your Allocadence account
    2. Optional- Configure Order Number
    3. Optional- Configure Client Id
    4. Optional- Configure Client Name
    5. Optional- Configure Customer Id
    6. Optional- Configure Customer Title
    7. Optional- Configure Customer Name
    8. Optional- Configure Customer Surname
    9. Optional- Configure Customer Email
    10. Optional- Configure Customer Company
    11. Optional- Configure Customer Account Number
    12. Optional- Configure Shipping Address Id
    13. Optional- Configure Shipping Address Code
    14. Optional- Configure Shipping Address Company
    15. Optional- Configure Shipping Address Name
    16. Optional- Configure Shipping Address Line 1
    17. Optional- Configure Shipping Address Line 2
    18. Optional- Configure Shipping Address Line 3
    19. Optional- Configure Shipping Address City
    20. Optional- Configure Shipping Address State
    21. Optional- Configure Shipping Address Zip
    22. Optional- Configure Shipping Address Country Code
    23. Optional- Configure Shipping Address Phone
    24. Optional- Configure Same As Shipping
    25. Optional- Configure Ship From Warehouse Id
    26. Optional- Configure Ship From Warehouse Name
    27. Optional- Configure Ship Via
    28. Optional- Select a Postage Account
    29. Optional- Configure Items
  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

New Updated Field on Record (Instant, of Selectable Type) on Salesforce
Description:Emit new event immediately after a field of your choosing is updated on any record of a specified Salesforce object
Version:0.1.6
Key:salesforce_rest_api-updated-field-on-record-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-instant.mjs";
const { salesforce } = common.props;

export default {
  ...common,
  type: "source",
  name: "New Updated Field on Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-updated-field-on-record-instant",
  description: "Emit new event immediately after a field of your choosing is updated on any record of a specified Salesforce object",
  version: "0.1.6",
  props: {
    ...common.props,
    field: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
        }),
      ],
    },
    fieldUpdatedTo: {
      propDefinition: [
        salesforce,
        "fieldUpdatedTo",
      ],
    },
  },
  methods: {
    ...common.methods,
    isEventRelevant(event) {
      if (!this.fieldUpdatedTo) {
        return true;
      }
      const { New: newObject } = event.body;
      const { [this.field]: newFieldValue } = newObject;
      return !this.fieldUpdatedTo || this.fieldUpdatedTo === newFieldValue;
    },
    generateMeta(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 = `${this.field} on ${entityType}: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    processEvent(event) {
      const { body } = event;
      if (!this.isEventRelevant(event)) {
        return;
      }
      const meta = this.generateMeta(event);
      this.$emit(body, meta);
    },
    getEventType() {
      return "updated";
    },
    getFieldsToCheck() {
      return [
        this.field,
      ];
    },
  },
};

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.
Object TypeobjectTypestringSelect a value from the drop down menu.
FieldfieldstringSelect a value from the drop down menu.
Field Updated tofieldUpdatedTostring

If provided, the trigger will only fire when the updated field is an EXACT MATCH (including spacing and casing) to the value you provide in this field

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 Customer Order on Allocadence
Description:Creates a new customer order. [See the documentation](https://docs.allocadence.com/#tag/customer_order/paths/~1customer-orders/post)
Version:0.0.1
Key:allocadence-create-customer-order

Action Code

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

export default {
  key: "allocadence-create-customer-order",
  name: "Create Customer Order",
  description: "Creates a new customer order. [See the documentation](https://docs.allocadence.com/#tag/customer_order/paths/~1customer-orders/post)",
  version: "0.0.1",
  type: "action",
  props: {
    allocadence,
    orderNumber: {
      type: "string",
      label: "Order Number",
      description: "Order number for the customer order.",
      optional: true,
    },
    clientId: {
      type: "integer",
      label: "Client Id",
      description: "Id of the client that the customer order is for.",
      optional: true,
    },
    clientName: {
      type: "string",
      label: "Client Name",
      description: "Name of the client that the customer order is for. **Ignored if clientId is provided and is nonzero.**",
      optional: true,
    },
    customerId: {
      type: "integer",
      label: "Customer Id",
      description: "Id of the customer. If none is provided, will attempt to find an existing customer based on the other customer fields and shipping address. Other fields not used if id is provided.",
      optional: true,
    },
    title: {
      type: "string",
      label: "Customer Title",
      description: "The title of the customer.",
      optional: true,
    },
    name: {
      type: "string",
      label: "Customer Name",
      description: "A combination of name and surname is required if the customer is new.",
      optional: true,
    },
    surname: {
      type: "string",
      label: "Customer Surname",
      description: "A combination of name and surname is required if the customer is new.",
      optional: true,
    },
    email: {
      type: "string",
      label: "Customer Email",
      description: "The email of the customer.",
      optional: true,
    },
    customerCompany: {
      type: "string",
      label: "Customer Company",
      description: "The company of the customer.",
      optional: true,
    },
    accountNumber: {
      type: "string",
      label: "Customer Account Number",
      description: "Will only match a customer on this field if provided.",
      optional: true,
    },
    shippingAddressId: {
      type: "integer",
      label: "Shipping Address Id",
      description: "Id of the shipping address. **Other Shipping fields will not be used if provided.**",
      optional: true,
    },
    shippingAddressCode: {
      type: "string",
      label: "Shipping Address Code",
      description: "Used to find an existing address. Other fields not used if an address is successfully found.",
      optional: true,
    },
    shippingAddressCompany: {
      type: "string",
      label: "Shipping Address Company",
      description: "The company of the shipping address.",
      optional: true,
    },
    shippingAddressName: {
      type: "string",
      label: "Shipping Address Name",
      description: "The name of the shipping address.",
      optional: true,
    },
    shippingAddressline1: {
      type: "string",
      label: "Shipping Address Line 1",
      description: "The shipping address line 1.",
      optional: true,
    },
    shippingAddressline2: {
      type: "string",
      label: "Shipping Address Line 2",
      description: "The shipping address line 2.",
      optional: true,
    },
    shippingAddressline3: {
      type: "string",
      label: "Shipping Address Line 3",
      description: "The shipping address line 3.",
      optional: true,
    },
    shippingAddressCity: {
      type: "string",
      label: "Shipping Address City",
      description: "The city of the shipping address.",
      optional: true,
    },
    shippingAddressState: {
      type: "string",
      label: "Shipping Address State",
      description: "The state of the shipping address.",
      optional: true,
    },
    shippingAddressZip: {
      type: "string",
      label: "Shipping Address Zip",
      description: "The zip of the shipping address.",
      optional: true,
    },
    shippingAddressCountryCode: {
      type: "string",
      label: "Shipping Address Country Code",
      description: "The country code of the shipping address. [See the ISO 3166 codes](https://www.iban.com/country-codes).",
      optional: true,
    },
    shippingAddressPhone: {
      type: "string",
      label: "Shipping Address Phone",
      description: "The phone of the shipping address.",
      optional: true,
    },
    sameAsShipping: {
      type: "boolean",
      label: "Same As Shipping",
      description: "True if the billing address is the same as the shipping address.",
      reloadProps: true,
      optional: true,
    },
    shipFromWarehouseId: {
      type: "string",
      label: "Ship From Warehouse Id",
      description: "Id of the warehouse the ordered items will be allocated from. If no warehouse parameters are given, then the user's current warehouse will be used.",
      optional: true,
    },
    shipFromWarehouseName: {
      type: "string",
      label: "Ship From Warehouse Name",
      description: "Name of the warehouse the ordered items will be allocated from. Ignored if warehouseId is provided.",
      optional: true,
    },
    shipVia: {
      type: "string",
      label: "Ship Via",
      description: "Code of the carrier or service to use for shipping.",
      optional: true,
    },
    postageAccount: {
      type: "string",
      label: "Postage Account",
      description: "Who to bill for shipping.",
      options: POSTAGE_ACCOUNT_OPTIONS,
      optional: true,
    },
    items: {
      type: "string[]",
      label: "Items",
      description: "An array of objects of ordered items. **Example: {\"itemId\": \"123\", \"sku\": \"SKU123\", \"quantity\": 1}** [See the documentation](https://docs.allocadence.com/#tag/customer_order/paths/~1customer-orders/post) fro further information.",
      optional: true,
    },
  },
  async additionalProps() {
    const props = {};

    if (!this.sameAsShipping) {
      props.billingAddressId = {
        type: "integer",
        label: "Billing Address Id",
        description: "Id of the billing address. **Other Billing fields will not be used if provided.**",
        optional: true,
      };
      props.billingAddressCode = {
        type: "string",
        label: "Billing Address Code",
        description: "Used to find an existing address. Other fields not used if an address is successfully found.",
        optional: true,
      };
      props.billingAddressCompany = {
        type: "string",
        label: "Billing Address Company",
        description: "The company of the billing address.",
        optional: true,
      };
      props.billingAddressName = {
        type: "string",
        label: "Billing Address Name",
        description: "The name of the billing address.",
        optional: true,
      };
      props.billingAddressline1 = {
        type: "string",
        label: "Billing Address Line 1",
        description: "The billing address line 1.",
        optional: true,
      };
      props.billingAddressline2 = {
        type: "string",
        label: "Billing Address Line 2",
        description: "The billing address line 2.",
        optional: true,
      };
      props.billingAddressline3 = {
        type: "string",
        label: "Billing Address Line 3",
        description: "The billing address line 3.",
        optional: true,
      };
      props.billingAddressCity = {
        type: "string",
        label: "Billing Address City",
        description: "The city of the billing address.",
        optional: true,
      };
      props.billingAddressState = {
        type: "string",
        label: "Billing Address State",
        description: "The state of the billing address.",
        optional: true,
      };
      props.billingAddressZip = {
        type: "string",
        label: "Billing Address Zip",
        description: "The zip of the billing address.",
        optional: true,
      };
      props.billingAddressCountryCode = {
        type: "string",
        label: "Billing Address Country Code",
        description: "The country code of the billing address. [See the ISO 3166 codes](https://www.iban.com/country-codes).",
        optional: true,
      };
      props.billingAddressPhone = {
        type: "string",
        label: "Billing Address Phone",
        description: "The phone of the billing address.",
        optional: true,
      };
    }
    return props;
  },
  async run({ $ }) {
    if (!this.customerId &&
      !this.title &&
      !this.name &&
      !this.surname &&
      !this.email &&
      !this.customerCompany &&
      !this.accountNumber) {
      throw new ConfigurationError("You must provide at least 'Customer Id', 'Customer Title', 'Customer Name', 'Customer Surname', 'Customer Email', 'Customer Company' or 'Customer Account Number'.");
    }

    if (!this.shippingAddressId &&
      !this.shippingAddressline1 &&
      !this.shippingAddressCountryCode) {
      throw new ConfigurationError("You must provide at least 'Shipping Address Id' or 'Shipping Address Line1' and 'Shipping Address Country Code'.");
    }

    if (!this.sameAsShipping &&
      !this.billingAddressId &&
      !this.billingAddressline1 &&
      !this.billingAddressCountryCode) {
      throw new ConfigurationError("When 'Same As Shipping' is set **False** you must provide at least 'Billing Address Id' or 'Billing Address Line1' and 'Billing Address Country Code'.");
    }

    const response = await this.allocadence.createCustomerOrder({
      $,
      data: {
        orderNumber: this.orderNumber,
        clientId: this.clientId,
        clientName: this.clientName,
        customer: {
          id: this.customerId,
          title: this.title,
          name: this.name,
          surname: this.surname,
          email: this.email,
          company: this.customerCompany,
          accountNumber: this.accountNumber,
        },
        shippingAddress: {
          id: this.shippingAddressId,
          code: this.shippingAddressCode,
          company: this.shippingAddressCompany,
          name: this.shippingAddressName,
          line1: this.shippingAddressline1,
          line2: this.shippingAddressline2,
          line3: this.shippingAddressline3,
          city: this.shippingAddressCity,
          state: this.shippingAddressState,
          zip: this.shippingAddressZip,
          countryCode: this.shippingAddressCountryCode,
          phone: this.shippingAddressPhone,
        },
        billingAddress: {
          sameAsShipping: this.sameAsShipping,
          id: this.billingAddressId,
          code: this.billingAddressCode,
          company: this.billingAddressCompany,
          name: this.billingAddressName,
          line1: this.billingAddressline1,
          line2: this.billingAddressline2,
          line3: this.billingAddressline3,
          city: this.billingAddressCity,
          state: this.billingAddressState,
          zip: this.billingAddressZip,
          countryCode: this.billingAddressCountryCode,
          phone: this.billingAddressPhone,
        },
        shipFromWarehouseId: this.shipFromWarehouseId,
        shipFromWarehouseName: this.shipFromWarehouseName,
        shipVia: this.shipVia,
        postageAccount: this.postageAccount,
        items: parseObject(this.items),
      },
    });

    $.export("$summary", `Successfully created customer order 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.

LabelPropTypeDescription
AllocadenceallocadenceappThis component uses the Allocadence app.
Order NumberorderNumberstring

Order number for the customer order.

Client IdclientIdinteger

Id of the client that the customer order is for.

Client NameclientNamestring

Name of the client that the customer order is for. Ignored if clientId is provided and is nonzero.

Customer IdcustomerIdinteger

Id of the customer. If none is provided, will attempt to find an existing customer based on the other customer fields and shipping address. Other fields not used if id is provided.

Customer Titletitlestring

The title of the customer.

Customer Namenamestring

A combination of name and surname is required if the customer is new.

Customer Surnamesurnamestring

A combination of name and surname is required if the customer is new.

Customer Emailemailstring

The email of the customer.

Customer CompanycustomerCompanystring

The company of the customer.

Customer Account NumberaccountNumberstring

Will only match a customer on this field if provided.

Shipping Address IdshippingAddressIdinteger

Id of the shipping address. Other Shipping fields will not be used if provided.

Shipping Address CodeshippingAddressCodestring

Used to find an existing address. Other fields not used if an address is successfully found.

Shipping Address CompanyshippingAddressCompanystring

The company of the shipping address.

Shipping Address NameshippingAddressNamestring

The name of the shipping address.

Shipping Address Line 1shippingAddressline1string

The shipping address line 1.

Shipping Address Line 2shippingAddressline2string

The shipping address line 2.

Shipping Address Line 3shippingAddressline3string

The shipping address line 3.

Shipping Address CityshippingAddressCitystring

The city of the shipping address.

Shipping Address StateshippingAddressStatestring

The state of the shipping address.

Shipping Address ZipshippingAddressZipstring

The zip of the shipping address.

Shipping Address Country CodeshippingAddressCountryCodestring

The country code of the shipping address. See the ISO 3166 codes.

Shipping Address PhoneshippingAddressPhonestring

The phone of the shipping address.

Same As ShippingsameAsShippingboolean

True if the billing address is the same as the shipping address.

Ship From Warehouse IdshipFromWarehouseIdstring

Id of the warehouse the ordered items will be allocated from. If no warehouse parameters are given, then the user's current warehouse will be used.

Ship From Warehouse NameshipFromWarehouseNamestring

Name of the warehouse the ordered items will be allocated from. Ignored if warehouseId is provided.

Ship ViashipViastring

Code of the carrier or service to use for shipping.

Postage AccountpostageAccountstringSelect a value from the drop down menu:senderclientrecipient
Itemsitemsstring[]

An array of objects of ordered items. Example: {"itemId": "123", "sku": "SKU123", "quantity": 1} See the documentation fro further information.

Action Authentication

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

To generate a API Key and Secret pair for a user, visit the API Keys page under Admin Users.

About Allocadence

All-in-one cloud platform for managing your warehouse operations. From inventory to order management and shipping, you have total visibility.

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