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

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

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Create Customer with the Copperx API

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Getting Started#

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

Select this integration
Configure the New Updated 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 Watch
Configure the Create Customer action
1. Connect your Copperx account
2. Configure Email
3. Optional- Configure Name
4. Optional- Configure Phone
5. Configure Address Line 1
6. Optional- Configure Address Line 2
7. Configure City
8. Configure State
9. Configure Postal Code
10. Configure Country
11. Optional- Configure Customer Reference Id.
12. Optional- Configure Shipping Address Name
13. Optional- Configure Shipping Address Email
14. Optional- Configure Shipping Address Phone
15. Optional- Configure Shipping Address Line 1
16. Optional- Configure Shipping Address Line 2
17. Optional- Configure Shipping Address City
18. Optional- Configure Shipping Address State
19. Optional- Configure Shipping Address Postal Code
20. Optional- Configure Shipping Address Country
21. Optional- Configure Metadata
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 Updated Record (Instant, of Selectable Type) on Salesforce

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

Version:0.2.0

Key:salesforce_rest_api-record-updated-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";
import constants from "../../common/constants.mjs";
const { salesforce } = common.props;

export default {
  ...common,
  type: "source",
  name: "New Updated Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-updated-instant",
  description: "Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
          filter: ({ updateable }) => updateable,
        }),
      ],
      label: "Fields To Watch",
      type: "string[]",
      optional: true,
      description: "If specified, events will only be emitted if at least one of the selected fields is updated. This filter is only available when a webhook is created successfully.",
    },
  },
  methods: {
    ...common.methods,
    generateWebhookMeta(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 = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;

      const {
        LastModifiedDate: lastModifiedDate,
        [fieldName]: name,
        Id: id,
      } = item;

      const entityType = startCase(objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      return {
        id: `${id}-${ts}`,
        summary,
        ts,
      };
    },
    getEventType() {
      return "updated";
    },
    isEventRelevant(changedFields) {
      const { fields } = this;
      return fields?.length
        ? Object.keys(changedFields).some((key) => fields.includes(key))
        : true;
    },
    getChangedFields(body) {
      return Object.entries(body.New).filter(([
        key,
        value,
      ]) => {
        const oldValue = body.Old[key];
        return (
          value !== undefined
          && oldValue !== undefined
          && JSON.stringify(value) !== JSON.stringify(oldValue)
        );
      })
        .reduce((obj, [
          key,
          value,
        ]) => {
          obj[key] = {
            old: body.Old[key],
            new: value,
          };
          return obj;
        }, {});
    },
    processWebhookEvent(event) {
      const { body } = event;
      const changedFields = this.getChangedFields(body);
      if (this.isEventRelevant(changedFields)) {
        const meta = this.generateWebhookMeta(event);
        this.$emit({
          ...body,
          changedFields,
        }, meta);
      }
    },
    async processTimerEvent(eventData) {
      const {
        getNameField,
        getObjectTypeColumns,
        paginate,
        objectType,
        setLatestDateCovered,
        generateTimerMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

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

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
        dateFieldName: constants.FIELD_NAME.LAST_MODIFIED_DATE,
      });

      const [
        latestEvent,
      ] = events;

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

      const { fields } = await getObjectTypeDescription(objectType);
      const 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 Watch	`fields`	`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 Customer on Copperx

Description:Create a new customer [See the documentation](https://copperx.readme.io/reference/customercontroller_create)

Version:0.0.1

Key:copperx-create-customer

View on GitHub

Copperx Overview#

The Copperx API offers a suite of tools for cryptocurrency trading, providing users with real-time access to market data, order execution, and account management. Integrating this API into Pipedream allows for the creation of custom, serverless workflows that can automate trading strategies, alert users to market changes, and manage portfolios efficiently without manual intervention. By leveraging Pipedream's ability to connect to hundreds of apps, users can develop robust, event-driven automations that respond to market conditions or other external signals.

Action Code#

import copperx from "../../copperx.app.mjs";

export default {
  key: "copperx-create-customer",
  name: "Create Customer",
  version: "0.0.1",
  description: "Create a new customer [See the documentation](https://copperx.readme.io/reference/customercontroller_create)",
  type: "action",
  props: {
    copperx,
    email: {
      type: "string",
      label: "Email",
      description: "The customer's email.",
    },
    name: {
      type: "string",
      label: "Name",
      description: "The customer's name.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The customer's phone.",
      optional: true,
    },
    addressLine1: {
      type: "string",
      label: "Address Line 1",
      description: "The customer's address line 1.",
    },
    addressLine2: {
      type: "string",
      label: "Address Line 2",
      description: "The customer's address line 2.",
      optional: true,
    },
    addressCity: {
      type: "string",
      label: "City",
      description: "The city of the customer's address.",
    },
    addressState: {
      type: "string",
      label: "State",
      description: "The state of the customer's address.",
    },
    addressPostalCode: {
      type: "string",
      label: "Postal Code",
      description: "The postal code of the customer's address.",
    },
    addressCountry: {
      type: "string",
      label: "Country",
      description: "The country of the customer's address.",
    },
    customerReferenceId: {
      type: "string",
      label: "Customer Reference Id.",
      description: "The customer's reference Id.",
      optional: true,
    },
    shippingAddressName: {
      type: "string",
      label: "Shipping Address Name",
      description: "The name of the shipping address receiver.",
      optional: true,
    },
    shippingAddressEmail: {
      type: "string",
      label: "Shipping Address Email",
      description: "The email of the shipping address.",
      optional: true,
    },
    shippingAddressPhone: {
      type: "string",
      label: "Shipping Address Phone",
      description: "The phone 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,
    },
    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,
    },
    shippingAddressPostalCode: {
      type: "string",
      label: "Shipping Address Postal Code",
      description: "The postal code of the shipping address.",
      optional: true,
    },
    shippingAddressCountry: {
      type: "string",
      label: "Shipping Address Country",
      description: "The country of the shipping address.",
      optional: true,
    },
    metadata: {
      type: "object",
      label: "Metadata",
      description: "Customer's metadata.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      copperx,
      addressLine1,
      addressLine2,
      addressCity,
      addressState,
      addressPostalCode,
      addressCountry,
      shippingAddressName,
      shippingAddressEmail,
      shippingAddressPhone,
      shippingAddressLine1,
      shippingAddressLine2,
      shippingAddressCity,
      shippingAddressState,
      shippingAddressPostalCode,
      shippingAddressCountry,
      ...data
    } = this;

    const response = await copperx.createCustomer({
      $,
      data: {
        "address": {
          "line1": addressLine1,
          "line2": addressLine2,
          "country": addressCountry,
          "postalCode": addressPostalCode,
          "state": addressState,
          "city": addressCity,
        },
        "shipping": {
          "address": {
            "country": shippingAddressCountry,
            "postalCode": shippingAddressPostalCode,
            "state": shippingAddressState,
            "city": shippingAddressCity,
            "line2": shippingAddressLine2,
            "line1": shippingAddressLine1,
          },
          "phone": shippingAddressPhone,
          "email": shippingAddressEmail,
          "name": shippingAddressName,
        },
        ...data,
      },
    });

    $.export("$summary", `A new customer with Id: ${response.id} was successfully created!`);
    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
Copperx	`copperx`	`app`	This component uses the Copperx app.
Email	`email`	`string`	The customer's email.
Name	`name`	`string`	The customer's name.
Phone	`phone`	`string`	The customer's phone.
Address Line 1	`addressLine1`	`string`	The customer's address line 1.
Address Line 2	`addressLine2`	`string`	The customer's address line 2.
City	`addressCity`	`string`	The city of the customer's address.
State	`addressState`	`string`	The state of the customer's address.
Postal Code	`addressPostalCode`	`string`	The postal code of the customer's address.
Country	`addressCountry`	`string`	The country of the customer's address.
Customer Reference Id.	`customerReferenceId`	`string`	The customer's reference Id.
Shipping Address Name	`shippingAddressName`	`string`	The name of the shipping address receiver.
Shipping Address Email	`shippingAddressEmail`	`string`	The email of the shipping address.
Shipping Address Phone	`shippingAddressPhone`	`string`	The phone of the shipping address.
Shipping Address Line 1	`shippingAddressLine1`	`string`	The shipping address line 1.
Shipping Address Line 2	`shippingAddressLine2`	`string`	The shipping address line 2.
Shipping Address City	`shippingAddressCity`	`string`	The city of the shipping address.
Shipping Address State	`shippingAddressState`	`string`	The state of the shipping address.
Shipping Address Postal Code	`shippingAddressPostalCode`	`string`	The postal code of the shipping address.
Shipping Address Country	`shippingAddressCountry`	`string`	The country of the shipping address.
Metadata	`metadata`	`object`	Customer's metadata.

Action Authentication#

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

About Copperx#

Payment APIs for Web3 businesses. Start accepting crypto and fiat payments with a single API via Recurring billing, Checkout and Invoicing.

More Ways to Connect Copperx + Salesforce#

Other Popular Integrations#

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

Salesforce + Copperx

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

Pipedream makes it easy to connect APIs for Copperx, 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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