Create Customer with Formaloo 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 Customer with the Formaloo API

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Getting Started#

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

Select this integration
Configure the New Deleted Record (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
Configure the Create Customer action
1. Connect your Formaloo account
2. Optional- Configure Full Name
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Configure Username
6. Configure Email
7. Configure Phone Number
8. Optional- Configure Number Of Tags
9. Optional- Configure Score
10. Optional- Select a Country
11. Optional- Select a State
12. Optional- Select a City
13. Optional- Select a Language
14. Optional- Configure Customer Data
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 Deleted Record (Instant, of Selectable Type) on Salesforce

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

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 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.

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.

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 Formaloo

Description:Create a new customer on the current business. [See the documentation](https://www.formaloo.com/en/developers/)

Version:0.0.1

Key:formaloo-create-customer

View on GitHub

Formaloo Overview#

The Formaloo API lets you interact with your forms and data on Formaloo. You can create new forms, fetch responses, analyze submissions, and more, right within Pipedream. Pipedream's serverless platform facilitates the automation of these tasks, enabling you to integrate Formaloo with hundreds of other services to streamline workflows, analyze data, and synchronize across platforms.

Action Code#

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

export default {
  key: "formaloo-create-customer",
  name: "Create Customer",
  version: "0.0.1",
  description: "Create a new customer on the current business. [See the documentation](https://www.formaloo.com/en/developers/)",
  type: "action",
  props: {
    formaloo,
    fullName: {
      propDefinition: [
        formaloo,
        "fullName",
      ],
      optional: true,
    },
    firstName: {
      propDefinition: [
        formaloo,
        "firstName",
      ],
      optional: true,
    },
    lastName: {
      propDefinition: [
        formaloo,
        "lastName",
      ],
      optional: true,
    },
    username: {
      propDefinition: [
        formaloo,
        "username",
      ],
    },
    email: {
      propDefinition: [
        formaloo,
        "email",
      ],
    },
    phoneNumber: {
      propDefinition: [
        formaloo,
        "phoneNumber",
      ],
    },
    numberOfTags: {
      propDefinition: [
        formaloo,
        "numberOfTags",
      ],
      optional: true,
      reloadProps: true,
    },
    score: {
      propDefinition: [
        formaloo,
        "score",
      ],
      optional: true,
    },
    countrySlug: {
      propDefinition: [
        formaloo,
        "countrySlug",
      ],
      optional: true,
    },
    stateSlug: {
      propDefinition: [
        formaloo,
        "stateSlug",
        ({ countrySlug }) => ({
          countrySlug,
        }),
      ],
      optional: true,
    },
    city: {
      propDefinition: [
        formaloo,
        "city",
        ({ stateSlug }) => ({
          stateSlug,
        }),
      ],
      optional: true,
    },
    language: {
      propDefinition: [
        formaloo,
        "language",
      ],
      optional: true,
    },
    customerData: {
      propDefinition: [
        formaloo,
        "customerData",
      ],
      optional: true,
    },
  },
  async additionalProps() {
    return Array.from({
      length: this.numberOfTags,
    }).reduce((acc, _, index) => {
      const pos = index + 1;

      return {
        ...acc,
        [`tagSlug-${pos}`]: {
          type: "string",
          label: `Tag ${pos}`,
          description: "The tag you want to add.",
          options: async ({ page }) => {
            const { data } = await this.formaloo.listTags({
              params: {
                page: page + 1,
              },
            });
            return data?.tags.map(({
              slug: value, title: label,
            }) => ({
              label,
              value,
            }));
          },
        },
      };
    }, {});
  },
  methods: {
    getTag(index) {
      const pos = index + 1;
      const { [`tagSlug-${pos}`]: slug } = this;
      return {
        slug,
      };
    },
    getTags() {
      return Array.from({
        length: this.numberOfTags,
      }).map((_, index) => this.getTag(index));
    },
  },
  async run({ $ }) {
    const {
      formaloo,
      fullName,
      firstName,
      lastName,
      phoneNumber,
      customerData,
      ...data
    } = this;

    const response = await formaloo.createCustomer({
      $,
      data: {
        ...data,
        full_name: fullName,
        first_name: firstName,
        last_name: lastName,
        phone_number: phoneNumber,
        customer_data: customerData,
        tags: this.getTags(),
      },
    });

    $.export("$summary", `A new customer with Id: ${response?.data?.customer?.slug} 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
Formaloo	`formaloo`	`app`	This component uses the Formaloo app.
Full Name	`fullName`	`string`	Customer's full name (in case it's not stored as the first name and last name).
First Name	`firstName`	`string`	Customer's first name.
Last Name	`lastName`	`string`	Customer's last name.
Username	`username`	`string`	Any username or identifier on your system which you use to identify the customer.
Email	`email`	`string`	Customer's primary email address.
Phone Number	`phoneNumber`	`string`	Customer's primary phone number.
Number Of Tags	`numberOfTags`	`integer`	The number of tags you want to add.
Score	`score`	`integer`	If you want the customer have an initial score.
Country	`countrySlug`	`string`	Select a value from the drop down menu.
State	`stateSlug`	`string`	Select a value from the drop down menu.
City	`city`	`string`	Select a value from the drop down menu.
Language	`language`	`string`	Select a value from the drop down menu.
Customer Data	`customerData`	`object`	Any data available on the customer in json format.

Action Authentication#

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

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

About Formaloo#

Formaloo is a powerful no-code collaboration platform that enables you to build custom business applications, internal tools and customer engagement tools fast & code-free!

More Ways to Connect Formaloo + Salesforce#

Other Popular Integrations#

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

Pipedream makes it easy to connect APIs for Formaloo, 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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