Create Customer with RepairShopr API on New Outbound Message (Instant) from Salesforce API

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New Outbound Message (Instant) from the Salesforce API

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Create Customer with the RepairShopr API

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Getting Started#

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

Select this integration
Configure the New Outbound Message (Instant) trigger
1. Connect your Salesforce account
2. Configure infoBox
Configure the Create Customer action
1. Connect your RepairShopr account
2. Configure Business Name
3. Configure First Name
4. Configure Last Name
5. Optional- Configure Email
6. Optional- Configure Phone
7. Optional- Configure Mobile
8. Optional- Configure Address
9. Optional- Configure Address 2
10. Optional- Configure City
11. Optional- Configure State
12. Optional- Configure Zip
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 Outbound Message (Instant) on Salesforce

Description:Emit new event when a new outbound message is received in Salesforce.

Version:0.1.7

Key:salesforce_rest_api-new-outbound-message

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 { XMLParser } from "fast-xml-parser";
import salesforce from "../../salesforce_rest_api.app.mjs";

export default {
  type: "source",
  name: "New Outbound Message (Instant)",
  key: "salesforce_rest_api-new-outbound-message",
  description: "Emit new event when a new outbound message is received in Salesforce.",
  version: "0.1.7",
  dedupe: "unique",
  props: {
    db: "$.service.db",
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    salesforce,
    infoBox: {
      type: "alert",
      alertType: "info",
      content: `See Salesforce's guide on [setting up Outbound Messaging](https://sforce.co/3JbZJom).
\\
Set the Outbound Message's \`Endpoint URL\` to the endpoint of this source, which you can view after it is created.
\\
The \`Send Session ID\` option must be enabled in Salesforce for validating outbound messages.`,
    },
  },
  methods: {
    _unwrapMessage(message) {
      const parser = new XMLParser({
        removeNSPrefix: true,
      });
      const obj = parser.parse(message);
      const notifications = obj["Envelope"]["Body"].notifications;
      return notifications;
    },
    _sendHttpResponse(successValue = true, status) {
      // eslint-disable-next-line multiline-ternary
      status = status ?? (successValue ? 200 : 400);
      this.http.respond({
        status,
        body: `
          <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
          xmlns:out="http://soap.sforce.com/2005/09/outbound">
            <soapenv:Header/>
            <soapenv:Body>
              <out:notificationsResponse>
                <out:Ack>${successValue}</out:Ack>
              </out:notificationsResponse>
            </soapenv:Body>
          </soapenv:Envelope>
        `,
        headers: {
          "content-type": "text/xml",
        },
      });
    },
    async _isValidSessionId(sessionId) {
      try {
        const data = await this.salesforce.getUserInfo(sessionId);
        return Boolean(data);
      } catch (err) {
        console.log("Error validating SessionId:", err);
        return false;
      }
    },
    async _isValidSource(data) {
      const { SessionId: sessionId } = data;
      if (!sessionId) {
        throw new Error("The outbound message is missing a Session ID. Please configure the outbound message to send Session ID to validate the webhook source.");
      }

      return this._isValidSessionId(sessionId);
    },
    generateMeta(data) {
      const {
        ActionId: actionId,
        Notification: { Id: eventId },
      } = data;
      const id = `${eventId}-${actionId}`;
      const summary = JSON.stringify(data);
      const ts = Date.now();
      return {
        id,
        summary,
        ts,
      };
    },
  },
  async run(event) {
    const { bodyRaw } = event;
    this._sendHttpResponse(true);
    const data = this._unwrapMessage(bodyRaw);
    if (!(await this._isValidSource(data))) {
      console.log("Skipping event from unrecognized source");
      return;
    }

    let notifications = data.Notification;
    if (!Array.isArray(notifications)) {
      notifications = [
        data.Notification,
      ];
    }

    notifications.forEach((n) => {
      const notification = Object.assign(data, {
        Notification: n,
      });
      this.$emit(notification, this.generateMeta(notification));
    });
  },
};

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
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.
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.

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 RepairShopr

Description:Create a new customer. [See the docs here](https://api-docs.repairshopr.com/#/Customer/post_customers)

Version:0.0.1

Key:repairshopr-create-customer

View on GitHub

RepairShopr Overview#

The RepairShopr API bridges your repair shop management activities with powerful automation capabilities on Pipedream. Whether it's triggering workflows from new tickets, updating client records, or syncing invoices, this API has got you covered. Streamline your repair service operations by automating routine tasks, integrating with countless other apps, and refining customer interactions, all through the convenience of Pipedream's serverless platform.

Action Code#

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

export default {
  key: "repairshopr-create-customer",
  name: "Create Customer",
  description: "Create a new customer. [See the docs here](https://api-docs.repairshopr.com/#/Customer/post_customers)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    businessName: {
      propDefinition: [
        app,
        "businessName",
      ],
    },
    firstName: {
      propDefinition: [
        app,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        app,
        "lastName",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        app,
        "phone",
      ],
    },
    mobile: {
      propDefinition: [
        app,
        "mobile",
      ],
    },
    address: {
      propDefinition: [
        app,
        "address",
      ],
    },
    address2: {
      propDefinition: [
        app,
        "address2",
      ],
    },
    city: {
      propDefinition: [
        app,
        "city",
      ],
    },
    state: {
      propDefinition: [
        app,
        "state",
      ],
    },
    zip: {
      propDefinition: [
        app,
        "zip",
      ],
    },
  },
  async run({ $ }) {
    const data = {
      business_name: this.businessName,
      firstname: this.firstName,
      lastname: this.lastName,
      email: this.email,
      phone: this.phone,
      mobile: this.mobile,
      address: this.address,
      address2: this.address2,
      city: this.city,
      state: this.state,
      zip: this.zip,
    };
    const res = await this.app.createCustomer(data, $);
    $.export("$summary", "Customer successfully created");
    return res?.customer;
  },
};

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
RepairShopr	`app`	`app`	This component uses the RepairShopr app.
Business Name	`businessName`	`string`	The business name of the customer.
First Name	`firstName`	`string`	The first name of the customer.
Last Name	`lastName`	`string`	The last name of the customer.
Email	`email`	`string`	The email address of the customer.
Phone	`phone`	`string`	The phone number of the customer.
Mobile	`mobile`	`string`	The mobile number of the customer.
Address	`address`	`string`	The address of the customer.
Address 2	`address2`	`string`	The second address of the customer.
City	`city`	`string`	The city of the customer.
State	`state`	`string`	The state of the customer.
Zip	`zip`	`string`	The zip code of the customer.

Action Authentication#

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

To get your API token, log in to your RepairShopr account, navigate to the upper right corner of the page, click your name and a drop down menu will appear. Click on Profile/Password, then click API Tokens.

Subdomain is the leading part of the host on your browser when you are browsing your RepairShopr dashboard. It has the structure https://[subdomain].repairshopr.com, for instance, in https://pipedream.repairshopr.com the subdomain is pipedream.

About RepairShopr#

RepairShopr is a platform to manage a service or repair business with job tracking (ticketing) and an emphasis on great communication.

More Ways to Connect RepairShopr + Salesforce#

Other Popular Integrations#

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

Salesforce + RepairShopr

Create Customer with RepairShopr API on New Outbound Message (Instant) from Salesforce API

Pipedream makes it easy to connect APIs for RepairShopr, 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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