Create Customer with Square 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 Square API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Square 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 Square account
2. Optional- Configure Given Name
3. Optional- Configure Family Name
4. Optional- Configure Company Name
5. Optional- Configure Email Address
6. Optional- Configure Phone Number
7. Optional- Configure Reference ID
8. Optional- Configure Note
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 Square

Description:Creates a new customer for a business. Must provide at least one of the following: Given Name, Family Name, Company Name, Email Address, or Phone Number. [See the docs](https://developer.squareup.com/reference/square/customers-api/create-customer).

Version:0.0.3

Key:square-create-customer

View on GitHub

Square Overview#

The Square API opens up a realm of possibilities for merchants to effortlessly manage their sales, inventory, customers, and payments. With Pipedream, you can automate actions based on events in Square, such as new transactions, updated orders, or customer profile changes. Craft custom workflows that react in real-time, sync data across platforms, or streamline reporting. Through Pipedream's serverless platform, you can connect Square with countless other apps without writing extensive code, turning manual tasks into automated, efficient processes.

Action Code#

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

export default {
  key: "square-create-customer",
  name: "Create Customer",
  description: `Creates a new customer for a business. Must provide at least one of the following:
    Given Name, Family Name, Company Name, Email Address, or Phone Number. [See the docs](https://developer.squareup.com/reference/square/customers-api/create-customer).`,
  type: "action",
  version: "0.0.3",
  props: {
    square,
    givenName: {
      type: "string",
      label: "Given Name",
      description: "The first name associated with the customer profile",
      optional: true,
    },
    familyName: {
      type: "string",
      label: "Family Name",
      description: "The last name associated with the customer profile",
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "A business name associated with the customer profile",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email Address",
      description: "The email address associated with the customer profile",
      optional: true,
    },
    phoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "Must be a valid phone number and can contain 9-16 digits, with an optional + prefix and country code",
      optional: true,
    },
    referenceId: {
      propDefinition: [
        square,
        "referenceId",
      ],
    },
    note: {
      type: "string",
      label: "Note",
      description: "A custom note associated with the customer profile",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.square.createCustomer({
      $,
      generateIdempotencyKey: true,
      data: {
        given_name: this.givenName,
        family_name: this.familyName,
        company_name: this.companyName,
        email_address: this.email,
        phone_number: this.phoneNumber,
        reference_id: this.referenceId,
        note: this.note,
      },
    });
    $.export("$summary", "Successfully created customer");
    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
Square	`square`	`app`	This component uses the Square app.
Given Name	`givenName`	`string`	The first name associated with the customer profile
Family Name	`familyName`	`string`	The last name associated with the customer profile
Company Name	`companyName`	`string`	A business name associated with the customer profile
Email Address	`email`	`string`	The email address associated with the customer profile
Phone Number	`phoneNumber`	`string`	Must be a valid phone number and can contain 9-16 digits, with an optional + prefix and country code
Reference ID	`referenceId`	`string`	An optional second ID used to associate the customer profile with an entity in another system
Note	`note`	`string`	A custom note associated with the customer profile

Action Authentication#

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

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

CUSTOMERS_READCUSTOMERS_WRITEPAYMENTS_READPAYMENTS_WRITEORDERS_READORDERS_WRITESUBSCRIPTIONS_READSUBSCRIPTIONS_WRITEITEMS_READITEMS_WRITEINVOICES_READINVOICES_WRITELOYALTY_READLOYALTY_WRITEEMPLOYEES_READEMPLOYEES_WRITEMERCHANT_PROFILE_READBANK_ACCOUNTS_READSETTLEMENTS_READDEVELOPER_APPLICATION_WEBHOOKS_WRITEAPPOINTMENTS_ALL_READAPPOINTMENTS_READ

About Square#

Solutions & Tools to Grow Your Business

More Ways to Connect Square + Salesforce#

Other Popular Integrations#

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

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

Pipedream makes it easy to connect APIs for Square, 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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