← Salesforce + TalentHR integrations

Create Employee with TalentHR API on New Record (of Selectable Type) from Salesforce API

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New Record (of Selectable Type) from the Salesforce API
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Create Employee with the TalentHR API
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Getting Started

This integration creates a workflow with a Salesforce trigger and TalentHR 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 Record (of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Select a Object Type
  3. Configure the Create Employee action
    1. Connect your TalentHR account
    2. Configure First Name
    3. Configure Last Name
    4. Configure Email
    5. Configure Hire Date
    6. Select a Employment Status Id
    7. Optional- Select a Employee ID
    8. Optional- Select a Job Title Id
    9. Optional- Select a Job Location Id
    10. Optional- Select a Division Id
    11. Optional- Select a Department Id
    12. Configure Pay Rate
    13. Select a Pay Rate Period
    14. Optional- Select a Pay Rate Schedule
    15. Optional- Select a Overtime Status
    16. Optional- Configure Prevent Email
    17. Optional- Configure Is Existing
    18. Optional- Configure Who Id
    19. Optional- Configure Address
    20. Optional- Configure When Time
    21. Optional- Configure Instructions
  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

Description:Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See [the docs](https://sforce.co/3yPSJZy) for more information.
Version:0.0.6
Key:salesforce_rest_api-new-record

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 Record (of Selectable Type)",
  key: "salesforce_rest_api-new-record",
  description: "Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See [the docs](https://sforce.co/3yPSJZy) for more information.",
  version: "0.0.6",
  hooks: {
    ...common.hooks,
    async activate() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      await common.hooks.activate.call(this);

      const { fields } = await getObjectTypeDescription(objectType);
      const columns = fields.map(({ name }) => name);

      setObjectTypeColumns(columns);
    },
  },
  methods: {
    ...common.methods,
    generateMeta(item, fieldName) {
      const { objectType } = this;
      const {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

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

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
      });

      const [
        latestEvent,
      ] = events;

      if (latestEvent?.CreatedDate) {
        const latestDateCovered = new Date(latestEvent.CreatedDate);
        latestDateCovered.setSeconds(0);
        setLatestDateCovered(latestDateCovered.toISOString());
      }

      Array.from(events)
        .reverse()
        .forEach((item) => {
          const meta = generateMeta(item, fieldName);
          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.
LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Object TypeobjectTypestringSelect 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

Description:Hires a new employee and registers them in the system. [See the documentation](https://apidocs.talenthr.io/#2950f0ba-b27b-4d4b-855f-4b79b667767c)
Version:0.0.1
Key:talenthr-create-employee

Action Code

import {
  OVERTIME_STATUS,
  PAY_RATE_PERIOD_OPTIONS,
  PAY_RATE_SCHEDULE_OPTIONS,
} from "../../common/constants.mjs";
import talenthr from "../../talenthr.app.mjs";

export default {
  key: "talenthr-create-employee",
  name: "Create Employee",
  description: "Hires a new employee and registers them in the system. [See the documentation](https://apidocs.talenthr.io/#2950f0ba-b27b-4d4b-855f-4b79b667767c)",
  version: "0.0.1",
  type: "action",
  props: {
    talenthr,
    firstName: {
      propDefinition: [
        talenthr,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        talenthr,
        "lastName",
      ],
    },
    email: {
      propDefinition: [
        talenthr,
        "email",
      ],
    },
    hireDate: {
      propDefinition: [
        talenthr,
        "hireDate",
      ],
    },
    employmentStatusId: {
      propDefinition: [
        talenthr,
        "employmentStatusId",
      ],
    },
    reportsToEmployeeId: {
      propDefinition: [
        talenthr,
        "employeeId",
      ],
      optional: true,
    },
    jobTitleId: {
      propDefinition: [
        talenthr,
        "jobTitleId",
      ],
      optional: true,
    },
    jobLocationId: {
      propDefinition: [
        talenthr,
        "jobLocationId",
      ],
      optional: true,
    },
    divisionId: {
      propDefinition: [
        talenthr,
        "divisionId",
      ],
      optional: true,
    },
    departmentId: {
      propDefinition: [
        talenthr,
        "departmentId",
      ],
      optional: true,
    },
    payRate: {
      type: "string",
      label: "Pay Rate",
      description: "Employee's wage and must have 2 decimals. E.g 1255.38",
    },
    payRatePeriod: {
      type: "string",
      label: "Pay Rate Period",
      description: "The period over which money is earned.",
      options: PAY_RATE_PERIOD_OPTIONS,
    },
    payRateSchedule: {
      type: "string",
      label: "Pay Rate Schedule",
      description: "Frequency of the wage.",
      options: PAY_RATE_SCHEDULE_OPTIONS,
      optional: true,
    },
    overtimeStatus: {
      type: "string",
      label: "Overtime Status",
      description: "Determining whether an employee is exempt or non-exempt from overtime regulations.",
      options: OVERTIME_STATUS,
      optional: true,
    },
    preventEmail: {
      type: "boolean",
      label: "Prevent Email",
      description: "Opt for 'true', if you don't want to send an invitation email to the hiring employee, else 'false'.",
      optional: true,
    },
    isExisting: {
      type: "boolean",
      label: "Is Existing",
      description: "Opt for 'false' if the employee is a new hire and you want to run the Automatic Onboarding process, else 'true'.",
      optional: true,
    },
    whoId: {
      type: "integer",
      label: "Who Id",
      description: "The employee who will meet the newly hired employee. Required if **When Time** and address is present.",
      optional: true,
    },
    address: {
      propDefinition: [
        talenthr,
        "address",
      ],
      optional: true,
    },
    whenTime: {
      type: "string",
      label: "When Time",
      description: "The date time that the meeting will take place. Required if **Who Id** and address is present. The hire date must be formatted as 'YYYY-MM-DD HH:II'.",
      optional: true,
    },
    instructions: {
      type: "string",
      label: "Instructions",
      description: "Important Instructions for the newly hired employee.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.talenthr.createEmployee({
      $,
      data: {
        first_name: this.firstName,
        last_name: this.lastName,
        email: this.email,
        hire_date: this.hireDate,
        employment_status: {
          employment_status_id: this.employmentStatusId,
        },
        reports_to_employee_id: this.reportsToEmployeeId,
        job_record: {
          job_title_id: this.jobTitleId,
          location_id: this.jobLocationId,
          division_id: this.divisionId,
          department_id: this.departmentId,
        },
        compensation_record: {
          pay_rate: parseFloat(this.payRate),
          pay_rate_period: this.payRatePeriod,
          pay_rate_schedule: this.payRateSchedule,
          overtime_status: this.overtimeStatus,
        },
        prevent_email: this.preventEmail,
        is_existing: this.isExisting,
        hire_packet: {
          who_id: this.whoId,
          address: this.address,
          when_time: this.whenTime,
          instructions: this.instrwuctions,
        },
      },
    });

    $.export("$summary", `Successfully created employee: ${response.data.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
TalentHRtalenthrappThis component uses the TalentHR app.
First NamefirstNamestring

The first name of the new employee

Last NamelastNamestring

The last name of the new employee

Emailemailstring

The email address of the new employee

Hire DatehireDatestring

The date of the new employee's hire. Format YYYY-MM-DD

Employment Status IdemploymentStatusIdstringSelect a value from the drop down menu.
Employee IDreportsToEmployeeIdstringSelect a value from the drop down menu.
Job Title IdjobTitleIdstringSelect a value from the drop down menu.
Job Location IdjobLocationIdstringSelect a value from the drop down menu.
Division IddivisionIdstringSelect a value from the drop down menu.
Department IddepartmentIdstringSelect a value from the drop down menu.
Pay RatepayRatestring

Employee's wage and must have 2 decimals. E.g 1255.38

Pay Rate PeriodpayRatePeriodstringSelect a value from the drop down menu:hourdayweekmonthquarteryear
Pay Rate SchedulepayRateSchedulestringSelect a value from the drop down menu:once-per-monthtwice-per-monthevery-other-week
Overtime StatusovertimeStatusstringSelect a value from the drop down menu:exemptnon-exempt
Prevent EmailpreventEmailboolean

Opt for 'true', if you don't want to send an invitation email to the hiring employee, else 'false'.

Is ExistingisExistingboolean

Opt for 'false' if the employee is a new hire and you want to run the Automatic Onboarding process, else 'true'.

Who IdwhoIdinteger

The employee who will meet the newly hired employee. Required if When Time and address is present.

Addressaddressstring

The address where the meeting will take place. Required if Who Id and When Time is present.

When TimewhenTimestring

The date time that the meeting will take place. Required if Who Id and address is present. The hire date must be formatted as 'YYYY-MM-DD HH:II'.

Instructionsinstructionsstring

Important Instructions for the newly hired employee.

Action Authentication

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

About TalentHR

A simple, all-in-one HR software focused on people.

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