Create Formatted Transcript with Symbl.ai 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 Formatted Transcript with the Symbl.ai API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Symbl.ai 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 Formatted Transcript action
1. Connect your Symbl.ai account
2. Select a Conversation Id
3. Select a Content Type
4. Optional- Configure Create Paragraphs
5. Optional- Configure Highlight Insights Phrases
6. Optional- Configure Highlight All Key Phrases
7. Optional- Configure Separate Sentence by Speaker
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 Formatted Transcript on Symbl.ai

Description:Create formatted transcript from the Conversation. See the doc [here](https://docs.symbl.ai/docs/conversation-api/transcript/).

Version:0.0.3

Key:symbl_ai-post-formatted-transcript

View on GitHub

Symbl.ai Overview#

The Symbl.ai API supercharges your applications with advanced conversation intelligence. By tapping into Symbl.ai via Pipedream, you can automate the analysis of voice, text, and video communications. Extract actionable items, follow-ups, and insights in real-time or from recorded content. This API's magic lies in its ability to provide contextually relevant insights, topic detection, sentiment analysis, and conversation metrics without extensive training data or setup time.

Action Code#

import symblAIApp from "../../symbl_ai.app.mjs";

export default {
  key: "symbl_ai-post-formatted-transcript",
  name: "Create Formatted Transcript",
  description: "Create formatted transcript from the Conversation. See the doc [here](https://docs.symbl.ai/docs/conversation-api/transcript/).",
  version: "0.0.3",
  type: "action",
  props: {
    symblAIApp,
    conversationId: {
      propDefinition: [
        symblAIApp,
        "conversationId",
      ],
    },
    contentType: {
      propDefinition: [
        symblAIApp,
        "contentType",
      ],
      optional: false,
    },
    createParagraphs: {
      type: "boolean",
      label: "Create Paragraphs",
      description: "Break transcript down into logical paragraphs.",
      optional: true,
    },
    highlightOnlyInsightKeyPhrases: {
      type: "boolean",
      label: "Highlight Insights Phrases",
      description: "Highlight Insights key phrases.",
      optional: true,
    },
    highlightAllKeyPhrases: {
      type: "boolean",
      label: "Highlight All Key Phrases",
      description: "Highlight all key phrases.",
      optional: true,
    },
    showSpeakerSeparation: {
      type: "boolean",
      label: "Separate Sentence by Speaker",
      description: "Generate the transcript with each sentence separated by speaker.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response =
      await this.symblAIApp.postFormattedTranscript({
        $,
        conversationId: this.conversationId,
        data: {
          contentType: this.contentType,
          createParagraphs: this.createParagraphs,
          phrases: {
            highlightOnlyInsightKeyPhrases: this.highlightOnlyInsightKeyPhrases,
            highlightAllKeyPhrases: this.highlightAllKeyPhrases,
          },
          showSpeakerSeparation: this.showSpeakerSeparation,
        },
      });
    $.export("$summary", `Successfully generated formatted transcript for ${response.transcript.contentType}.`);
    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
Symbl.ai	`symblAIApp`	`app`	This component uses the Symbl.ai app.
Conversation Id	`conversationId`	`string`	Select a value from the drop down menu.
Content Type	`contentType`	`string`	Select a value from the drop down menu:`text/markdowntext/srt`
Create Paragraphs	`createParagraphs`	`boolean`	Break transcript down into logical paragraphs.
Highlight Insights Phrases	`highlightOnlyInsightKeyPhrases`	`boolean`	Highlight Insights key phrases.
Highlight All Key Phrases	`highlightAllKeyPhrases`	`boolean`	Highlight all key phrases.
Separate Sentence by Speaker	`showSpeakerSeparation`	`boolean`	Generate the transcript with each sentence separated by speaker.

Action Authentication#

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

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