Create Message with Cisco Webex API on New Record (Instant, of Selectable Type) from Salesforce API

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New Record (Instant, of Selectable Type) from the Salesforce API

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Create Message with the Cisco Webex API

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Getting Started#

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

Select this integration
Configure the New Record (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
4. Optional- Select one or more Fields to Obtain
Configure the Create Message action
1. Connect your Cisco Webex account
2. Configure Text
3. Optional- Configure Markdown
4. Optional- Configure Person ID
5. Optional- Configure To Person Email
6. Optional- Select a Room ID
7. Optional- Select a Parent ID
8. Optional- Configure File
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 Record (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a record of the selected object type is created. [See the documentation](https://sforce.co/3yPSJZy)

Version:0.2.0

Key:salesforce_rest_api-new-record-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 Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-new-record-instant",
  description: "Emit new event when a record of the selected object type is created. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fieldsToObtain: {
      propDefinition: [
        common.props.salesforce,
        "fieldsToObtain",
        (c) => ({
          objType: c.objectType,
        }),
      ],
      optional: true,
      description: "Select the field(s) to be retrieved for the records. Only applicable if the source is running on a timer. If running on a webhook, or if not specified, all fields will be retrieved.",
    },
  },
  hooks: {
    ...common.hooks,
    async deploy() {
      const objectType = this.objectType;
      const nameField = await this.salesforce.getNameFieldForObjectType(objectType);
      this.setNameField(nameField);

      // emit historical events
      const { recentItems } = await this.salesforce.listSObjectTypeIds(objectType);
      const ids = recentItems.map((item) => item.Id);
      for (const id of ids.slice(-25)) {
        const object = await this.salesforce.getSObject(objectType, id);
        const event = {
          body: {
            "New": object,
            "UserId": id,
          },
        };
        this.processWebhookEvent(event);
      }
    },
  },
  methods: {
    ...common.methods,
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;
      const {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        CreatedDate: createdDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType).toLowerCase();
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "new";
    },
    async processTimerEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateTimerMeta,
        $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 = generateTimerMeta(item, fieldName);
          emit(item, meta);
        });
    },
    async timerActivateHook() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      let columns = this.fieldsToObtain;
      if (!columns?.length) {
        const { fields } = await getObjectTypeDescription(objectType);
        columns = fields.map(({ name }) => name);
      }

      setObjectTypeColumns(columns);
    },
  },
};

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.
Fields to Obtain	`fieldsToObtain`	`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 Message on Cisco Webex

Description:Post a plain text or [rich text](https://developer.webex.com/docs/basics#formatting-messages) message, and optionally, a [file attachment](https://developer.webex.com/docs/basics#message-attachments), to a room. [See the docs here](https://developer.webex.com/docs/api/v1/messages/create-a-message)

Version:0.1.0

Key:cisco_webex-create-message

View on GitHub

Cisco Webex Overview#

The Cisco Webex API allows developers to integrate their applications with Cisco's robust collaboration tools, creating a workflow of communication within teams and automating various aspects of the meeting lifecycle, from scheduling to follow-up actions. With this API, you can streamline meeting setups, fetch detailed information about participants and meetings, send messages to spaces (rooms), and manage your Webex resources programmatically. Leveraging Pipedream's capabilities, you can connect these features with other apps to automate complex tasks, analyze meeting data, enhance productivity, and maintain a well-organized communication ecosystem.

Action Code#

import ciscoWebex from "../../cisco_webex.app.mjs";

export default {
  key: "cisco_webex-create-message",
  name: "Create Message",
  description: "Post a plain text or [rich text](https://developer.webex.com/docs/basics#formatting-messages) message, and optionally, a [file attachment](https://developer.webex.com/docs/basics#message-attachments), to a room. [See the docs here](https://developer.webex.com/docs/api/v1/messages/create-a-message)",
  type: "action",
  version: "0.1.0",
  props: {
    ciscoWebex,
    text: {
      type: "string",
      label: "Text",
      description: "The message, in plain text. If markdown is specified this parameter may be optionally used to provide alternate text for UI clients that do not support rich text. The maximum message length is 7439 bytes.",
    },
    markdown: {
      type: "string",
      label: "Markdown",
      description: "The message, in Markdown format. The maximum message length is 7439 bytes.",
      optional: true,
    },
    toPersonId: {
      propDefinition: [
        ciscoWebex,
        "personId",
      ],
      optional: true,
    },
    toPersonEmail: {
      type: "string",
      label: "To Person Email",
      description: "The email address of the recipient when sending a private 1:1 message.",
      optional: true,
    },
    roomId: {
      optional: true,
      propDefinition: [
        ciscoWebex,
        "roomId",
      ],
    },
    parentId: {
      optional: true,
      propDefinition: [
        ciscoWebex,
        "messageId",
        ({ roomId }) => ({
          roomId,
        }),
      ],
    },
    file: {
      type: "string",
      label: "File",
      description: "The public URL to a binary file to be posted into the room. (E.g. `http://www.example.com/images/media.png`)",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      roomId,
      parentId,
      toPersonId,
      toPersonEmail,
      text,
      markdown,
      file,
    } = this;

    const files = file && [
      file,
    ] || undefined;

    const response =
      await this.ciscoWebex.createMessage({
        data: {
          roomId,
          parentId,
          toPersonId,
          toPersonEmail,
          text,
          markdown,
          files,
        },
      });

    $.export("$summary", `Successfully posted message with ID ${response.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.

Label	Prop	Type	Description
Cisco Webex	`ciscoWebex`	`app`	This component uses the Cisco Webex app.
Text	`text`	`string`	The message, in plain text. If markdown is specified this parameter may be optionally used to provide alternate text for UI clients that do not support rich text. The maximum message length is 7439 bytes.
Markdown	`markdown`	`string`	The message, in Markdown format. The maximum message length is 7439 bytes.
Person ID	`toPersonId`	`string`	The person ID of the recipient when sending a private 1:1 message.
To Person Email	`toPersonEmail`	`string`	The email address of the recipient when sending a private 1:1 message.
Room ID	`roomId`	`string`	Select a value from the drop down menu.
Parent ID	`parentId`	`string`	Select a value from the drop down menu.
File	`file`	`string`	The public URL to a binary file to be posted into the room. (E.g. `http://www.example.com/images/media.png`)

Action Authentication#

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

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

spark:allspark-admin:people_readspark-admin:people_writespark:devices_readspark:devices_write

About Cisco Webex#

Video conferencing, online meetings, screen share, and webinars

More Ways to Connect Cisco Webex + Salesforce#

Other Popular Integrations#

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Salesforce + Cisco Webex

Create Message with Cisco Webex API on New Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Cisco Webex, 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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