Create New Contact with Salesmsg API on New Updated Record (Instant, of Selectable Type) from Salesforce API

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

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Create New Contact with the Salesmsg API

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Getting Started#

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

Select this integration
Configure the New Updated 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 Watch
Configure the Create New Contact action
1. Connect your Salesmsg account
2. Configure Number
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Email
6. Optional- Configure Color Index
7. Optional- Configure Contact Integration Id
8. Optional- Configure Phone Type
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 Updated Record (Instant, of Selectable Type) on Salesforce

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

Version:0.2.0

Key:salesforce_rest_api-record-updated-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";
import constants from "../../common/constants.mjs";
const { salesforce } = common.props;

export default {
  ...common,
  type: "source",
  name: "New Updated Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-updated-instant",
  description: "Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
          filter: ({ updateable }) => updateable,
        }),
      ],
      label: "Fields To Watch",
      type: "string[]",
      optional: true,
      description: "If specified, events will only be emitted if at least one of the selected fields is updated. This filter is only available when a webhook is created successfully.",
    },
  },
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;

      const {
        LastModifiedDate: lastModifiedDate,
        [fieldName]: name,
        Id: id,
      } = item;

      const entityType = startCase(objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      return {
        id: `${id}-${ts}`,
        summary,
        ts,
      };
    },
    getEventType() {
      return "updated";
    },
    isEventRelevant(changedFields) {
      const { fields } = this;
      return fields?.length
        ? Object.keys(changedFields).some((key) => fields.includes(key))
        : true;
    },
    getChangedFields(body) {
      return Object.entries(body.New).filter(([
        key,
        value,
      ]) => {
        const oldValue = body.Old[key];
        return (
          value !== undefined
          && oldValue !== undefined
          && JSON.stringify(value) !== JSON.stringify(oldValue)
        );
      })
        .reduce((obj, [
          key,
          value,
        ]) => {
          obj[key] = {
            old: body.Old[key],
            new: value,
          };
          return obj;
        }, {});
    },
    processWebhookEvent(event) {
      const { body } = event;
      const changedFields = this.getChangedFields(body);
      if (this.isEventRelevant(changedFields)) {
        const meta = this.generateWebhookMeta(event);
        this.$emit({
          ...body,
          changedFields,
        }, meta);
      }
    },
    async processTimerEvent(eventData) {
      const {
        getNameField,
        getObjectTypeColumns,
        paginate,
        objectType,
        setLatestDateCovered,
        generateTimerMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

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

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
        dateFieldName: constants.FIELD_NAME.LAST_MODIFIED_DATE,
      });

      const [
        latestEvent,
      ] = events;

      if (latestEvent?.LastModifiedDate) {
        const latestDateCovered = new Date(latestEvent.LastModifiedDate);
        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;

      const { fields } = await getObjectTypeDescription(objectType);
      const 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 Watch	`fields`	`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 New Contact on Salesmsg

Description:Create a new contact. [See the documentation](https://documenter.getpostman.com/view/13798866/2s935uHgXp#57f25fd9-2de8-4c9c-97f4-79bf7a6eb255)

Version:0.0.1

Key:salesmsg-create-new-contact

View on GitHub

Salesmsg Overview#

The Salesmsg API facilitates two-way SMS and MMS communications, allowing users to send, receive, and manage messages programmatically. It provides a suite of tools to integrate texting capabilities into various workflows and systems. On Pipedream, you can harness this API to automate conversations, sync with customer databases, trigger notifications, and much more, utilizing Pipedream's serverless platform to connect Salesmsg with a plethora of other apps and services.

Action Code#

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

export default {
  key: "salesmsg-create-new-contact",
  name: "Create New Contact",
  version: "0.0.1",
  description: "Create a new contact. [See the documentation](https://documenter.getpostman.com/view/13798866/2s935uHgXp#57f25fd9-2de8-4c9c-97f4-79bf7a6eb255)",
  type: "action",
  props: {
    salesmsg,
    number: {
      type: "string",
      label: "Number",
      description: "The phone number of the contact.",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the contact.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the contact.",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email of the contact.",
      optional: true,
    },
    colorIndex: {
      type: "string",
      label: "Color Index",
      description: "The color index of the contact.",
      optional: true,
    },
    contactIntegrationId: {
      type: "string",
      label: "Contact Integration Id",
      description: "The integration id of the contact.",
      optional: true,
    },
    phoneType: {
      type: "string",
      label: "Phone Type",
      description: "The type of the phone number. E.g. **phone, etc**",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      salesmsg,
      firstName,
      lastName,
      colorIndex,
      contactIntegrationId,
      phoneType,
      ...params
    } = this;

    const response = await salesmsg.createContact({
      $,
      params: {
        first_name: firstName,
        last_name: lastName,
        color_index: colorIndex,
        contact_integration_id: contactIntegrationId,
        phone_type: phoneType,
        ...params,
      },
    });

    $.export("$summary", `A new contact with Id: ${response.id} was successfully created!`);
    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
Salesmsg	`salesmsg`	`app`	This component uses the Salesmsg app.
Number	`number`	`string`	The phone number of the contact.
First Name	`firstName`	`string`	The first name of the contact.
Last Name	`lastName`	`string`	The last name of the contact.
Email	`email`	`string`	The email of the contact.
Color Index	`colorIndex`	`string`	The color index of the contact.
Contact Integration Id	`contactIntegrationId`	`string`	The integration id of the contact.
Phone Type	`phoneType`	`string`	The type of the phone number. E.g. phone, etc

Action Authentication#

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

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

public-api

About Salesmsg#

One SMS app for your entire company. 2-way texting, SMS marketing, calling, & more.

More Ways to Connect Salesmsg + Salesforce#

Other Popular Integrations#

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

Salesforce + Salesmsg

Create New Contact with Salesmsg API on New Updated Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Salesmsg, 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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