Create Note with Cloze API on New Updated Field on Record (of Selectable Type) from Salesforce API

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New Updated Field on Record (of Selectable Type) from the Salesforce API

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Create Note with the Cloze API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Cloze 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 Field on Record (of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
4. Select a Field
5. Optional- Configure Field Updated to
Configure the Create Note action
1. Connect your Cloze account
2. Configure Unique ID
3. Configure Source
4. Optional- Configure Date
5. Optional- Configure From
6. Optional- Configure Subject
7. Configure Body
8. Optional- Configure Additional Data
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 Field on Record (of Selectable Type) on Salesforce

Description:Emit new event (at regular intervals) when a field of your choosing is updated on any record of a specified Salesforce object. Field history tracking must be enabled for the chosen field. See the docs on [field history tracking](https://sforce.co/3mtj0rF) and [history objects](https://sforce.co/3Fn4lWB) for more information.

Version:0.1.11

Key:salesforce_rest_api-updated-field-on-record

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 words from "lodash/words.js";
import common from "../common.mjs";

const { salesforce } = common.props;

/**
 * Uses the Salesforce REST API's [sObject Get Updated endpoint](https://sforce.co/3yPSJZy) on the
 * [StandardObjectNamedHistory model](https://sforce.co/3Fn4lWB) to get changes to field values of
 * an sObject type. Associated sObject records are retrieved and emitted for history object records
 * matching configured `field` and `fieldUpdatedTo` prop values.
 */
export default {
  ...common,
  dedupe: "greatest",
  type: "source",
  name: "New Updated Field on Record (of Selectable Type)",
  key: "salesforce_rest_api-updated-field-on-record",
  description: "Emit new event (at regular intervals) when a field of your choosing is updated on any record of a specified Salesforce object. Field history tracking must be enabled for the chosen field. See the docs on [field history tracking](https://sforce.co/3mtj0rF) and [history objects](https://sforce.co/3Fn4lWB) for more information.",
  version: "0.1.11",
  props: {
    ...common.props,
    objectType: {
      type: common.props.objectType.type,
      label: common.props.objectType.label,
      description: common.props.objectType.description,
      propDefinition: [
        salesforce,
        "objectType",
        () => ({
          filter: ({
            replicateable,
            associateEntityType,
          }) => replicateable && associateEntityType === "History",
          mapper: ({ associateParentEntity: value }) => words(value).join(" "),
        }),
      ],
    },
    field: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
          filter: ({ updateable }) => updateable,
        }),
      ],
    },
    fieldUpdatedTo: {
      propDefinition: [
        salesforce,
        "fieldUpdatedTo",
      ],
    },
  },
  hooks: {
    ...common.hooks,
    async activate() {
      const {
        objectType,
        getObjectTypeDescription,
        setHistoryObjectType,
        setObjectTypeColumns,
      } = this;

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

      const historyObjectType = `${objectType}History`;

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

      setHistoryObjectType(historyObjectType);
      setObjectTypeColumns(columns);
    },
  },
  methods: {
    ...common.methods,
    getHistoryObjectType() {
      return this.db.get("historyObjectType");
    },
    setHistoryObjectType(historyObjectType) {
      this.db.set("historyObjectType", historyObjectType);
    },
    isRelevant(item) {
      const {
        field,
        fieldUpdatedTo,
      } = this;

      const isFieldRelevant =
        item.Field === field
        || item.Field === `${item.DataType}${field}`;

      const isFieldValueRelevant =
        !fieldUpdatedTo
        || item.NewValue === fieldUpdatedTo;

      return isFieldRelevant && isFieldValueRelevant;
    },
    generateMeta(event) {
      const {
        objectType,
        field,
      } = this;

      const {
        CreatedDate: createdDate,
        Id: id,
        [`${objectType}Id`]: objectId,
      } = event;

      const ts = Date.parse(createdDate);
      return {
        id: `${id}-${ts}`,
        summary: `${field} on ${objectType}: ${objectId}`,
        ts,
      };
    },
    async processEvent({
      startTimestamp, endTimestamp,
    }) {
      const {
        getHistoryObjectType,
        getObjectTypeColumns,
        setLatestDateCovered,
        isRelevant,
        paginate,
        generateMeta,
        $emit: emit,
      } = this;

      const objectType = getHistoryObjectType();
      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()
        .filter(isRelevant)
        .forEach((event) => {
          const meta = generateMeta(event);
          emit(event, 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.
	`timer`	`$.interface.timer`
Object Type	`objectType`	`string`	Select a value from the drop down menu.
Field	`field`	`string`	Select a value from the drop down menu.
Field Updated to	`fieldUpdatedTo`	`string`	If provided, the trigger will only fire when the updated field is an EXACT MATCH (including spacing and casing) to the value you provide in this field

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 Note on Cloze

Description:Creates a note in Cloze. [See the documentation](https://api.cloze.com/api-docs/#!/Content/post_v1_createcontent).

Version:0.0.1

Key:cloze-create-note

View on GitHub

Cloze Overview#

The Cloze API enables you to access and manage your Cloze CRM data programmatically. In Pipedream, you can create powerful, serverless workflows that react to events or run on schedules to automate tasks involving Cloze data. You could synchronize contacts, track communication history, or trigger actions based on updates in Cloze. By leveraging Pipedream's capacity to connect to a myriad of services, you can create multi-step workflows that involve other apps to streamline your business processes and harness the full potential of CRM automation.

Action Code#

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

export default {
  key: "cloze-create-note",
  name: "Create Note",
  description: "Creates a note in Cloze. [See the documentation](https://api.cloze.com/api-docs/#!/Content/post_v1_createcontent).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    uniqueId: {
      type: "string",
      label: "Unique ID",
      description: "A unique identifier for this content record. This will often be the unique Id in an external system so that updates can be matched up with the record in Cloze.",
    },
    source: {
      type: "string",
      label: "Source",
      description: "The source that this content record originally came from (Eg. `todoist.com`). Must be a valid domain.",
    },
    date: {
      type: "string",
      label: "Date",
      description: "When the content should show up in the timeline. Can be a string or a UTC timestamp in ms since the epoch. Eg. `2021-01-01` or `1609459200000`.",
      optional: true,
    },
    from: {
      type: "string",
      label: "From",
      description: "From address for this content record (the address of the person created the record). This can be an email address, phone number, social handle or app link (Eg. `na16.salesforce.com:006j000000Pkp1d`)",
      optional: true,
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "Subject of the communication record.",
      optional: true,
    },
    body: {
      type: "string",
      label: "Body",
      description: "Body text of the communication record.",
    },
    additionalData: {
      type: "object",
      label: "Additional Data",
      description: "Additional details for the note in JSON format. [See the documentation](https://api.cloze.com/api-docs/#!/Content/post_v1_createcontent).",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      app,
      uniqueId,
      date,
      from,
      source,
      subject,
      body,
      additionalData,
    } = this;

    const response = await app.addContentRecord({
      $,
      data: {
        uniqueid: uniqueId,
        date,
        style: "note",
        from,
        source,
        subject,
        body,
        ...additionalData,
      },
    });

    $.export("$summary", "Successfully created note.");

    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
Cloze	`app`	`app`	This component uses the Cloze app.
Unique ID	`uniqueId`	`string`	A unique identifier for this content record. This will often be the unique Id in an external system so that updates can be matched up with the record in Cloze.
Source	`source`	`string`	The source that this content record originally came from (Eg. `todoist.com`). Must be a valid domain.
Date	`date`	`string`	When the content should show up in the timeline. Can be a string or a UTC timestamp in ms since the epoch. Eg. `2021-01-01` or `1609459200000`.
From	`from`	`string`	From address for this content record (the address of the person created the record). This can be an email address, phone number, social handle or app link (Eg. `na16.salesforce.com:006j000000Pkp1d`)
Subject	`subject`	`string`	Subject of the communication record.
Body	`body`	`string`	Body text of the communication record.
Additional Data	`additionalData`	`object`	Additional details for the note in JSON format. See the documentation.

Action Authentication#

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

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

About Cloze#

Cloze automatically keeps track of your email, phone calls, text messages, meetings, documents, Evernote, LinkedIn, Facebook, and Twitter.

More Ways to Connect Cloze + Salesforce#

Other Popular Integrations#

Create Note with Cloze API on New Record (of Selectable Type) from Salesforce API

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Create Note with Cloze API on New Updated Field on Record (of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Cloze, 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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