Create Opportunity with DevRev API on New Record (Instant, of Selectable Type) from Salesforce API

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Trigger workflow on

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

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Create Opportunity with the DevRev API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and DevRev 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 Opportunity action
1. Connect your DevRev account
2. Select a Applies To Part
3. Select one or more Owned By
4. Configure Title
5. Optional- Configure Body
6. Optional- Select one or more Custom Schema Fragments
7. Optional- Select one or more Tags
8. Optional- Select one or more Reported By
9. Select a Account
10. Optional- Select a Priority
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 Opportunity on DevRev

Description:Creates a new opportunity in DevRev. [See the documentation](https://devrev.ai/docs/apis/beta-api-spec#/operations/works-create)

Version:0.0.2

Key:devrev-create-opportunity

View on GitHub

DevRev Overview#

The DevRev API bridges the gap between developers and customers, enabling teams to interact with customer data, handle support issues, and integrate with various development workflows. Within Pipedream, you can wield this API to automate tasks like syncing customer feedback with your issue trackers, updating CRM records, or triggering custom notifications based on customer interactions.

Action Code#

import common from "../common/common-work-object.mjs";

export default {
  ...common,
  key: "devrev-create-opportunity",
  name: "Create Opportunity",
  description: "Creates a new opportunity in DevRev. [See the documentation](https://devrev.ai/docs/apis/beta-api-spec#/operations/works-create)",
  version: "0.0.2",
  type: "action",
  props: {
    ...common.props,
    reportedBy: {
      propDefinition: [
        common.props.devrev,
        "userIds",
      ],
      label: "Reported By",
      description: "The users that reported the work",
      optional: true,
    },
    accountId: {
      propDefinition: [
        common.props.devrev,
        "accountId",
      ],
    },
    priority: {
      propDefinition: [
        common.props.devrev,
        "priority",
      ],
    },
  },
  methods: {
    ...common.methods,
    getType() {
      return "opportunity";
    },
  },
};

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
DevRev	`devrev`	`app`	This component uses the DevRev app.
Applies To Part	`appliesToPart`	`string`	Select a value from the drop down menu.
Owned By	`ownedBy`	`string[]`	Select a value from the drop down menu.
Title	`title`	`string`	Title of the work object
Body	`body`	`string`	Body of the work object
Custom Schema Fragments	`customSchemaFragments`	`string[]`	Select a value from the drop down menu.
Tags	`tagIds`	`string[]`	Select a value from the drop down menu.
Reported By	`reportedBy`	`string[]`	Select a value from the drop down menu.
Account	`accountId`	`string`	Select a value from the drop down menu.
Priority	`priority`	`string`	Select a value from the drop down menu:`p0p1p2p3`

Action Authentication#

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

Generate a Personal Access Token (PAT)

In the DevRev app, go to the relevant dev org.
Go to Settings > Account > Personal Access Token.
Click New token and follow the workflow to create your PAT.

As the token value is not retrievable later, we recommend using descriptive names for PATs as it can help you differentiate between multiple PATs.

Copy the PAT and store it securely. Once you go to another page, you cannot retrieve this PAT again.

About DevRev#

DevRev is a platform for managing developer-customer relationships that allow developers to build, support, and grow their businesses.

More Ways to Connect DevRev + Salesforce#

Other Popular Integrations#

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

Salesforce + DevRev

Create Opportunity with DevRev API on New Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for DevRev, 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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