Create Or Update Company with Cloze API on New Record (of Selectable Type) from Salesforce API

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New Record (of Selectable Type) from the Salesforce API

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Create Or Update Company 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 Record (of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
Configure the Create Or Update Company action
1. Connect your Cloze account
2. Optional- Configure Company Name
3. Optional- Configure Emails
4. Optional- Configure Phones
5. Optional- Configure Domains
6. Optional- Select a Segment
7. Optional- Configure Step
8. Optional- Select a Stage
9. Optional- Configure Assign To
10. 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 Record (of Selectable Type) on Salesforce

Description:Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See [the docs](https://sforce.co/3yPSJZy) for more information.

Version:0.0.6

Key:salesforce_rest_api-new-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 startCase from "lodash/startCase.js";

import common from "../common.mjs";

export default {
  ...common,
  type: "source",
  name: "New Record (of Selectable Type)",
  key: "salesforce_rest_api-new-record",
  description: "Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See [the docs](https://sforce.co/3yPSJZy) for more information.",
  version: "0.0.6",
  hooks: {
    ...common.hooks,
    async activate() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

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

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

      setObjectTypeColumns(columns);
    },
  },
  methods: {
    ...common.methods,
    generateMeta(item, fieldName) {
      const { objectType } = this;
      const {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateMeta,
        $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 = generateMeta(item, fieldName);
          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.
	`timer`	`$.interface.timer`
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 Or Update Company on Cloze

Description:Create a new company or enhance an existing company within Cloze. Companies can be created with just a domain name or both a name and another unique identifier such as a phone number and email address. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Companies/post_v1_companies_create).

Version:0.0.1

Key:cloze-create-update-company

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";
import utils from "../../common/utils.mjs";

export default {
  key: "cloze-create-update-company",
  name: "Create Or Update Company",
  description: "Create a new company or enhance an existing company within Cloze. Companies can be created with just a domain name or both a name and another unique identifier such as a phone number and email address. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Companies/post_v1_companies_create).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Company Name",
      description: "The name of the company.",
      optional: true,
    },
    emails: {
      type: "string[]",
      label: "Emails",
      description: "The emails of the company. Each email should be a JSON object with `value` key. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Companies/post_v1_companies_create).",
      optional: true,
    },
    phones: {
      type: "string[]",
      label: "Phones",
      description: "The phones of the company. Each phone should be a JSON object with `value` key. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Companies/post_v1_companies_create).",
      optional: true,
    },
    domains: {
      type: "string[]",
      label: "Domains",
      description: "The domains of the company.",
      optional: true,
    },
    segment: {
      type: "string",
      label: "Segment",
      description: "The segment of the company.",
      optional: true,
      options: [
        "customer",
        "partner",
        "supplier",
        "investor",
        "advisor",
        "competitor",
        "custom1",
        "custom2",
        "custom3",
        "custom4",
        "custom5",
        "coworker",
        "family",
        "friend",
        "network",
        "personal1",
        "personal2",
      ],
    },
    step: {
      type: "string",
      label: "Step",
      description: "Unique Id of Next Step",
      optional: true,
    },
    stage: {
      type: "string",
      label: "Stage",
      description: "The stage of the company.",
      optional: true,
      options: [
        {
          label: "Lead Stage",
          value: "lead",
        },
        {
          label: "Potential Stage",
          value: "future",
        },
        {
          label: "Active Stage",
          value: "current",
        },
        {
          label: "Inactive Stage",
          value: "past",
        },
        {
          label: "Lost Stage",
          value: "out",
        },
      ],
    },
    assignTo: {
      type: "string",
      label: "Assign To",
      description: "Assign this company to this team member.",
      optional: true,
    },
    additionalData: {
      type: "object",
      label: "Additional Data",
      description: "Additional details for the company in JSON format. [See the documentation](https://api.cloze.com/api-docs/#!/Relations_-_Companies/post_v1_companies_create).",
      optional: true,
    },
  },
  methods: {
    createCompany(args = {}) {
      return this.app.post({
        path: "/companies/create",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createCompany,
      name,
      emails,
      phones,
      domains,
      segment,
      step,
      stage,
      assignTo,
      additionalData,
    } = this;

    const response = await createCompany({
      $,
      data: {
        name,
        emails: utils.parseArray(emails),
        phones: utils.parseArray(phones),
        domains,
        segment,
        step,
        stage,
        assignTo,
        ...additionalData,
      },
    });

    $.export("$summary", "Successfully created/updated company.");
    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.
Company Name	`name`	`string`	The name of the company.
Emails	`emails`	`string[]`	The emails of the company. Each email should be a JSON object with `value` key. See the documentation.
Phones	`phones`	`string[]`	The phones of the company. Each phone should be a JSON object with `value` key. See the documentation.
Domains	`domains`	`string[]`	The domains of the company.
Segment	`segment`	`string`	Select a value from the drop down menu:`customerpartnersupplierinvestoradvisorcompetitorcustom1custom2custom3custom4custom5coworkerfamilyfriendnetworkpersonal1personal2`
Step	`step`	`string`	Unique Id of Next Step
Stage	`stage`	`string`	Select a value from the drop down menu:`{ "label": "Lead Stage", "value": "lead" }{ "label": "Potential Stage", "value": "future" }{ "label": "Active Stage", "value": "current" }{ "label": "Inactive Stage", "value": "past" }{ "label": "Lost Stage", "value": "out" }`
Assign To	`assignTo`	`string`	Assign this company to this team member.
Additional Data	`additionalData`	`object`	Additional details for the company 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#

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Create Or Update Company with Cloze API on New 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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