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

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Trigger workflow on

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

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Create Order with the ShipStation API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and ShipStation 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 Order action
1. Connect your ShipStation account
2. Configure Order Number
3. Configure Order Date
4. Select a Order Status
5. Configure Bill To
6. Configure Ship To
7. Optional- Configure Customer Username
8. Optional- Select a Customer Email
9. Optional- Configure Items
10. Optional- Configure Gift
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:0.2.3

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 common from "../common/common-updated-record.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: "0.2.3",
  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,
    getObjectType() {
      return this.objectType;
    },
  },
};

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#

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

Action#

Create Order on ShipStation

Description:Create a new order. [See docs here](https://www.shipstation.com/docs/api/orders/create-update-order)

Version:0.0.1

Key:shipstation-create-order

View on GitHub

ShipStation Overview#

The ShipStation API allows for streamlined management of shipping operations for e-commerce. With it, you can automate order processing, label creation, and tracking updates. Pipedream excels as a platform for integrating ShipStation with other services to create custom workflows.

Action Code#

import shipstation from "../../shipstation.app.mjs";
import constants from "../common/constants.mjs";
import utils from "../common/utils.mjs";

export default {
  key: "shipstation-create-order",
  name: "Create Order",
  description: "Create a new order. [See docs here](https://www.shipstation.com/docs/api/orders/create-update-order)",
  version: "0.0.1",
  type: "action",
  props: {
    shipstation,
    orderNumber: {
      label: "Order Number",
      description: "A user-defined order number used to identify an order.",
      type: "string",
    },
    orderDate: {
      label: "Order Date",
      description: "The date the order was placed. E.g. 2015-06-29T08:46:27.0000000",
      type: "string",
    },
    orderStatus: {
      label: "Order Status",
      description: "The order's status.",
      type: "string",
      options: constants.ORDER_STATUSES,
    },
    billTo: {
      label: "Bill To",
      description: "The recipients billing address. Use the [Address](https://www.shipstation.com/docs/api/models/address) model.",
      type: "string",
    },
    shipTo: {
      label: "Ship To",
      description: "The recipient's shipping address. Use the [Address](https://www.shipstation.com/docs/api/models/address) model.",
      type: "string",
    },
    customerUsername: {
      label: "Customer Username",
      description: "The customer's username. Note: This property needs to be defined in order to generate a customer profile",
      type: "string",
      optional: true,
    },
    customerEmail: {
      label: "Customer Email",
      description: "The customer's email address.",
      optional: true,
      propDefinition: [
        shipstation,
        "customerEmail",
      ],
    },
    items: {
      label: "Items",
      description: "An array of item objects. Use an array of [OrderItem](https://www.shipstation.com/docs/api/models/order-item) models.",
      type: "string[]",
      optional: true,
    },
    gift: {
      label: "Gift",
      description: "Specifies whether or not this Order is a gift",
      type: "boolean",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      orderNumber,
      orderDate,
      orderStatus,
      billTo,
      shipTo,
      customerUsername,
      customerEmail,
      items,
      gift,
    } = this;

    const parsedItems = typeof items !== "string" && items?.length
      ? items.map((item) => utils.parseStringToJSON(item))
      : utils.parseStringToJSON(items, []);

    const response = await this.shipstation.createOrder({
      data: {
        orderNumber,
        orderDate,
        orderStatus,
        billTo: utils.parseStringToJSON(billTo),
        shipTo: utils.parseStringToJSON(shipTo),
        customerUsername,
        customerEmail,
        items: parsedItems,
        gift,
      },
      $,
    });

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

    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
ShipStation	`shipstation`	`app`	This component uses the ShipStation app.
Order Number	`orderNumber`	`string`	A user-defined order number used to identify an order.
Order Date	`orderDate`	`string`	The date the order was placed. E.g. 2015-06-29T08:46:27.0000000
Order Status	`orderStatus`	`string`	Select a value from the drop down menu:`awaiting_paymentawaiting_shipmentshippedon_holdcancelled`
Bill To	`billTo`	`string`	The recipients billing address. Use the Address model.
Ship To	`shipTo`	`string`	The recipient's shipping address. Use the Address model.
Customer Username	`customerUsername`	`string`	The customer's username. Note: This property needs to be defined in order to generate a customer profile
Customer Email	`customerEmail`	`string`	Select a value from the drop down menu.
Items	`items`	`string[]`	An array of item objects. Use an array of OrderItem models.
Gift	`gift`	`boolean`	Specifies whether or not this Order is a gift

Action Authentication#

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

The ShipStation API uses Basic HTTP authentication. Use your ShipStation API Key as the username and API Secret as the password. You can find your API Key under Settings

About ShipStation#

Import, manage and ship your orders with ShipStation

More Ways to Connect ShipStation + Salesforce#

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

Pipedream makes it easy to connect APIs for ShipStation, Salesforce and 2,800+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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