Create Paragraph with Papyrs 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 Paragraph with the Papyrs API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Papyrs 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 Paragraph action
1. Connect your Papyrs account
2. Optional- Configure Subsite
3. Select a Page
4. Configure Value
5. Optional- Select a Format
6. Optional- Select a Style Class
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 Paragraph on Papyrs

Description:Create a new Paragraph in a page. [See the docs here](https://about.papyrs.com/@docs/API#Create-Text-box/Heading)

Version:0.0.1

Key:papyrs-create-paragraph

View on GitHub

Papyrs Overview#

The Papyrs API facilitates the creation and manipulation of rich text documents in your Papyrs intranet. With it, you can automate the handling of text-documents, forms, and pages within your organization's Papyrs account. When combined with Pipedream's capacity to connect to various APIs, the Papyrs API can be a powerful tool for document-driven workflow automation. You can trigger actions in Papyrs based on events from other apps, process Papyrs data for insights, or synchronize Papyrs content with external systems, databases, or file storage solutions.

Action Code#

import app from "../../papyrs.app.mjs";
import options from "../../common/enums.mjs";

export default {
  name: "Create Paragraph",
  description: "Create a new Paragraph in a page. [See the docs here](https://about.papyrs.com/@docs/API#Create-Text-box/Heading)",
  key: "papyrs-create-paragraph",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    subsite: {
      propDefinition: [
        app,
        "subsite",
      ],
    },
    page: {
      propDefinition: [
        app,
        "page",
      ],
    },
    value: {
      propDefinition: [
        app,
        "value",
      ],
    },
    format: {
      propDefinition: [
        app,
        "format",
      ],
    },
    styleClass: {
      type: "string",
      label: "Style Class",
      description: "The style class of the paragraph.",
      options: options.CREATE_PARAGRAPH_STYLE_CLASS,
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      widget: {
        val: this.value,
        format: this.format,
        styleclass: this.styleClass,
      },
    };
    const res = await this.app.createParagraph(
      data,
      this.page,
      this.subsite,
      $,
    );
    $.export("$summary", "Pargraph successfully created");
    return res;
  },
};

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
Papyrs	`app`	`app`	This component uses the Papyrs app.
Subsite	`subsite`	`string`	The subsite to use for this action. Use `home` for the default subsite.
Page	`page`	`string`	Select a value from the drop down menu.
Value	`value`	`string`	The value of the widget.
Format	`format`	`string`	Select a value from the drop down menu:`{ "value": "html", "label": "html — The value is HTML and is used unescaped (but sanitized to remove certain tags)." }{ "value": "text", "label": "text — The value is Text, any HTML tags are escaped, and line breaks are converted." }`
Style Class	`styleClass`	`string`	Select a value from the drop down menu:`blockquotenoteemphasisthin`

Action Authentication#

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

To get your API Token, go to Site Settings > Integrations & SSO > API to request API access to your account.

Once API support is enabled, Site Owners can go to Site Settings > Integrations & SSO and click Generate Token to create a new unique API token for users.
You can get your Site Name by looking at the URL on your Papyrs dashboard -- it has the structure, https://{site_name}.papyrs.com/@home/Getting-Started.

About Papyrs#

Dream up your own intranet site or internal wiki with simple drag & drop. Easily share and collect information, files, discussions, online forms and much more -- work better together with colleagues and clients.

More Ways to Connect Papyrs + Salesforce#

Other Popular Integrations#

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

Salesforce + Papyrs

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

Pipedream makes it easy to connect APIs for Papyrs, 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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