Create PDF with PDF Charts API on New Outbound Message (Instant) from Salesforce API

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New Outbound Message (Instant) from the Salesforce API

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Create PDF with the PDF Charts API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and PDF Charts action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Outbound Message (Instant) trigger
1. Connect your Salesforce account
2. Configure infoBox
Configure the Create PDF action
1. Connect your PDF Charts account
2. Configure Document ID
3. Configure Data
4. Configure alert
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 Outbound Message (Instant) on Salesforce

Description:Emit new event when a new outbound message is received in Salesforce.

Version:0.1.7

Key:salesforce_rest_api-new-outbound-message

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 { XMLParser } from "fast-xml-parser";
import salesforce from "../../salesforce_rest_api.app.mjs";

export default {
  type: "source",
  name: "New Outbound Message (Instant)",
  key: "salesforce_rest_api-new-outbound-message",
  description: "Emit new event when a new outbound message is received in Salesforce.",
  version: "0.1.7",
  dedupe: "unique",
  props: {
    db: "$.service.db",
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    salesforce,
    infoBox: {
      type: "alert",
      alertType: "info",
      content: `See Salesforce's guide on [setting up Outbound Messaging](https://sforce.co/3JbZJom).
\\
Set the Outbound Message's \`Endpoint URL\` to the endpoint of this source, which you can view after it is created.
\\
The \`Send Session ID\` option must be enabled in Salesforce for validating outbound messages.`,
    },
  },
  methods: {
    _unwrapMessage(message) {
      const parser = new XMLParser({
        removeNSPrefix: true,
      });
      const obj = parser.parse(message);
      const notifications = obj["Envelope"]["Body"].notifications;
      return notifications;
    },
    _sendHttpResponse(successValue = true, status) {
      // eslint-disable-next-line multiline-ternary
      status = status ?? (successValue ? 200 : 400);
      this.http.respond({
        status,
        body: `
          <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
          xmlns:out="http://soap.sforce.com/2005/09/outbound">
            <soapenv:Header/>
            <soapenv:Body>
              <out:notificationsResponse>
                <out:Ack>${successValue}</out:Ack>
              </out:notificationsResponse>
            </soapenv:Body>
          </soapenv:Envelope>
        `,
        headers: {
          "content-type": "text/xml",
        },
      });
    },
    async _isValidSessionId(sessionId) {
      try {
        const data = await this.salesforce.getUserInfo(sessionId);
        return Boolean(data);
      } catch (err) {
        console.log("Error validating SessionId:", err);
        return false;
      }
    },
    async _isValidSource(data) {
      const { SessionId: sessionId } = data;
      if (!sessionId) {
        throw new Error("The outbound message is missing a Session ID. Please configure the outbound message to send Session ID to validate the webhook source.");
      }

      return this._isValidSessionId(sessionId);
    },
    generateMeta(data) {
      const {
        ActionId: actionId,
        Notification: { Id: eventId },
      } = data;
      const id = `${eventId}-${actionId}`;
      const summary = JSON.stringify(data);
      const ts = Date.now();
      return {
        id,
        summary,
        ts,
      };
    },
  },
  async run(event) {
    const { bodyRaw } = event;
    this._sendHttpResponse(true);
    const data = this._unwrapMessage(bodyRaw);
    if (!(await this._isValidSource(data))) {
      console.log("Skipping event from unrecognized source");
      return;
    }

    let notifications = data.Notification;
    if (!Array.isArray(notifications)) {
      notifications = [
        data.Notification,
      ];
    }

    notifications.forEach((n) => {
      const notification = Object.assign(data, {
        Notification: n,
      });
      this.$emit(notification, this.generateMeta(notification));
    });
  },
};

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
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.
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.

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 PDF on PDF Charts

Description:Create a PDF document using PDF Charts. [See the documentation](https://www.pdf-charts.com/playground)

Version:0.0.1

Key:pdf_charts-create-pdf

View on GitHub

PDF Charts Overview#

The PDF Charts API allows users to create high-quality, customizable PDF documents featuring various chart types directly from data. This API is especially valuable in automated reporting systems, data visualization for analytics, and dynamically generated financial or operational reports. By integrating this API with Pipedream, you can automate the generation and distribution of these documents based on triggers from numerous other apps and data sources, streamlining processes like monthly sales reporting, customer analytics, or resource management.

Action Code#

import pdfCharts from "../../pdf_charts.app.mjs";

export default {
  key: "pdf_charts-create-pdf",
  name: "Create PDF",
  description: "Create a PDF document using PDF Charts. [See the documentation](https://www.pdf-charts.com/playground)",
  version: "0.0.1",
  type: "action",
  props: {
    pdfCharts,
    documentId: {
      type: "string",
      label: "Document ID",
      description: "ID of the document for PDF creation",
    },
    data: {
      type: "object",
      label: "Data",
      description: "Values for elements in the document. See the PDF Charts [Playground](https://www.pdf-charts.com/playground) for example data.",
    },
    alert: {
      type: "alert",
      alertType: "info",
      content: `Data Example: 
        \n\`{"day":"Monday","item1713508000534":{"title":{"x":"center","text":"Sample Bar Chart"},"xAxis":{"data":["Category 1","Category 2","Category 3","Category 4","Category 5"],"type":"category","axisTick":{"show":false} },"yAxis":{"type":"value"},"series":[{"data":[{"value":20},{"value":200},{"value":150},{"value":80},{"value":70}],"name":"Data","type":"bar"}]} }\`
        \n\n Note: To find the correct element id(s) (ex. item1713508000534), select the document in PDF Charts and click the edit icon.`,
    },
  },
  async run({ $ }) {
    const response = await this.pdfCharts.createPdf({
      $,
      data: {
        documentId: this.documentId,
        data: typeof this.data === "string"
          ? JSON.parse(this.data)
          : this.data,
        output: "json",
      },
    });
    $.export("$summary", `Successfully created PDF: ${response.signedUrl}`);
    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
PDF Charts	`pdfCharts`	`app`	This component uses the PDF Charts app.
Document ID	`documentId`	`string`	ID of the document for PDF creation
Data	`data`	`object`	Values for elements in the document. See the PDF Charts Playground for example data.

Action Authentication#

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