← Salesforce + Circle integrations

Create Post with Circle 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 Post with the Circle API
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Getting Started

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

  1. Select this integration
  2. Configure the New Outbound Message (Instant) trigger
    1. Connect your Salesforce account
    2. Configure infoBox
  3. Configure the Create Post action
    1. Connect your Circle account
    2. Select a Community ID
    3. Select a Space ID
    4. Optional- Select a Status
    5. Optional- Configure Published At
    6. Configure Name
    7. Configure Body
    8. Configure Is Pinned
    9. Configure Is Comments Enabled
    10. Configure Is Comments Closed
    11. Optional- Configure Is Liking Enabled
    12. Optional- Select a User Email
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a new outbound message is received in Salesforce.
Version:0.1.7
Key:salesforce_rest_api-new-outbound-message

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.
LabelPropTypeDescription
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.
SalesforcesalesforceappThis 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

Description:Create a new post in a selected space within your Circle community. [See the documentation](https://api.circle.so/#ffc804e8-02a8-48dc-a5c8-dc278f909fa4)
Version:0.0.1
Key:circle-create-post

Circle Overview

The Circle API enables developers to tap into the heart of their Circle community platform, allowing them to read and write various types of community data programmatically. With this API, you can automate community management tasks, extract insights, manage members, and create a more dynamic and integrated community experience. By leveraging the Circle API within Pipedream's ecosystem, you can stitch together powerful workflows that react to events in Circle, push data to other services, and streamline community operations.

Action Code

import circle from "../../circle.app.mjs";

export default {
  key: "circle-create-post",
  name: "Create Post",
  description: "Create a new post in a selected space within your Circle community. [See the documentation](https://api.circle.so/#ffc804e8-02a8-48dc-a5c8-dc278f909fa4)",
  version: "0.0.1",
  type: "action",
  props: {
    circle,
    communityId: {
      propDefinition: [
        circle,
        "communityId",
      ],
    },
    spaceId: {
      propDefinition: [
        circle,
        "spaceId",
        ({ communityId }) => ({
          communityId,
        }),
      ],
    },
    status: {
      type: "string",
      label: "Status",
      description: "The post's status. **Default is published**",
      options: [
        "published",
        "draft",
        "scheduled",
      ],
      optional: true,
    },
    publishedAt: {
      type: "string",
      label: "Published At",
      description: "Acts as the publish time and is required when **status** is `scheduled`. Must be in the past when **status** is `published`. `Format: YYYY-MM-DDTHH:MM:SS.SSSZ`",
      optional: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the post",
    },
    body: {
      propDefinition: [
        circle,
        "body",
      ],
    },
    isPinned: {
      type: "boolean",
      label: "Is Pinned",
      description: "Whether the post is pinned to the top or not.",
      default: true,
    },
    isCommentsEnabled: {
      type: "boolean",
      label: "Is Comments Enabled",
      description: "Whether comments are shown or not.",
      default: true,
    },
    isCommentsClosed: {
      type: "boolean",
      label: "Is Comments Closed",
      description: "Whether users can comment or not.",
      default: false,
    },
    isLikingEnabled: {
      type: "boolean",
      label: "Is Liking Enabled",
      description: "Whether links are enabled or not.",
      optional: true,
    },
    userEmail: {
      propDefinition: [
        circle,
        "userEmail",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.circle.createPost({
      params: {
        community_id: this.communityId,
        space_id: this.spaceId,
        status: this.status,
        published_at: this.publishedAt,
        name: this.name,
        body: this.body,
        is_pinned: this.isPinned,
        is_comments_enabled: this.isCommentsEnabled,
        is_comments_closed: this.isCommentsClosed,
        is_liking_enabled: this.isLikingEnabled,
        user_email: this.userEmail,
      },
    });

    if (!response.success) {
      throw new Error(response.errors || response.message);
    }

    $.export("$summary", `Successfully created post with ID: ${response.post?.id}`);
    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.

LabelPropTypeDescription
CirclecircleappThis component uses the Circle app.
Community IDcommunityIdstringSelect a value from the drop down menu.
Space IDspaceIdstringSelect a value from the drop down menu.
StatusstatusstringSelect a value from the drop down menu:publisheddraftscheduled
Published AtpublishedAtstring

Acts as the publish time and is required when status is scheduled. Must be in the past when status is published. Format: YYYY-MM-DDTHH:MM:SS.SSSZ

Namenamestring

The name of the post

Bodybodystring

The body of the post.

Is PinnedisPinnedboolean

Whether the post is pinned to the top or not.

Is Comments EnabledisCommentsEnabledboolean

Whether comments are shown or not.

Is Comments ClosedisCommentsClosedboolean

Whether users can comment or not.

Is Liking EnabledisLikingEnabledboolean

Whether links are enabled or not.

User EmailuserEmailstringSelect a value from the drop down menu.

Action Authentication

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

To retrieve your API keys,

  • Navigate to your Circle account and sign in
  • Go to “Settings” > “Account” > “API”

About Circle

The all-in-one community platform for creators and brands.

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