Create Post with Circle 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 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.

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 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
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 Post on Circle

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

View on GitHub

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.

Label	Prop	Type	Description
Circle	`circle`	`app`	This component uses the Circle app.
Community ID	`communityId`	`string`	Select a value from the drop down menu.
Space ID	`spaceId`	`string`	Select a value from the drop down menu.
Status	`status`	`string`	Select a value from the drop down menu:`publisheddraftscheduled`
Published At	`publishedAt`	`string`	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`
Name	`name`	`string`	The name of the post
Body	`body`	`string`	The body of the post.
Is Pinned	`isPinned`	`boolean`	Whether the post is pinned to the top or not.
Is Comments Enabled	`isCommentsEnabled`	`boolean`	Whether comments are shown or not.
Is Comments Closed	`isCommentsClosed`	`boolean`	Whether users can comment or not.
Is Liking Enabled	`isLikingEnabled`	`boolean`	Whether links are enabled or not.
User Email	`userEmail`	`string`	Select 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.

More Ways to Connect Circle + Salesforce#

Other Popular Integrations#

Create Comment with Circle API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Circle

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

Pipedream makes it easy to connect APIs for Circle, 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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