Create Sticky with Mural 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 Sticky with the Mural API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Mural 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 Sticky action
1. Connect your Mural account
2. Select a Workspace ID
3. Select a Mural ID
4. Select a Shape
5. Configure X Position
6. Configure Y Position
7. Configure Text
8. Optional- Configure Title
9. Optional- Configure Height
10. Optional- Configure Width
11. Optional- Configure Hidden
12. Optional- Select one or more Tag IDs
13. Optional- Select a Parent ID
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 Sticky on Mural

Description:Create a new sticky note within a given mural. [See the documentation](https://developers.mural.co/public/reference/createstickynote)

Version:0.0.1

Key:mural-create-sticky

View on GitHub

Action Code#

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

export default {
  key: "mural-create-sticky",
  name: "Create Sticky",
  description: "Create a new sticky note within a given mural. [See the documentation](https://developers.mural.co/public/reference/createstickynote)",
  version: "0.0.1",
  type: "action",
  props: {
    mural,
    workspaceId: {
      propDefinition: [
        mural,
        "workspaceId",
      ],
    },
    muralId: {
      propDefinition: [
        mural,
        "muralId",
        (c) => ({
          workspaceId: c.workspaceId,
        }),
      ],
    },
    shape: {
      type: "string",
      label: "Shape",
      description: "The shape of the sticky note widget",
      options: [
        "circle",
        "rectangle",
      ],
    },
    xPosition: {
      type: "integer",
      label: "X Position",
      description: "The horizontal position of the widget in px. This is the distance from the left of the parent widget, such as an area. If the widget has no parent widget, this is the distance from the left of the mural.",
    },
    yPosition: {
      type: "integer",
      label: "Y Position",
      description: "The vertical position of the widget in px. This is the distance from the top of the parent widget, such as an area. If the widget has no parent widget, this is the distance from the top of the mural.",
    },
    text: {
      type: "string",
      label: "Text",
      description: "The text in the widget",
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the widget in the outline",
      optional: true,
    },
    height: {
      type: "integer",
      label: "Height",
      description: "The height of the widget in px",
      optional: true,
    },
    width: {
      type: "integer",
      label: "Width",
      description: "The width of the widget in px",
      optional: true,
    },
    hidden: {
      type: "boolean",
      label: "Hidden",
      description: "If `true`, the widget is hidden from non-facilitators. Applies only when the widget is in the outline",
      optional: true,
    },
    tagIds: {
      propDefinition: [
        mural,
        "tagIds",
        (c) => ({
          muralId: c.muralId,
        }),
      ],
    },
    parentId: {
      propDefinition: [
        mural,
        "widgetId",
        (c) => ({
          muralId: c.muralId,
          type: "areas",
        }),
      ],
      label: "Parent ID",
      description: "The ID of the area widget that contains the widget",
    },
  },
  async run({ $ }) {
    const response = await this.mural.createSticky({
      $,
      muralId: this.muralId,
      data: [
        {
          shape: this.shape,
          x: this.xPosition,
          y: this.yPosition,
          text: this.text,
          title: this.title,
          height: this.height,
          width: this.width,
          hidden: this.hidden,
          parentId: this.parentId,
        },
      ],
    });
    $.export("$summary", `Successfully created sticky note with ID: ${response.value[0].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
Mural	`mural`	`app`	This component uses the Mural app.
Workspace ID	`workspaceId`	`string`	Select a value from the drop down menu.
Mural ID	`muralId`	`string`	Select a value from the drop down menu.
Shape	`shape`	`string`	Select a value from the drop down menu:`circlerectangle`
X Position	`xPosition`	`integer`	The horizontal position of the widget in px. This is the distance from the left of the parent widget, such as an area. If the widget has no parent widget, this is the distance from the left of the mural.
Y Position	`yPosition`	`integer`	The vertical position of the widget in px. This is the distance from the top of the parent widget, such as an area. If the widget has no parent widget, this is the distance from the top of the mural.
Text	`text`	`string`	The text in the widget
Title	`title`	`string`	The title of the widget in the outline
Height	`height`	`integer`	The height of the widget in px
Width	`width`	`integer`	The width of the widget in px
Hidden	`hidden`	`boolean`	If `true`, the widget is hidden from non-facilitators. Applies only when the widget is in the outline
Tag IDs	`tagIds`	`string[]`	Select a value from the drop down menu.
Parent ID	`parentId`	`string`	Select a value from the drop down menu.

Action Authentication#

Mural uses OAuth authentication. When you connect your Mural account, Pipedream will open a popup window where you can sign into Mural and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Mural API.

Pipedream requests the following authorization scopes when you connect your account:

workspaces:readusers:readmurals:writemurals:readrooms:readidentity:readtemplates:read

About Mural#

Work better together with Mural's visual work platform.

More Ways to Connect Mural + Salesforce#

Other Popular Integrations#

Create Sticky with Mural API on New Record (of Selectable Type) from Salesforce API

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

Pipedream makes it easy to connect APIs for Mural, 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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