← Salesforce + Shortcut integrations

Create Story with Shortcut API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

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Trigger workflow on
New Deleted Record (Instant, of Selectable Type) from the Salesforce API
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Create Story with the Shortcut API
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Getting Started

This integration creates a workflow with a Salesforce trigger and Shortcut 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 Deleted Record (Instant, of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Select a Object Type
  3. Configure the Create Story action
    1. Connect your Shortcut account
    2. Configure Archived
    3. Optional- Configure Comment
    4. Optional- Configure Completed at Override Date
    5. Optional- Configure Created at Date
    6. Optional- Configure Due Date
    7. Optional- Configure Description
    8. Optional- Select a Epic ID
    9. Optional- Configure Estimate
    10. Optional- Configure External Id
    11. Optional- Configure External Links
    12. Optional- Select one or more File Ids
    13. Optional- Select one or more Follower Ids
    14. Optional- Select a Iteration Id
    15. Optional- Configure Label
    16. Optional- Select one or more Linked File Ids
    17. Configure Name
    18. Optional- Select one or more Owner Ids
    19. Select a Project Id
    20. Optional- Select a Requested by ID
    21. Optional- Configure Started at Override Date
    22. Optional- Configure Story Link
    23. Optional- Select a Story Type
    24. Optional- Configure Task
    25. Optional- Configure Updated at Date
    26. Optional- Select a Workflow State Id
  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 record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)
Version:0.1.0
Key:salesforce_rest_api-record-deleted-instant

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";

export default {
  ...common,
  type: "source",
  name: "New Deleted Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-deleted-instant",
  description: "Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)",
  version: "0.1.0",
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { Old: oldObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = oldObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "deleted";
    },
    async processTimerEvent(eventData) {
      const {
        startTimestamp,
        endTimestamp,
      } = eventData;
      const {
        deletedRecords,
        latestDateCovered,
      } = await this.salesforce.getDeletedForObjectType(
        this.objectType,
        startTimestamp,
        endTimestamp,
      );
      this.setLatestDateCovered(latestDateCovered);

      // When a record is deleted, the `getDeleted` API only shows the ID of the
      // deleted item and the date in which it was deleted.
      deletedRecords.forEach((item) => {
        const meta = this.generateTimerMeta(item);
        this.$emit(item, meta);
      });
    },
  },
};

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
SalesforcesalesforceappThis component uses the Salesforce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
timer$.interface.timer

The timer is only used as a fallback if instant event delivery (webhook) is not available.

Object TypeobjectTypestringSelect 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

Description:Creates a new story in your Shortcut account. See [Create Story](https://shortcut.com/api/rest/v3#Create-Story) in Shortcut Rest API, V3 reference for endpoint documentation.
Version:0.0.1
Key:shortcut-create-story

Shortcut Overview

The Shortcut (formerly Clubhouse.io) API empowers teams to automate project management tasks, streamline workflows, and integrate with other tools seamlessly. Using the API through Pipedream, you can trigger actions based on project updates, synchronize data across platforms, and manipulate Shortcut resources like stories, epics, and sprints programmatically. This ability to interact with Shortcut entities opens up a plethora of automation possibilities, optimizing the development cycle and communication pathways.

Action Code

const shortcut = require("../../shortcut.app");
const get = require("lodash/get");
const validate = require("validate.js");
const utils = require("../../utils");
const constants = require("../../constants");

module.exports = {
  key: "shortcut-create-story",
  name: "Create Story",
  description: "Creates a new story in your Shortcut account. See [Create Story](https://shortcut.com/api/rest/v3#Create-Story) in Shortcut Rest API, V3 reference for endpoint documentation.",
  version: "0.0.1",
  type: "action",
  props: {
    shortcut,
    archived: {
      type: "boolean",
      label: "Archived",
      description: "Controls the story's archived state.",
      default: false,
    },
    comment: {
      type: "object",
      label: "Comment",
      description:
        "A comment object attached to the story must have the following structure: `author_id` which is the member ID of the Comment’s author  (defaults to the user identified by the API token), `created_at` which defaults to the time/date the comment is created, but can be set to reflect another date, `external_id` field that can be set to another unique ID. In the case that the comment has been imported from another tool, the ID in the other tool can be indicated here, `text` is the comment text, and `updated_at` which defaults to the time/date the comment is last updated in Shortcut but can be set to reflect another time/date. See [CreateStoryCommentParams](https://shortcut.com/api/rest/v3#CreateStoryCommentParams) for more info.",
      optional: true,
    },
    completedAtOverride: {
      type: "string",
      label: "Completed at Override Date",
      description:
        "A manual override for the time/date the Story was completed.",
      optional: true,
    },
    createdAt: {
      type: "string",
      label: "Created at Date",
      description: "The time/date the Story was created.",
      optional: true,
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "The due date of the story.",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "The description of the story.",
      default: "",
      optional: true,
    },
    epicId: {
      type: "integer",
      label: "Epic ID",
      description: "The unique identifier of the epic the story belongs to.",
      async options() {
        let options = [];
        const epics = await this.shortcut.callWithRetry("listEpics");
        const isEpicDataAvailable = get(epics, [
          "data",
          "length",
        ]);
        if (!isEpicDataAvailable) {
          return options;
        }
        options = epics.data.map((epic) => ({
          label: epic.name,
          value: epic.id,
        }));
        return options;
      },
      optional: true,
    },
    estimate: {
      type: "integer",
      label: "Estimate",
      description:
        "The numeric point estimate of the story. Can also be null, which means unestimated.",
      optional: true,
    },
    externalId: {
      type: "string",
      label: "External Id",
      description:
        "This field can be set to another unique ID. In the case that the Story has been imported from another tool, the ID in the other tool can be indicated here.",
      optional: true,
    },
    externalLinks: {
      type: "string[]",
      label: "External Links",
      description: "A string array of External Links associated with this story.",
      optional: true,
    },
    fileIds: {
      type: "integer[]",
      label: "File Ids",
      description: "An array of IDs of files attached to the story.",
      async options() {
        let options = [];
        const files = await this.shortcut.callWithRetry("listFiles");
        const isFileDataAvailable = get(files, [
          "data",
          "length",
        ]);
        if (!isFileDataAvailable) {
          return options;
        }
        options = files.data.map((file) => ({
          label: file.name,
          value: file.id,
        }));
        return options;
      },
      optional: true,
    },
    followerIds: {
      type: "string[]",
      label: "Follower Ids",
      description: "A string array of UUIDs of the followers of this story.",
      async options() {
        return await this.shortcut.listMembersAsOptions();
      },
      optional: true,
    },
    iterationId: {
      type: "integer",
      label: "Iteration Id",
      description: "The ID of the iteration the story belongs to.",
      async options() {
        let options = [];
        const iterations = await this.shortcut.callWithRetry("listIterations");
        const isIterationDataAvailable = get(iterations, [
          "data",
          "length",
        ]);
        if (!isIterationDataAvailable) {
          return options;
        }
        options = iterations.data.map((iteration) => ({
          label: iteration.name,
          value: iteration.id,
        }));
        return options;
      },
      optional: true,
    },
    label: {
      type: "object",
      label: "Label",
      description:
        "A label object attached to the story. Each label object must have the following structure: `color` which is an string with the hex color to be displayed with the Label i.e. \"#ff0000\", and a string `name` for the name of the Label. See [CreateLabelParams](https://shortcut.com/api/rest/v3#CreateLabelParams) for more info.",
      optional: true,
    },
    linkedFileIds: {
      type: "integer[]",
      label: "Linked File Ids",
      description:
        "An array of IDs of linked files attached to the story.",
      async options() {
        let options = [];
        const linkedFiles = await this.shortcut.callWithRetry("listLinkedFiles");
        const isLinkedFilesDataAvailable = get(linkedFiles, [
          "data",
          "length",
        ]);
        if (!isLinkedFilesDataAvailable) {
          return options;
        }
        options = linkedFiles.data.map((linkedFile) => ({
          label: linkedFile.name,
          value: linkedFile.id,
        }));
        return options;
      },
      optional: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the story.",
    },
    ownerIds: {
      type: "string[]",
      label: "Owner Ids",
      description: "A string array of UUIDs of the owners of this story.",
      async options() {
        return await this.shortcut.listMembersAsOptions();
      },
      optional: true,
    },
    projectId: {
      type: "integer",
      label: "Project Id",
      description: "The ID of the project the story belongs to.",
      async options() {
        let options = [];
        const projects = await this.shortcut.callWithRetry("listProjects");
        const isProjectDataAvailable = get(projects, [
          "data",
          "length",
        ]);
        if (!isProjectDataAvailable) {
          return options;
        }
        options = projects.data.map((project) => ({
          label: project.name,
          value: project.id,
        }));
        return options;
      },
    },
    requestedById: {
      type: "string",
      label: "Requested by ID",
      description: "The ID of the member that requested the story.",
      async options() {
        return await this.shortcut.listMembersAsOptions();
      },
      optional: true,
    },
    startedAtOverride: {
      type: "string",
      label: "Started at Override Date",
      description: "A manual override for the time/date the Story was started.",
      optional: true,
    },
    storyLink: {
      type: "object",
      label: "Story Link",
      description:
        "An story link object attached to the story must have the following structure: `object_id` is the unique ID of the story defined as object, `subject_id` is the unique ID of the story defined as subject, and `verb` which indicates how the subject story acts on the object story, valid values are `blocks`, `duplicates`, or `relates to`. See [CreateStoryLinkParams](https://shortcut.com/api/rest/v3#CreateStoryLinkParams) for more info.",
      optional: true,
    },
    storyType: {
      type: "string",
      label: "Story Type",
      description: "The type of story (feature, bug, chore).",
      options: constants.STORY_TYPES,
      default: "feature",
      optional: true,
    },
    task: {
      type: "object",
      label: "Task",
      description:
        "A task object attached to the story must have the following structure: `complete` which is a boolean, indicating whether the task is completed (defaults to `false`), `created_at` which defaults to the time/date the task is created but can be set to reflect another creation time/date, `description` as a description for the task, `external_id` a field can be set to another unique ID. In the case that the task has been imported from another tool, the ID in the other tool can be indicated here, `owner_ids` as an array of UUIDs for any members you want to add as owners on this new task, `updated_at` which defaults to the time/date the task was last updated in Shortcut but can be set to reflect another time/date. See [CreateTaskParams](https://shortcut.com/api/rest/v3#CreateTaskParams) for more info.",
      optional: true,
    },
    updatedAt: {
      type: "string",
      label: "Updated at Date",
      description: "The time/date the story was updated.",
      optional: true,
    },
    workflowStateId: {
      type: "integer",
      label: "Workflow State Id",
      description: "The ID of the workflow state the story will be in.",
      async options() {
        let options = [];
        const workflows = await this.shortcut.callWithRetry("listWorkflows");
        const isWorkflowDataAvailable = get(workflows, [
          "data",
          "length",
        ]);
        if (!isWorkflowDataAvailable) {
          return options;
        }
        return workflows.data.reduce(function (options, workflow) {
          const hasState = get(workflow, [
            "states",
            "length",
          ]);
          if (!hasState) {
            return options;
          }
          const optionsToAdd = workflow.states.map((state) => ({
            label: `${state.name} (${workflow.name})`,
            value: `${state.id}`,
          }));
          return options.concat(optionsToAdd);
        }, []);
      },
      optional: true,
    },
  },
  async run() {
    const constraints = {
      name: {
        length: {
          maximum: 512,
        },
      },
      description: {
        length: {
          maximum: 100000,
        },
      },
      externalLinks: utils.validateArrayWhenPresent,
      fileIds: utils.validateArrayWhenPresent,
      followerIds: utils.validateArrayWhenPresent,
      inkedFileIds: utils.validateArrayWhenPresent,
      ownerIds: utils.validateArrayWhenPresent,
    };
    const validationResult = validate(
      {
        name: this.name,
        description: this.description,
        externalLinks: this.externalLinks,
        fileIds: this.fileIds,
        followerIds: this.followerIds,
        linkedFileIds: this.linkedFileIds,
        ownerIds: this.ownerIds,
      },
      constraints,
    );
    utils.checkValidationResults(validationResult);
    const story = {
      archived: this.archived,
      completed_at_override: this.completedAtOverride,
      created_at: this.createdAt,
      deadline: this.dueDate,
      description: this.description,
      epic_id: this.epicId,
      estimate: this.estimate,
      external_id: this.externalId,
      external_links: this.externalLinks,
      file_ids: this.fileIds,
      follower_ids: this.followerIds,
      iteration_id: this.iterationId,
      linked_file_ids: this.linkedFileIds,
      name: this.name,
      owner_ids: this.ownerIds,
      project_id: this.projectId,
      requested_by_id: this.requestedById,
      started_at_override: this.startedAtOverride,
      story_type: this.storyType,
      updated_at: this.updatedAt,
      workflow_state_id: this.workflowStateId,
    };
    const comment = utils.convertEmptyStringToUndefined(this.comment);
    if (comment) {
      story.comments = [
        comment,
      ];
    }
    const label = utils.convertEmptyStringToUndefined(this.label);
    if (label) {
      story.labels = [
        label,
      ];
    }
    const storyLink = utils.convertEmptyStringToUndefined(this.storyLink);
    if (storyLink) {
      story.story_links = [
        storyLink,
      ];
    }
    const task = utils.convertEmptyStringToUndefined(this.task);
    if (task) {
      story.tasks = [
        task,
      ];
    }
    const resp = await this.shortcut.callWithRetry("createStory", story);
    return resp.data;
  },
};

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
ShortcutshortcutappThis component uses the Shortcut app.
Archivedarchivedboolean

Controls the story's archived state.

Commentcommentobject

A comment object attached to the story must have the following structure: author_id which is the member ID of the Comment’s author (defaults to the user identified by the API token), created_at which defaults to the time/date the comment is created, but can be set to reflect another date, external_id field that can be set to another unique ID. In the case that the comment has been imported from another tool, the ID in the other tool can be indicated here, text is the comment text, and updated_at which defaults to the time/date the comment is last updated in Shortcut but can be set to reflect another time/date. See CreateStoryCommentParams for more info.

Completed at Override DatecompletedAtOverridestring

A manual override for the time/date the Story was completed.

Created at DatecreatedAtstring

The time/date the Story was created.

Due DatedueDatestring

The due date of the story.

Descriptiondescriptionstring

The description of the story.

Epic IDepicIdintegerSelect a value from the drop down menu.
Estimateestimateinteger

The numeric point estimate of the story. Can also be null, which means unestimated.

External IdexternalIdstring

This field can be set to another unique ID. In the case that the Story has been imported from another tool, the ID in the other tool can be indicated here.

External LinksexternalLinksstring[]

A string array of External Links associated with this story.

File IdsfileIdsinteger[]Select a value from the drop down menu.
Follower IdsfollowerIdsstring[]Select a value from the drop down menu.
Iteration IditerationIdintegerSelect a value from the drop down menu.
Labellabelobject

A label object attached to the story. Each label object must have the following structure: color which is an string with the hex color to be displayed with the Label i.e. "#ff0000", and a string name for the name of the Label. See CreateLabelParams for more info.

Linked File IdslinkedFileIdsinteger[]Select a value from the drop down menu.
Namenamestring

The name of the story.

Owner IdsownerIdsstring[]Select a value from the drop down menu.
Project IdprojectIdintegerSelect a value from the drop down menu.
Requested by IDrequestedByIdstringSelect a value from the drop down menu.
Started at Override DatestartedAtOverridestring

A manual override for the time/date the Story was started.

Story LinkstoryLinkobject

An story link object attached to the story must have the following structure: object_id is the unique ID of the story defined as object, subject_id is the unique ID of the story defined as subject, and verb which indicates how the subject story acts on the object story, valid values are blocks, duplicates, or relates to. See CreateStoryLinkParams for more info.

Story TypestoryTypestringSelect a value from the drop down menu:bugchorefeature
Tasktaskobject

A task object attached to the story must have the following structure: complete which is a boolean, indicating whether the task is completed (defaults to false), created_at which defaults to the time/date the task is created but can be set to reflect another creation time/date, description as a description for the task, external_id a field can be set to another unique ID. In the case that the task has been imported from another tool, the ID in the other tool can be indicated here, owner_ids as an array of UUIDs for any members you want to add as owners on this new task, updated_at which defaults to the time/date the task was last updated in Shortcut but can be set to reflect another time/date. See CreateTaskParams for more info.

Updated at DateupdatedAtstring

The time/date the story was updated.

Workflow State IdworkflowStateIdintegerSelect a value from the drop down menu.

Action Authentication

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

About Shortcut

Project management platform

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PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
Premium
AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
Premium
Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
Premium
Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
Premium
Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.
Schedule
Schedule
Trigger workflows on an interval or cron schedule.