Create Ticket with SupportBee API on New Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for SupportBee, Salesforce and 2,400+ other apps remarkably fast.

Trigger workflow on

New Record (Instant, of Selectable Type) from the Salesforce API

Next, do this

Create Ticket with the SupportBee API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New 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 Obtain
Configure the Create Ticket action
1. Connect your SupportBee account
2. Configure Subject
3. Configure Requester Name
4. Configure Requester Email
5. Optional- Configure Content Text
6. Optional- Configure Content HTML
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 Record (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a record of the selected object type is created. [See the documentation](https://sforce.co/3yPSJZy)

Version:0.2.0

Key:salesforce_rest_api-new-record-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";

export default {
  ...common,
  type: "source",
  name: "New Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-new-record-instant",
  description: "Emit new event when a record of the selected object type is created. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fieldsToObtain: {
      propDefinition: [
        common.props.salesforce,
        "fieldsToObtain",
        (c) => ({
          objType: c.objectType,
        }),
      ],
      optional: true,
      description: "Select the field(s) to be retrieved for the records. Only applicable if the source is running on a timer. If running on a webhook, or if not specified, all fields will be retrieved.",
    },
  },
  hooks: {
    ...common.hooks,
    async deploy() {
      const objectType = this.objectType;
      const nameField = await this.salesforce.getNameFieldForObjectType(objectType);
      this.setNameField(nameField);

      // emit historical events
      const { recentItems } = await this.salesforce.listSObjectTypeIds(objectType);
      const ids = recentItems.map((item) => item.Id);
      for (const id of ids.slice(-25)) {
        const object = await this.salesforce.getSObject(objectType, id);
        const event = {
          body: {
            "New": object,
            "UserId": id,
          },
        };
        this.processWebhookEvent(event);
      }
    },
  },
  methods: {
    ...common.methods,
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;
      const {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        CreatedDate: createdDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType).toLowerCase();
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "new";
    },
    async processTimerEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateTimerMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

      const fieldName = getNameField();
      const columns = getObjectTypeColumns();

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
      });

      const [
        latestEvent,
      ] = events;

      if (latestEvent?.CreatedDate) {
        const latestDateCovered = new Date(latestEvent.CreatedDate);
        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;

      let columns = this.fieldsToObtain;
      if (!columns?.length) {
        const { fields } = await getObjectTypeDescription(objectType);
        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 Obtain	`fieldsToObtain`	`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 Ticket on SupportBee

Description:Creates a client. [See docs here](https://supportbee.com/api#create_ticket)

Version:0.0.1

Key:supportbee-create-ticket

View on GitHub

SupportBee Overview#

SupportBee's API hooks into its customer support ticketing system, allowing for programmatic ticket management, reporting, and collaboration. With Pipedream, you can leverage this API to automate responses, escalate issues based on keywords, or sync with other tools to streamline your support workflow.

Action Code#

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

export default {
  name: "Create Ticket",
  version: "0.0.1",
  key: "supportbee-create-ticket",
  description: "Creates a client. [See docs here](https://supportbee.com/api#create_ticket)",
  type: "action",
  props: {
    supportbee,
    subject: {
      label: "Subject",
      description: "The subject of the ticket",
      type: "string",
    },
    requesterName: {
      label: "Requester Name",
      description: "The requester name of the ticket",
      type: "string",
    },
    requesterEmail: {
      label: "Requester Email",
      description: "The requester email of the ticket",
      type: "string",
    },
    contentText: {
      label: "Content Text",
      description: "The text context of the ticket",
      type: "string",
      optional: true,
    },
    contentHtml: {
      label: "Content HTML",
      description: "The HTML context of the ticket",
      type: "string",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.supportbee.createTicket({
      $,
      data: {
        ticket: {
          subject: this.subject,
          requester_name: this.requesterName,
          requester_email: this.requesterEmail,
          content: {
            text: this.contentText,
            html: this.contentHtml,
          },
        },
      },
    });

    if (response) {
      $.export("$summary", `Successfully created ticket with id ${response.ticket.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
SupportBee	`supportbee`	`app`	This component uses the SupportBee app.
Subject	`subject`	`string`	The subject of the ticket
Requester Name	`requesterName`	`string`	The requester name of the ticket
Requester Email	`requesterEmail`	`string`	The requester email of the ticket
Content Text	`contentText`	`string`	The text context of the ticket
Content HTML	`contentHtml`	`string`	The HTML context of the ticket

Action Authentication#

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

To retrieve your API token, sign in to your SupportBee account and navigate to Profile > API Token.
Your domain is 1234 if your SupportBeeURL is https://1234.supportbee.com/

About SupportBee#

SupportBee is the easiest way to manage your customer support emails. It is a web-based email support tool that helps (small) businesses organize their customer support emails efficiently

More Ways to Connect SupportBee + Salesforce#

Other Popular Integrations#

Create Ticket with SupportBee API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + SupportBee

Create Ticket with SupportBee API on New Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for SupportBee, Salesforce and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular