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

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

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Create Ticket with the Teamwork Desk API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Teamwork Desk 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 Teamwork Desk account
2. Optional- Configure BCC
3. Optional- Configure CC
4. Select a Customer
5. Select a Inbox ID
6. Configure Message
7. Configure Notify Customer
8. Select a Priority Id
9. Select a Source Id
10. Select a Status Id
11. Configure Subject
12. Optional- Select one or more Tags
13. Select a Type 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 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 Teamwork Desk

Description:Create a new ticket [See the documentation](https://apidocs.teamwork.com/docs/desk/fe69a0fb1007a-create-a-new-customer)

Version:0.0.1

Key:teamwork_desk-create-ticket

View on GitHub

Teamwork Desk Overview#

The Teamwork Desk API provides the means to programmatically access and manipulate customer support ticket data. By integrating it with Pipedream, you can automate ticketing workflows, streamline customer interactions, and connect support data with other business tools. Whether syncing tickets to a CRM, setting up custom alerts, or generating reports, the API's capabilities allow for a variety of automations to enhance support operations.

Action Code#

import teamworkDesk from "../../teamwork_desk.app.mjs";

export default {
  key: "teamwork_desk-create-ticket",
  name: "Create Ticket",
  version: "0.0.1",
  description: "Create a new ticket [See the documentation](https://apidocs.teamwork.com/docs/desk/fe69a0fb1007a-create-a-new-customer)",
  type: "action",
  props: {
    teamworkDesk,
    bcc: {
      propDefinition: [
        teamworkDesk,
        "bcc",
      ],
      optional: true,
    },
    cc: {
      propDefinition: [
        teamworkDesk,
        "cc",
      ],
      optional: true,
    },
    customerId: {
      propDefinition: [
        teamworkDesk,
        "customerId",
      ],
      withLabel: true,
    },
    inboxId: {
      propDefinition: [
        teamworkDesk,
        "inboxId",
      ],
    },
    message: {
      propDefinition: [
        teamworkDesk,
        "message",
      ],
    },
    notifyCustomer: {
      propDefinition: [
        teamworkDesk,
        "notifyCustomer",
      ],
    },
    priorityId: {
      propDefinition: [
        teamworkDesk,
        "priorityId",
      ],
    },
    sourceId: {
      propDefinition: [
        teamworkDesk,
        "sourceId",
      ],
    },
    statusId: {
      propDefinition: [
        teamworkDesk,
        "statusId",
      ],
    },
    subject: {
      propDefinition: [
        teamworkDesk,
        "subject",
      ],
    },
    tagIds: {
      propDefinition: [
        teamworkDesk,
        "tagIds",
      ],
      optional: true,
    },
    typeId: {
      propDefinition: [
        teamworkDesk,
        "typeId",
      ],
    },
  },
  async run({ $ }) {
    const {
      teamworkDesk,
      customerId,
      inboxId,
      priorityId,
      sourceId,
      statusId,
      tagIds,
      typeId,
      ...data
    } = this;

    const response = await teamworkDesk.createTicket({
      $,
      data: {
        ...data,
        customer: {
          email: customerId.label,
          id: customerId.value,
        },
        inbox: {
          id: inboxId,
        },
        priority: {
          id: priorityId,
        },
        source: {
          id: sourceId,
        },
        status: {
          id: statusId,
        },
        tags: tagIds && tagIds.map((tag) => ({
          id: tag,
        })),
        type: {
          id: typeId,
        },
      },
    });

    $.export("$summary", `A new ticket with Id: ${response.ticket?.id} was successfully created!`);
    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
Teamwork Desk	`teamworkDesk`	`app`	This component uses the Teamwork Desk app.
BCC	`bcc`	`string[]`	List of BCC for the initial message.
CC	`cc`	`string[]`	List of CC for the initial message.
Customer	`customerId`	`string`	Select a value from the drop down menu.
Inbox ID	`inboxId`	`string`	Select a value from the drop down menu.
Message	`message`	`string`	The ticket's initial message.
Notify Customer	`notifyCustomer`	`boolean`	Whether to notify the customer when an agent creates a ticket on behalf of the customer.
Priority Id	`priorityId`	`string`	Select a value from the drop down menu.
Source Id	`sourceId`	`string`	Select a value from the drop down menu.
Status Id	`statusId`	`string`	Select a value from the drop down menu.
Subject	`subject`	`string`	The ticket's subject.
Tags	`tagIds`	`string[]`	Select a value from the drop down menu.
Type Id	`typeId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

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

About Teamwork Desk#

Ticketing system designed to easily manage customer queries, saving you time and money.

More Ways to Connect Teamwork Desk + Salesforce#

Other Popular Integrations#

Create Ticket with Teamwork Desk API on New Object (of Selectable Type) from Salesforce (REST API) API

Salesforce + Teamwork Desk

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

Pipedream makes it easy to connect APIs for Teamwork Desk, 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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