Create Unique Lead with Vryno 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 Unique Lead with the Vryno API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Vryno 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 Unique Lead action
1. Connect your Vryno account
2. Optional- Configure First Name
3. Configure Last Name
4. Optional- Configure Email
5. Optional- Configure Phone Number
6. Optional- Configure Company
7. Optional- Configure Website
8. Configure Owner Id
9. Optional- Configure Score
10. Optional- Configure Expected Revenue
11. Optional- Configure Number Of Employees
12. Optional- Configure Billing Address
13. Optional- Configure Billing City
14. Optional- Configure Billing State
15. Optional- Configure Billing Country
16. Optional- Configure Billing Zipcode
17. Optional- Configure Shipping Address
18. Optional- Configure Shipping City
19. Optional- Configure Shipping State
20. Optional- Configure Shipping Country
21. Optional- Configure Shipping Zipcode
22. Optional- Configure Description
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 Unique Lead on Vryno

Description:Creates a unique lead in the Vryno system, ensuring no duplication of lead details. [See the documentation](https://vrynotest.ti2.in/docs/api-documentation/how-to-create-a-record-in-any-module-in-vryno-crm/)

Version:0.0.1

Key:vryno-create-unique-lead

View on GitHub

Vryno Overview#

The Vryno API provides functionality to access a platform that specializes in various services including but not limited to real estate, healthcare, and educational services. By integrating this API into Pipedream workflows, developers can automate interactions and data exchanges between Vryno and other platforms, enhancing efficiency and enabling innovative service delivery models.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import vryno from "../../vryno.app.mjs";

export default {
  key: "vryno-create-unique-lead",
  name: "Create Unique Lead",
  description: "Creates a unique lead in the Vryno system, ensuring no duplication of lead details. [See the documentation](https://vrynotest.ti2.in/docs/api-documentation/how-to-create-a-record-in-any-module-in-vryno-crm/)",
  version: "0.0.1",
  type: "action",
  props: {
    vryno,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The lead's first name.",
      optional: true,
    },
    name: {
      type: "string",
      label: "Last Name",
      description: "The lead's last name.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The lead's email.",
      optional: true,
    },
    phoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "The lead's phone number.",
      optional: true,
    },
    company: {
      type: "string",
      label: "Company",
      description: "The company the lead works for.",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "The lead's website.",
      optional: true,
    },
    ownerId: {
      type: "string",
      label: "Owner Id",
      description: "The user Id related to the lead.You can find the user IDs in your account -> settings -> users & controls -> users, click on some user and the ID will be in URL.",
    },
    score: {
      type: "integer",
      label: "Score",
      description: "The lead's score.",
      optional: true,
    },
    expectedRevenue: {
      type: "integer",
      label: "Expected Revenue",
      description: "Expected revenue for the lead.",
      optional: true,
    },
    numberOfEmployees: {
      type: "integer",
      label: "Number Of Employees",
      description: "Number of employees at the lead company.",
      optional: true,
    },
    billingAddress: {
      type: "string",
      label: "Billing Address",
      description: "The lead's billing address.",
      optional: true,
    },
    billingCity: {
      type: "string",
      label: "Billing City",
      description: "The lead's billing city.",
      optional: true,
    },
    billingState: {
      type: "string",
      label: "Billing State",
      description: "The lead's billing state.",
      optional: true,
    },
    billingCountry: {
      type: "string",
      label: "Billing Country",
      description: "The lead's billing country.",
      optional: true,
    },
    billingZipcode: {
      type: "string",
      label: "Billing Zipcode",
      description: "The lead's billing zipcode",
      optional: true,
    },
    shippingAddress: {
      type: "string",
      label: "Shipping Address",
      description: "The lead's shipping address.",
      optional: true,
    },
    shippingCity: {
      type: "string",
      label: "Shipping City",
      description: "The lead's shipping city.",
      optional: true,
    },
    shippingState: {
      type: "string",
      label: "Shipping State",
      description: "The lead's shipping state.",
      optional: true,
    },
    shippingCountry: {
      type: "string",
      label: "Shipping Country",
      description: "The lead's shipping country.",
      optional: true,
    },
    shippingZipcode: {
      type: "string",
      label: "Shipping Zipcode",
      description: "The lead's shipping zipcode",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "A brief description about the lead.",
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.email && !this.phoneNumber) {
      throw new ConfigurationError("You must provide at least either **Email** or **Phone Number**.");
    }
    const duplicateCheck = await this.vryno.post({
      data: {
        query: `query {
          fetchLead(filters:[${this.email
    ? `{name: "email", operator:"eq",value:["${this.email}"]},`
    : ""}${this.phoneNumber
  ? `{name: "phoneNumber", operator:"eq",value:["${this.phoneNumber}"]}`
  : ""}],
  expression:"( ( a ) and b)"){
                code
                status
                message
                messageKey
                count
                data {
                  id
                } 
            }
        }`,
      },
    });

    if (duplicateCheck.data?.fetchLead?.data?.length) {
      $.export("$summary", "A lead with the same email and phone number already exists.");
      return duplicateCheck.data;
    }

    const {
      vryno,
      ...data
    } = this;

    let query = `mutation {
      createLead(input: {
        `;

    for (const [
      field,
      value,
    ] of Object.entries(data)) {
      query += `${field}:`;
      if ([
        "score",
        "expectedRevenue",
        "numberOfEmployees",
      ].includes(field)) {
        query += ` ${value}
        `;
      } else {
        query += ` "${value}"
        `;
      }
    }

    query += `}) {
        code
        message
        status
        messageKey
        data {
          id
        }
        errors
      }
    }`;

    const response = await vryno.post({
      $,
      data: {
        query,
      },
    });

    if (response.data.createLead.code != 200) {
      throw new ConfigurationError(response.data.createLead.message);
    }

    $.export("$summary", `Successfully created new lead with Id: ${response.data.createLead.data.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
Vryno	`vryno`	`app`	This component uses the Vryno app.
First Name	`firstName`	`string`	The lead's first name.
Last Name	`name`	`string`	The lead's last name.
Email	`email`	`string`	The lead's email.
Phone Number	`phoneNumber`	`string`	The lead's phone number.
Company	`company`	`string`	The company the lead works for.
Website	`website`	`string`	The lead's website.
Owner Id	`ownerId`	`string`	The user Id related to the lead.You can find the user IDs in your account -> settings -> users & controls -> users, click on some user and the ID will be in URL.
Score	`score`	`integer`	The lead's score.
Expected Revenue	`expectedRevenue`	`integer`	Expected revenue for the lead.
Number Of Employees	`numberOfEmployees`	`integer`	Number of employees at the lead company.
Billing Address	`billingAddress`	`string`	The lead's billing address.
Billing City	`billingCity`	`string`	The lead's billing city.
Billing State	`billingState`	`string`	The lead's billing state.
Billing Country	`billingCountry`	`string`	The lead's billing country.
Billing Zipcode	`billingZipcode`	`string`	The lead's billing zipcode
Shipping Address	`shippingAddress`	`string`	The lead's shipping address.
Shipping City	`shippingCity`	`string`	The lead's shipping city.
Shipping State	`shippingState`	`string`	The lead's shipping state.
Shipping Country	`shippingCountry`	`string`	The lead's shipping country.
Shipping Zipcode	`shippingZipcode`	`string`	The lead's shipping zipcode
Description	`description`	`string`	A brief description about the lead.

Action Authentication#

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

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

openidvryno_offline_access

About Vryno#

Powerful CRM System for a Fraction of Price. Vryno is a powerful CRM system that has been meticulously crafted to cater to the evolving needs of modern businesses.