Create User with Beanstalk 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 User with the Beanstalk API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Beanstalk 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 User action
1. Connect your Beanstalk account
2. Configure Username
3. Configure Email
4. Configure Name
5. Configure Password
6. Optional- Configure Admin
7. Optional- Configure Timezone
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 User on Beanstalk

Description:Creates a new user. [See the docs](https://api.beanstalkapp.com/user.html).

Version:0.0.1

Key:beanstalkapp-create-user

View on GitHub

Beanstalk Overview#

The Beanstalk API allows for streamlined version control and release management within your development workflow. By leveraging the API with Pipedream, you can automate interactions with your repositories, changesets, and deployment environments. You can create workflows that react to code commits, manage deploy environments, and integrate with other services for a more cohesive development lifecycle.

Action Code#

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

export default {
  key: "beanstalkapp-create-user",
  name: "Create User",
  description: "Creates a new user. [See the docs](https://api.beanstalkapp.com/user.html).",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    login: {
      propDefinition: [
        app,
        "login",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
    password: {
      propDefinition: [
        app,
        "password",
      ],
    },
    admin: {
      propDefinition: [
        app,
        "admin",
      ],
    },
    timezone: {
      propDefinition: [
        app,
        "timezone",
      ],
    },
  },
  methods: {
    createUser(args = {}) {
      return this.app.create({
        path: "/users",
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      login,
      email,
      name,
      password,
      admin,
      timezone,
    } = this;

    const response = await this.createUser({
      step,
      data: {
        user: {
          login,
          email,
          name,
          password,
          admin,
          timezone,
        },
      },
    });

    step.export("$summary", `Successfully created a user with ID ${response.user.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
Beanstalk	`app`	`app`	This component uses the Beanstalk app.
Username	`login`	`string`	Writable only on create. Always required and must be unique in the Account.
Email	`email`	`string`	Email address of the user.
Name	`name`	`string`	Name of the user.
Password	`password`	`string`	Password of the user.
Admin	`admin`	`boolean`	Whether the user is an admin.
Timezone	`timezone`	`string`	Timezone of the user.

Action Authentication#

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

To connect your Beanstalk account with Pipedream,

Retrieve your Access Token by going to Account > Developer API
Retrieve your username by going to your profile with your full name on the top right
Your domain is 12345678 if your Beanstalk URL is https://12345678.beanstalkapp.com/

About Beanstalk#

Beanstalk helps families work together to build a pot of money to give the children they love a better future. Designed to help every family, Beanstalk makes saving and investing easy no matter your family's shape or budget.

More Ways to Connect Beanstalk + Salesforce#

Other Popular Integrations#

Create User with Beanstalk API on New Object (of Selectable Type) from Salesforce (REST API) API

Salesforce + Beanstalk

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

Pipedream makes it easy to connect APIs for Beanstalk, 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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