Create User with Zenler 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 User with the Zenler API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Zenler 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 User action
1. Connect your Zenler account
2. Configure First Name
3. Configure Last Name
4. Configure Email
5. Configure Password
6. Configure Commission
7. Select one or more Roles
8. Optional- Configure Address
9. Optional- Configure City
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 User on Zenler

Description:Creates a user. [See the docs here](https://www.newzenler.com/api/documentation/public/api-doc.html#d350a2f6-bc29-b363-6724-681535bc03e0)

Version:0.0.1

Key:zenler-create-user

View on GitHub

Zenler Overview#

The Zenler API lets you tap into your online course platform to automate tasks, streamline student engagement, and track course performance. By harnessing the power of the Zenler API on Pipedream, you can create dynamic serverless workflows that respond to course interactions, manage users, and analyze educational content effectiveness, all in real-time. Whether you're looking to enhance the learning experience, or make your course administration more efficient, the Zenler API on Pipedream offers the tools to make it happen.

Action Code#

import zenler from "../../zenler.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "zenler-create-user",
  name: "Create User",
  description: "Creates a user. [See the docs here](https://www.newzenler.com/api/documentation/public/api-doc.html#d350a2f6-bc29-b363-6724-681535bc03e0)",
  type: "action",
  version: "0.0.1",
  props: {
    zenler,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the user",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the user",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email of the user",
    },
    password: {
      type: "string",
      label: "Password",
      description: "Password of the user",
    },
    commission: {
      type: "integer",
      label: "Commission",
      description: "Commission of the user",
    },
    roles: {
      type: "string[]",
      label: "Roles",
      description: "Roles of the user",
      options: constants.ROLES_OPTIONS,
    },
    address: {
      type: "string",
      label: "Address",
      description: "Address of the user",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the user",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      firstName,
      lastName,
      email,
      password,
      commission,
      address,
      city,
    } = this;

    const roles =
      Array.isArray(this.roles)
      && this.roles.map(parseInt)
      || [];

    const response = await this.zenler.createUser({
      data: {
        first_name: firstName,
        last_name: lastName,
        email,
        password,
        commission,
        roles,
        address,
        city,
      },
    });

    if (typeof(response) === "string") {
      console.log(response);
      throw new Error("Response error");
    }

    const { data } = response;

    $.export("$summary", `Successfully created a new user with ID ${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
Zenler	`zenler`	`app`	This component uses the Zenler app.
First Name	`firstName`	`string`	First name of the user
Last Name	`lastName`	`string`	Last name of the user
Email	`email`	`string`	Email of the user
Password	`password`	`string`	Password of the user
Commission	`commission`	`integer`	Commission of the user
Roles	`roles`	`string[]`	Select a value from the drop down menu:`{ "label": "Site Admin", "value": "2" }{ "label": "Course Instructor", "value": "3" }{ "label": "Student", "value": "4" }{ "label": "Affiliate", "value": "7" }{ "label": "Lead", "value": "8" }{ "label": "Assistant", "value": "11" }{ "label": "Support", "value": "12" }`
Address	`address`	`string`	Address of the user
City	`city`	`string`	City of the user

Action Authentication#

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

You can get your API Key under the Profile menu on the top right of your Zenler account, then Settings > Integrations Zenler API.
Your account name is 123 if your Zenler URL is https://123.newzenler.com

About Zenler#

All In One Course Creation, Delivery & Marketing Platform

More Ways to Connect Zenler + Salesforce#

Other Popular Integrations#

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

Pipedream makes it easy to connect APIs for Zenler, 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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