Create Waiver Request with WaiverForever 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 Waiver Request with the WaiverForever API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and WaiverForever 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 Waiver Request action
1. Connect your WaiverForever account
2. Configure Name
3. Configure Size
4. Configure Note
5. Select a Name
6. Configure Contact Info
7. Select a Template
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 Waiver Request on WaiverForever

Description:Create waiver request. [See the docs here](https://docs.waiverforever.com/?javascript--nodejs#create-waiver-request)

Version:0.0.1

Key:waiverforever-create-waiver-request

View on GitHub

WaiverForever Overview#

WaiverForever offers an API to digitally manage waiver documents, enabling users to streamline the process of creating, signing, and organizing waivers. This API can be a game-changer for businesses that need to handle liability waivers, consent forms, or other types of agreements efficiently. By leveraging Pipedream's capabilities, you can automate workflows around these waiver processes, such as triggering actions when a waiver is signed, syncing signed waivers with other databases, or setting up alerts for incomplete documents.

Action Code#

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

export default {
  key: "waiverforever-create-waiver-request",
  name: "Create Waiver Request",
  description: "Create waiver request. [See the docs here](https://docs.waiverforever.com/?javascript--nodejs#create-waiver-request)",
  version: "0.0.1",
  type: "action",
  props: {
    waiverforever,
    name: {
      propDefinition: [
        waiverforever,
        "name",
      ],
    },
    size: {
      propDefinition: [
        waiverforever,
        "size",
      ],
    },
    note: {
      propDefinition: [
        waiverforever,
        "note",
      ],
    },
    type: {
      propDefinition: [
        waiverforever,
        "type",
      ],
    },
    contactInfo: {
      propDefinition: [
        waiverforever,
        "contactInfo",
      ],
    },
    template: {
      propDefinition: [
        waiverforever,
        "template",
      ],
    },
  },
  async run({ $ }) {
    const {
      name,
      size,
      note,
      type,
      contactInfo,
      template,
    } = this;

    const templateResponse = await this.waiverforever.createWaiverRequest({
      name,
      size,
      note,
      type,
      contact_info: contactInfo,
      template_id: template,
    });

    $.export("$summary", `Waiver Request successfully created "${templateResponse.data?.id}"`);
    return templateResponse;
  },
};

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
WaiverForever	`waiverforever`	`app`	This component uses the WaiverForever app.
Name	`name`	`string`	Request name
Size	`size`	`integer`	Request size. Between 0 and 1000
Note	`note`	`string`	Request note
Name	`type`	`string`	Select a value from the drop down menu:`normalanonymous`
Contact Info	`contactInfo`	`string`	Request contact info
Template	`template`	`string`	Select a value from the drop down menu.

Action Authentication#

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

WaiverForever uses API keys to allow access to the API. You can register a new API key at Settings / Integration tab.

About WaiverForever#

WaiverForever provides an efficient, secure and unified tool for kiosk businesses to customized electronic waiver for paperless signed and storage.

More Ways to Connect WaiverForever + Salesforce#

Other Popular Integrations#

Create Waiver Request with WaiverForever API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + WaiverForever

Create Waiver Request with WaiverForever API on New Updated Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for WaiverForever, 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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