← Salesforce + Nasdaq Data Link (Time Series and Table data) integrations

Export Table (Bulk Download) with Nasdaq Data Link (Time Series and Table data) API on Knowledge Article Updated (Instant, of Selectable Type) from Salesforce API

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Knowledge Article Updated (Instant, of Selectable Type) from the Salesforce API
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Export Table (Bulk Download) with the Nasdaq Data Link (Time Series and Table data) API
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Getting Started

This integration creates a workflow with a Salesforce trigger and Nasdaq Data Link (Time Series and Table data) action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the Knowledge Article Updated (Instant, of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Optional- Select one or more Fields to Obtain
  3. Configure the Export Table (Bulk Download) action
    1. Connect your Nasdaq Data Link (Time Series and Table data) account
    2. Configure Publisher Code
    3. Configure Table Code
    4. Optional- Select one or more Columns
    5. Optional- Configure Row Filters
    6. Optional- Configure Filter Operators
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a knowledge article is updated. [See the documentation](https://sforce.co/3yPSJZy)
Version:0.0.5
Key:salesforce_rest_api-knowledge-article-updated-instant

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 common from "../common/common-updated-record.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  ...common,
  type: "source",
  name: "Knowledge Article Updated (Instant, of Selectable Type)",
  key: "salesforce_rest_api-knowledge-article-updated-instant",
  description: "Emit new event when a knowledge article is updated. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.0.5",
  props: {
    salesforce: common.props.salesforce,
    db: "$.service.db",
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    timer: {
      type: "$.interface.timer",
      description: "The timer is only used as a fallback if instant event delivery (webhook) is not available.",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    fieldsToObtain: {
      propDefinition: [
        common.props.salesforce,
        "fieldsToObtain",
        () => ({
          objType: "KnowledgeArticle",
        }),
      ],
      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.",
    },
  },
  methods: {
    ...common.methods,
    getObjectType() {
      return "KnowledgeArticle";
    },
  },
};

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.
LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.

Fields to ObtainfieldsToObtainstring[]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

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

Action

Description:Exports an entire table or a filtered subset as a zipped CSV file. Returns a download link for the data. Premium subscribers can use this feature up to 60 times per hour. [See the documentation](https://docs.data.nasdaq.com/docs/large-table-download)
Version:0.0.2
Key:nasdaq_data_link_time_series_and_table_data_-export-table

The Nasdaq Data Link API provides access to financial, economic, and alternative data that powers investment decisions, research, and more. Within Pipedream, you can use this API to automate workflows involving time series and table data. This might include fetching stock prices, economic indicators, or data for quantitative analysis. By creating workflows that trigger on schedules or events, you can efficiently process and act upon this data. Combine it with other apps to gain insights, notify stakeholders, or integrate with your databases.

Action Code

import app from "../../nasdaq_data_link_time_series_and_table_data_.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "nasdaq_data_link_time_series_and_table_data_-export-table",
  name: "Export Table (Bulk Download)",
  description: "Exports an entire table or a filtered subset as a zipped CSV file. Returns a download link for the data. Premium subscribers can use this feature up to 60 times per hour. [See the documentation](https://docs.data.nasdaq.com/docs/large-table-download)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    app,
    publisher: {
      propDefinition: [
        app,
        "publisher",
      ],
    },
    table: {
      propDefinition: [
        app,
        "table",
      ],
    },
    columns: {
      propDefinition: [
        app,
        "columns",
        ({
          publisher, table,
        }) => ({
          publisher,
          table,
        }),
      ],
    },
    filters: {
      type: "object",
      label: "Row Filters",
      description: "Filter rows based on column values. Use column names as keys and values to filter by. For example: `{ \"ticker\": \"SPY\", \"date\": \"2024-01-01\" }`. Only filterable columns can be used (check table metadata).",
      optional: true,
    },
    filterOperators: {
      type: "object",
      label: "Filter Operators",
      description: "Apply operators to filters. Format: `{ \"column.operator\": \"value\" }`. Available operators: `.gt` (greater than), `.lt` (less than), `.gte` (greater than or equal), `.lte` (less than or equal). Example: `{ \"date.gte\": \"2024-01-01\", \"date.lte\": \"2024-12-31\" }`",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      app,
      publisher,
      table,
      columns,
      filters,
      filterOperators,
    } = this;

    const response = await app.tableData({
      $,
      publisher,
      table,
      params: {
        "qopts.export": true,
        ...utils.parseJson(filters),
        ...utils.parseJson(filterOperators),
        ...(Array.isArray(columns) && columns?.length
          ? {
            "qopts.columns": columns.join(","),
          }
          : undefined
        ),
      },
    });

    const status = response?.datatable_bulk_download?.file?.status;
    const link = response?.datatable_bulk_download?.file?.link;

    if (status === "fresh" && link) {
      $.export("$summary", `Table ${publisher}/${table} is ready for download. The download link is valid for 30 minutes.`);

    } else if (status === "creating" || status === "regenerating") {
      $.export("$summary", `Export job for table ${publisher}/${table} is ${status}. Please retry in a few moments to get the download link.`);

    } else {
      $.export("$summary", `Export initiated for table ${publisher}/${table}`);
    }

    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.

LabelPropTypeDescription
Nasdaq Data Link (Time Series and Table data)appappThis component uses the Nasdaq Data Link (Time Series and Table data) app.
Publisher Codepublisherstring

The publisher code (e.g., MER, ETFG, AR, NDAQ). This is the first part of the datatable code. If the code is MER/F1, then MER is the publisher code and F1 is the table code.

Table Codetablestring

The table code (e.g., F1, FUND, MWCS, RTAT10). This is the second part of the datatable code. If the code is MER/F1, then F1 is the table code.

Columnscolumnsstring[]Select a value from the drop down menu.
Row Filtersfiltersobject

Filter rows based on column values. Use column names as keys and values to filter by. For example: { "ticker": "SPY", "date": "2024-01-01" }. Only filterable columns can be used (check table metadata).

Filter OperatorsfilterOperatorsobject

Apply operators to filters. Format: { "column.operator": "value" }. Available operators: .gt (greater than), .lt (less than), .gte (greater than or equal), .lte (less than or equal). Example: { "date.gte": "2024-01-01", "date.lte": "2024-12-31" }

Action Authentication

Nasdaq Data Link (Time Series and Table data) uses API keys for authentication. When you connect your Nasdaq Data Link (Time Series and Table data) account, Pipedream securely stores the keys so you can easily authenticate to Nasdaq Data Link (Time Series and Table data) APIs in both code and no-code steps.

To retrieve your API Key,

  • Navigate to your Nasdaq Data Link account and sign in
  • Click the dropdown on the top right
  • Go to “Account Settings”

Nasdaq Data Link is a powerful, centralized, cloud-based technology platform providing access to more than 250 trusted data sets, available via API. Search, discover and build.

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