Extract Data From URL with Automatic Data Extraction 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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Extract Data From URL with the Automatic Data Extraction API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Automatic Data Extraction 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 Extract Data From URL action
1. Connect your Automatic Data Extraction account
2. Configure URL
3. Select a Page Type
4. Optional- Configure Meta
5. Optional- Configure Article Body Raw
6. Optional- Configure Full HTML
7. Optional- Configure Custom HTML
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#

Extract Data From URL on Automatic Data Extraction

Description:Extract data from a specified URL [See the docs here](https://docs.zyte.com/automatic-extraction-integrations.html#node-js)

Version:0.0.1

Key:automatic_data_extraction-extract-data-from-url

View on GitHub

Automatic Data Extraction Overview#

The Automatic Data Extraction API by Zyte specializes in extracting structured data from web pages. When incorporated into Pipedream workflows, this API allows you to automate the process of gathering web data, which can feed into various tasks such as market research, price monitoring, or even lead generation. By triggering workflows with new data inputs, processing and storing the extracted data, and connecting to other apps, Pipedream amplifies the API's utility.

Action Code#

import automaticDataExtraction from "../../automatic_data_extraction.app.mjs";
import { PAGE_TYPES } from "../../common/constants.mjs";
import { clearObj } from "../../common/utils.mjs";

export default {
  key: "automatic_data_extraction-extract-data-from-url",
  name: "Extract Data From URL",
  version: "0.0.1",
  description: "Extract data from a specified URL [See the docs here](https://docs.zyte.com/automatic-extraction-integrations.html#node-js)",
  type: "action",
  props: {
    automaticDataExtraction,
    url: {
      type: "string",
      label: "URL",
      description: "URL of web page to extract from. Must be a valid `http://` or `https:// URL`.",
    },
    pageType: {
      type: "string",
      label: "Page Type",
      description: "Type of extraction to perform.",
      options: PAGE_TYPES,
    },
    meta: {
      type: "string",
      label: "Meta",
      description: "User UTF-8 string, which will be passed through the extraction pipeline and returned in the query result. Max size 4 Kb.",
      optional: true,
    },
    articleBodyRaw: {
      type: "boolean",
      label: "Article Body Raw",
      description: "Whether or not to include article HTML in article extractions. True by default. Setting this to false can reduce response size significantly if HTML is not required.",
      optional: true,
    },
    fullHtml: {
      type: "boolean",
      label: "Full HTML",
      description: "Include the full, raw HTML of the target web page in the query result. This is a premium feature that is disabled by default. [Open a support ticket](https://support.zyte.com/support/tickets/new) if you wish to have it enabled for your account.",
      optional: true,
    },
    customHtml: {
      type: "string",
      label: "Custom HTML",
      description: "HTML source to be scraped. Extraction will be done from the provided HTML with additional resources (images, CSS, etc.) downloaded from the provided url. JavaScript processing will be disabled. The String should be UTF-8 encoded. The maximum length is 2,000,000 characters, longer requests will be rejected.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      automaticDataExtraction,
      ...data
    } = this;

    const response = await automaticDataExtraction.extractData({
      $,
      data: JSON.stringify([
        clearObj(data),
      ]),
    });

    $.export("$summary", "The data was successfully extracted!");
    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
Automatic Data Extraction	`automaticDataExtraction`	`app`	This component uses the Automatic Data Extraction app.
URL	`url`	`string`	URL of web page to extract from. Must be a valid `http://` or `https:// URL`.
Page Type	`pageType`	`string`	Select a value from the drop down menu:`articlearticleListcommentsforumPostsjobPostingproductproductListrealEstatereviewsvehicle`
Meta	`meta`	`string`	User UTF-8 string, which will be passed through the extraction pipeline and returned in the query result. Max size 4 Kb.
Article Body Raw	`articleBodyRaw`	`boolean`	Whether or not to include article HTML in article extractions. True by default. Setting this to false can reduce response size significantly if HTML is not required.
Full HTML	`fullHtml`	`boolean`	Include the full, raw HTML of the target web page in the query result. This is a premium feature that is disabled by default. Open a support ticket if you wish to have it enabled for your account.
Custom HTML	`customHtml`	`string`	HTML source to be scraped. Extraction will be done from the provided HTML with additional resources (images, CSS, etc.) downloaded from the provided url. JavaScript processing will be disabled. The String should be UTF-8 encoded. The maximum length is 2,000,000 characters, longer requests will be rejected.

Action Authentication#

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

To retrieve your API Key,