← Salesforce + VisualPing integrations

Find Jobs with VisualPing 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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Find Jobs with the VisualPing API
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Getting Started

This integration creates a workflow with a Salesforce trigger and VisualPing 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 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
  3. Configure the Find Jobs action
    1. Connect your VisualPing account
    2. Optional- Configure Organisation Id
    3. Optional- Select a Workspace ID
    4. Optional- Select a Mode
    5. Optional- Configure Active Filter
    6. Optional- Configure In Progress Filter
    7. Optional- Select one or more Mode Filter
    8. Optional- Select one or more Frequency Filter
    9. Optional- Configure Has Advanced Schedule Filter
    10. Optional- Select a Changed Filter
    11. Optional- Configure Changed Filter Date Min
    12. Optional- Configure Changed Filter Date Max
    13. Optional- Configure Full Text Search Filter
    14. Optional- Select a Sort By
  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 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

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.
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.

Object TypeobjectTypestringSelect a value from the drop down menu.
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

Web services API for interacting with Salesforce

Action

Description:Find existing jobs using filters. [See the docs here](https://develop.api.visualping.io/doc.html#tag/Jobs/paths/~1v2~1jobs/get)
Version:0.0.1
Key:visualping-find-jobs

VisualPing Overview

VisualPing is a tool that lets you monitor web pages for changes. Using its API with Pipedream, you can automate reactions to those changes. For instance, you can set up workflows that notify you or your team when specific parts of a web page update, or use changes to trigger downstream actions in other apps. Pipedream's serverless platform enables you to connect VisualPing with a vast array of apps to create custom, automated workflows without writing a lot of code.

Action Code

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

export default {
  key: "visualping-find-jobs",
  name: "Find Jobs",
  version: "0.0.1",
  description: "Find existing jobs using filters. [See the docs here](https://develop.api.visualping.io/doc.html#tag/Jobs/paths/~1v2~1jobs/get)",
  type: "action",
  props: {
    visualping,
    organisationId: {
      propDefinition: [
        visualping,
        "organisationId",
      ],
      optional: true,
    },
    workspaceId: {
      propDefinition: [
        visualping,
        "workspaceId",
      ],
      optional: true,
    },
    mode: {
      type: "string",
      label: "Mode",
      description: "API output mode",
      options: [
        {
          label: "Counts Only",
          value: "counts_only",
        },
        {
          label: "Id And WsIds",
          value: "id_and_wsIds",
        },
        {
          label: "Ids Only",
          value: "ids_only",
        },
        {
          label: "Normal",
          value: "normal",
        },
      ],
      optional: true,
    },
    activeFilter: {
      type: "boolean",
      label: "Active Filter",
      description: "Filters for active or inactive (paused) jobs.",
      optional: true,
    },
    inProgressFilter: {
      type: "boolean",
      label: "In Progress Filter",
      description: "Filters for jobs that are currently checking the web page.",
      optional: true,
    },
    modeFilter: {
      type: "string[]",
      label: "Mode Filter",
      description: "Filters jobs by mode. Multiple choices are allowed.",
      options: [
        {
          label: "Visual",
          value: "VISUAL",
        },
        {
          label: "Web",
          value: "WEB",
        },
        {
          label: "text",
          value: "TEXT",
        },
      ],
      optional: true,
    },
    frequencyFilter: {
      type: "string[]",
      label: "Frequency Filter",
      description: "Filters jobs by scheduling frequency. Multiple choices allowed.",
      options: [
        "below_1h_excl",
        "1hr",
        "1h_excl_to_1d_excl",
        "1d",
        "1d_excl_to_500h_excl",
        "above_500h_incl",
      ],
      optional: true,
    },
    hasAdvancedScheduleFilter: {
      type: "boolean",
      label: "Has Advanced Schedule Filter",
      description: "Filters jobs by presence of an advanced schedule.",
      optional: true,
    },
    changedFilter: {
      type: "string",
      label: "Changed Filter",
      description: "Filters jobs by the presence of a detected change.",
      options: [
        {
          label: "Before Custom Date",
          value: "before_custom_date",
        },
        {
          label: "Between Custom Dates",
          value: "between_custom_dates",
        },
        {
          label: "Since Custom Date",
          value: "since_custom_date",
        },
        {
          label: "Since Last Login",
          value: "since_last_login",
        },
        {
          label: "Since Last Month",
          value: "since_last_month",
        },
        {
          label: "Since Last Week",
          value: "since_last_week",
        },
        {
          label: "Since Yesterday",
          value: "since_yesterday",
        },
      ],
      optional: true,
    },
    changedFilterDateMin: {
      type: "string",
      label: "Changed Filter Date Min",
      description: "Necessary if `changedFilter` expects a lower bound timestamp.",
      optional: true,
    },
    changedFilterDateMax: {
      type: "string",
      label: "Changed Filter Date Max",
      description: "Necessary if `changedFilter` expects an upper bound timestamp.",
      optional: true,
    },
    fullTextSearchFilter: {
      type: "string",
      label: "Full Text Search Filter",
      description: "Filters jobs by the presence of a given substring in their URLs or descriptions.",
      optional: true,
    },
    sortBy: {
      type: "string",
      label: "Sort By",
      description: "For internal use.",
      options: [
        {
          label: "Active First",
          value: "active_first",
        },
        {
          label: "Alphabetical Asc",
          value: "alphabetical_asc",
        },
        {
          label: "Alphabetical Desc",
          value: "alphabetical_desc",
        },
        {
          label: "Created Asc",
          value: "created_asc",
        },
        {
          label: "Created Desc",
          value: "created_desc",
        },
        {
          label: "Frequency Asc",
          value: "frequency_asc",
        },
        {
          label: "Frequency Desc",
          value: "frequency_desc",
        },
        {
          label: "Id Asc",
          value: "id_asc",
        },
        {
          label: "Id Desc",
          value: "id_desc",
        },
        {
          label: "Inactive First",
          value: "inactive_first",
        },
        {
          label: "Last Diff Detected Asc",
          value: "last_diff_detected_asc",
        },
        {
          label: "Last Diff Detected Desc",
          value: "last_diff_detected_desc",
        },
        {
          label: "Lastrun Asc",
          value: "lastrun_asc",
        },
        {
          label: "Lastrun Desc",
          value: "lastrun_desc",
        },
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      visualping,
      activeFilter,
      inProgressFilter,
      hasAdvancedScheduleFilter,
      ...params
    } = this;

    const response = [];

    const items = visualping.paginate({
      fn: visualping.findJobs,
      params: {
        ...params,
        activeFilter: (activeFilter != undefined)
          ? +activeFilter
          : null,
        inProgressFilter: (inProgressFilter != undefined)
          ? +inProgressFilter
          : null,
        hasAdvancedScheduleFilter: (hasAdvancedScheduleFilter != undefined)
          ? +hasAdvancedScheduleFilter
          : null,
      },
    });

    for await (const item of items) {
      response.push(item);
    }

    const length = response.length;

    $.export("$summary", `${length} job${length > 1
      ? "s were"
      : " was"} successfully fetched!`);
    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
VisualPingvisualpingappThis component uses the VisualPing app.
Organisation IdorganisationIdstring

Unique ID of the organisation.

Workspace IDworkspaceIdstringSelect a value from the drop down menu.
ModemodestringSelect a value from the drop down menu:{ "label": "Counts Only", "value": "counts_only" }{ "label": "Id And WsIds", "value": "id_and_wsIds" }{ "label": "Ids Only", "value": "ids_only" }{ "label": "Normal", "value": "normal" }
Active FilteractiveFilterboolean

Filters for active or inactive (paused) jobs.

In Progress FilterinProgressFilterboolean

Filters for jobs that are currently checking the web page.

Mode FiltermodeFilterstring[]Select a value from the drop down menu:{ "label": "Visual", "value": "VISUAL" }{ "label": "Web", "value": "WEB" }{ "label": "text", "value": "TEXT" }
Frequency FilterfrequencyFilterstring[]Select a value from the drop down menu:below_1h_excl1hr1h_excl_to_1d_excl1d1d_excl_to_500h_exclabove_500h_incl
Has Advanced Schedule FilterhasAdvancedScheduleFilterboolean

Filters jobs by presence of an advanced schedule.

Changed FilterchangedFilterstringSelect a value from the drop down menu:{ "label": "Before Custom Date", "value": "before_custom_date" }{ "label": "Between Custom Dates", "value": "between_custom_dates" }{ "label": "Since Custom Date", "value": "since_custom_date" }{ "label": "Since Last Login", "value": "since_last_login" }{ "label": "Since Last Month", "value": "since_last_month" }{ "label": "Since Last Week", "value": "since_last_week" }{ "label": "Since Yesterday", "value": "since_yesterday" }
Changed Filter Date MinchangedFilterDateMinstring

Necessary if changedFilter expects a lower bound timestamp.

Changed Filter Date MaxchangedFilterDateMaxstring

Necessary if changedFilter expects an upper bound timestamp.

Full Text Search FilterfullTextSearchFilterstring

Filters jobs by the presence of a given substring in their URLs or descriptions.

Sort BysortBystringSelect a value from the drop down menu:{ "label": "Active First", "value": "active_first" }{ "label": "Alphabetical Asc", "value": "alphabetical_asc" }{ "label": "Alphabetical Desc", "value": "alphabetical_desc" }{ "label": "Created Asc", "value": "created_asc" }{ "label": "Created Desc", "value": "created_desc" }{ "label": "Frequency Asc", "value": "frequency_asc" }{ "label": "Frequency Desc", "value": "frequency_desc" }{ "label": "Id Asc", "value": "id_asc" }{ "label": "Id Desc", "value": "id_desc" }{ "label": "Inactive First", "value": "inactive_first" }{ "label": "Last Diff Detected Asc", "value": "last_diff_detected_asc" }{ "label": "Last Diff Detected Desc", "value": "last_diff_detected_desc" }{ "label": "Lastrun Asc", "value": "lastrun_asc" }{ "label": "Lastrun Desc", "value": "lastrun_desc" }

Action Authentication

VisualPing uses OAuth authentication. When you connect your VisualPing account, Pipedream will open a popup window where you can sign into VisualPing and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any VisualPing API.

Pipedream requests the following authorization scopes when you connect your account:

About VisualPing

Website change detection, monitoring and alerting

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