Generate Document with Docmosis API on New Outbound Message (Instant) from Salesforce API

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New Outbound Message (Instant) from the Salesforce API

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Generate Document with the Docmosis API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Docmosis action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Outbound Message (Instant) trigger
1. Connect your Salesforce account
2. Configure infoBox
Configure the Generate Document action
1. Connect your Docmosis account
2. Select a Template Name
3. Configure Data To Merge
4. Configure Output Name
5. Optional- Select a Output Format
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 Outbound Message (Instant) on Salesforce

Description:Emit new event when a new outbound message is received in Salesforce.

Version:0.1.7

Key:salesforce_rest_api-new-outbound-message

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 { XMLParser } from "fast-xml-parser";
import salesforce from "../../salesforce_rest_api.app.mjs";

export default {
  type: "source",
  name: "New Outbound Message (Instant)",
  key: "salesforce_rest_api-new-outbound-message",
  description: "Emit new event when a new outbound message is received in Salesforce.",
  version: "0.1.7",
  dedupe: "unique",
  props: {
    db: "$.service.db",
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    salesforce,
    infoBox: {
      type: "alert",
      alertType: "info",
      content: `See Salesforce's guide on [setting up Outbound Messaging](https://sforce.co/3JbZJom).
\\
Set the Outbound Message's \`Endpoint URL\` to the endpoint of this source, which you can view after it is created.
\\
The \`Send Session ID\` option must be enabled in Salesforce for validating outbound messages.`,
    },
  },
  methods: {
    _unwrapMessage(message) {
      const parser = new XMLParser({
        removeNSPrefix: true,
      });
      const obj = parser.parse(message);
      const notifications = obj["Envelope"]["Body"].notifications;
      return notifications;
    },
    _sendHttpResponse(successValue = true, status) {
      // eslint-disable-next-line multiline-ternary
      status = status ?? (successValue ? 200 : 400);
      this.http.respond({
        status,
        body: `
          <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
          xmlns:out="http://soap.sforce.com/2005/09/outbound">
            <soapenv:Header/>
            <soapenv:Body>
              <out:notificationsResponse>
                <out:Ack>${successValue}</out:Ack>
              </out:notificationsResponse>
            </soapenv:Body>
          </soapenv:Envelope>
        `,
        headers: {
          "content-type": "text/xml",
        },
      });
    },
    async _isValidSessionId(sessionId) {
      try {
        const data = await this.salesforce.getUserInfo(sessionId);
        return Boolean(data);
      } catch (err) {
        console.log("Error validating SessionId:", err);
        return false;
      }
    },
    async _isValidSource(data) {
      const { SessionId: sessionId } = data;
      if (!sessionId) {
        throw new Error("The outbound message is missing a Session ID. Please configure the outbound message to send Session ID to validate the webhook source.");
      }

      return this._isValidSessionId(sessionId);
    },
    generateMeta(data) {
      const {
        ActionId: actionId,
        Notification: { Id: eventId },
      } = data;
      const id = `${eventId}-${actionId}`;
      const summary = JSON.stringify(data);
      const ts = Date.now();
      return {
        id,
        summary,
        ts,
      };
    },
  },
  async run(event) {
    const { bodyRaw } = event;
    this._sendHttpResponse(true);
    const data = this._unwrapMessage(bodyRaw);
    if (!(await this._isValidSource(data))) {
      console.log("Skipping event from unrecognized source");
      return;
    }

    let notifications = data.Notification;
    if (!Array.isArray(notifications)) {
      notifications = [
        data.Notification,
      ];
    }

    notifications.forEach((n) => {
      const notification = Object.assign(data, {
        Notification: n,
      });
      this.$emit(notification, this.generateMeta(notification));
    });
  },
};

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
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.
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.

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#

Generate Document on Docmosis

Description:Generates a document by merging data with a Docmosis template. [See the documentation](https://resources.docmosis.com/Documentation/Cloud/DWS4/Cloud-Web-Services-Guide-DWS4.pdf)

Version:0.0.1

Key:docmosis-generate-document

View on GitHub

Docmosis Overview#

The Docmosis API lets you generate custom documents based on templates. You can populate these templates with dynamic content and convert them into various formats such as PDF, Word, and HTML. On Pipedream, leveraging the Docmosis API in your workflows allows automated document generation, making it ideal for reports, contracts, invoices, and more. You can trigger workflows with various events and use data from other apps to fill templates.

Action Code#

import utils from "../../common/utils.mjs";
import app from "../../docmosis.app.mjs";
import { writeFileSync  } from "fs";

export default {
  key: "docmosis-generate-document",
  name: "Generate Document",
  description: "Generates a document by merging data with a Docmosis template. [See the documentation](https://resources.docmosis.com/Documentation/Cloud/DWS4/Cloud-Web-Services-Guide-DWS4.pdf)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    templateName: {
      propDefinition: [
        app,
        "templateName",
      ],
    },
    data: {
      propDefinition: [
        app,
        "data",
      ],
    },
    outputName: {
      propDefinition: [
        app,
        "outputName",
      ],
    },
    outputFormat: {
      propDefinition: [
        app,
        "outputFormat",
      ],
    },
  },
  methods: {
    render(args = {}) {
      return this.app.post({
        path: "/render",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      render,
      templateName,
      outputName,
      data,
      outputFormat,
    } = this;
    const downloadedFilepath = `/tmp/${outputName}`;

    const response = await render({
      $,
      responseType: "arraybuffer",
      data: {
        templateName,
        data: utils.parseProp(data),
        outputName,
        outputFormat,
      },
    });

    writeFileSync(downloadedFilepath, response);

    $.export("$summary", `Successfully generated document with name \`${outputName}\``);

    return [
      outputName,
      downloadedFilepath,
    ];
  },
};

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
Docmosis	`app`	`app`	This component uses the Docmosis app.
Template Name	`templateName`	`string`	Select a value from the drop down menu.
Data To Merge	`data`	`object`	The data to be merged with the template
Output Name	`outputName`	`string`	The name of the generated document. Eg `result.pdf`
Output Format	`outputFormat`	`string`	Select a value from the drop down menu:`pdfdocxodtrtfhtmltxt`

Action Authentication#

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

About Docmosis#

Fast, Reliable, Scalable Document Generation. A smart template-based approach to generating custom PDF and Word documents.

More Ways to Connect Docmosis + Salesforce#

Other Popular Integrations#

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Generate Document with Docmosis API on New Outbound Message (Instant) from Salesforce API

Pipedream makes it easy to connect APIs for Docmosis, 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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