Get Affiliate with Refersion API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

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Get Affiliate with the Refersion API

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Getting Started#

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

Select this integration
Configure the New Deleted Record (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
Configure the Get Affiliate action
1. Connect your Refersion account
2. Select a Affiliate ID
3. Optional- Configure Affiliate Code
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 Deleted Record (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)

Version:0.1.0

Key:salesforce_rest_api-record-deleted-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";

export default {
  ...common,
  type: "source",
  name: "New Deleted Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-deleted-instant",
  description: "Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)",
  version: "0.1.0",
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { Old: oldObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = oldObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "deleted";
    },
    async processTimerEvent(eventData) {
      const {
        startTimestamp,
        endTimestamp,
      } = eventData;
      const {
        deletedRecords,
        latestDateCovered,
      } = await this.salesforce.getDeletedForObjectType(
        this.objectType,
        startTimestamp,
        endTimestamp,
      );
      this.setLatestDateCovered(latestDateCovered);

      // When a record is deleted, the `getDeleted` API only shows the ID of the
      // deleted item and the date in which it was deleted.
      deletedRecords.forEach((item) => {
        const meta = this.generateTimerMeta(item);
        this.$emit(item, meta);
      });
    },
  },
};

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.

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#

Get Affiliate on Refersion

Description:Get information about an affiliate. You can get an affiliate's information using their ID or code. [See the docs here](https://www.refersion.dev/reference/get_affiliate)

Version:0.0.1

Key:refersion-get-affiliate

View on GitHub

Refersion Overview#

Refersion is a powerful affiliate tracking platform that streamlines the process of managing, tracking, and growing your affiliate network. Through its API, you can automate affiliate registrations, commission tracking, and payout processes. Pipedream's serverless platform allows you to connect Refersion with hundreds of other apps to automate workflows, sync data across platforms, and respond to events in real time.

Action Code#

import app from "../../refersion.app.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  name: "Get Affiliate",
  description: "Get information about an affiliate. You can get an affiliate's information using their ID or code. [See the docs here](https://www.refersion.dev/reference/get_affiliate)",
  key: "refersion-get-affiliate",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    id: {
      propDefinition: [
        app,
        "affiliateId",
      ],
    },
    affiliateCode: {
      type: "string",
      label: "Affiliate Code",
      description: "The Refersion affiliate identifier. You would have captured this from the affiliate/new endpoint response.",
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.id && !this.affiliateCode) {
      throw new ConfigurationError("You must provide either an ID or an affiliate code");
    }

    if (this.id && this.affiliateCode) {
      throw new ConfigurationError("You must provide either an ID or an affiliate code, not both");
    }

    const data = {};
    if (this.id) {
      data.id = this.id;
    }

    if (this.affiliateCode) {
      data.affiliate_code = this.affiliateCode;
    }
    const res = await this.app.getAffiliate(data, $);
    if (res.error) {
      throw new ConfigurationError(res.error);
    }
    $.export("$summary", "Affiliate successfully fetched");
    return res;
  },
};

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
Refersion	`app`	`app`	This component uses the Refersion app.
Affiliate ID	`id`	`string`	Select a value from the drop down menu.
Affiliate Code	`affiliateCode`	`string`	The Refersion affiliate identifier. You would have captured this from the affiliate/new endpoint response.

Action Authentication#

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

To retrieve your Refersion Public and Secret keys,