← Salesforce + Ambivo integrations

Get Contacts with Ambivo 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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Get Contacts with the Ambivo API
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Getting Started

This integration creates a workflow with a Salesforce trigger and Ambivo 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 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
  3. Configure the Get Contacts action
    1. Connect your Ambivo account
  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 type is updated. [See the documentation](https://sforce.co/3yPSJZy)
Version:0.2.0
Key:salesforce_rest_api-record-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 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.
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 Watchfieldsstring[]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:Retrieves a list of contacts in Ambivo. [See the documentation](https://fapi.ambivo.com/docs#/CRM%20Service%20Calls/get_contacts_created_crm_contacts_created_get)
Version:0.0.1
Key:ambivo-get-contacts

Ambivo Overview

The Ambivo API provides access to a range of services for web scraping, image processing, and data extraction. On Pipedream, you can leverage these capabilities to automate workflows that require the transformation and analysis of content from various sources. Whether you're looking to extract text from images, scrape web data without getting blocked, or perform content-based image retrieval, Ambivo can be integrated with Pipedream's serverless platform to build robust and scalable automations.

Action Code

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

export default {
  key: "ambivo-get-contacts",
  name: "Get Contacts",
  description: "Retrieves a list of contacts in Ambivo. [See the documentation](https://fapi.ambivo.com/docs#/CRM%20Service%20Calls/get_contacts_created_crm_contacts_created_get)",
  version: "0.0.1",
  type: "action",
  props: {
    ambivo,
  },
  async run({ $ }) {
    const contacts = await this.ambivo.listContacts({
      $,
    });
    $.export("$summary", `Successfully retrieved ${contacts.length} contact${contacts.length === 1
      ? ""
      : "s"}`);
    return contacts;
  },
};

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
AmbivoambivoappThis component uses the Ambivo app.

Action Authentication

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

About Ambivo

Digital Platform for fast-growing businesses. CRM | Payments | Phone | Automation | Intelligent Workflows | Website | 100% White glove service to build your website.

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