Find Records with Salesforce API on New Submission from PaperForm API

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Trigger workflow on

New Submission from the PaperForm API

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Find Records with the Salesforce API

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Getting Started#

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

Select this integration
Configure the New Submission trigger
1. Connect your PaperForm account
2. Configure timer
3. Select a Form ID
Configure the Find Records action
1. Connect your Salesforce account
2. Select a SObject Type
3. Select one or more Fields to Obtain
4. Optional- Select one or more Record ID(s)
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 Submission on PaperForm

Description:Emit new event when a new submission is made on the specified form in Paperform. [See the documentation](https://paperform.readme.io/reference/listformsubmissions)

Version:0.0.1

Key:paperform-new-submission

View on GitHub

PaperForm Overview#

The PaperForm API offers a robust means to interact programmatically with PaperForm's features, allowing you to automate form submissions, retrieve form data, and integrate with various other services. With Pipedream's serverless platform, you can construct workflows that respond to events from PaperForm forms—like new submissions—by triggering actions in other apps, or perform operations on the submissions themselves.

Trigger Code#

import paperform from "../../paperform.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "paperform-new-submission",
  name: "New Submission",
  description: "Emit new event when a new submission is made on the specified form in Paperform. [See the documentation](https://paperform.readme.io/reference/listformsubmissions)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    paperform,
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
    formId: {
      propDefinition: [
        paperform,
        "formId",
      ],
    },
  },
  hooks: {
    async deploy() {
      await this.processEvent(25);
    },
  },
  methods: {
    _getLastTs() {
      return this.db.get("lastTs") || 0;
    },
    _setLastTs(lastTs) {
      this.db.set("lastTs", lastTs);
    },
    generateMeta(submission) {
      return {
        id: submission.id,
        summary: `New Submission ID: ${submission.id}`,
        ts: Date.parse(submission.created_at),
      };
    },
    async processEvent(max) {
      const lastTs = this._getLastTs();

      const items = this.paperform.paginate({
        fn: this.paperform.listSubmissions,
        args: {
          formId: this.formId,
        },
        resourceKey: "submissions",
        max,
      });

      const submissions = [];
      for await (const item of items) {
        const ts = Date.parse(item.created_at);
        if (ts >= lastTs) {
          submissions.push(item);
        } else {
          break;
        }
      }

      if (!submissions?.length) {
        return;
      }

      this._setLastTs(Date.parse(submissions[0].created_at));

      submissions.forEach((submission) => {
        const meta = this.generateMeta(submission);
        this.$emit(submission, meta);
      });
    },
  },
  async run() {
    await this.processEvent();
  },
};

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
PaperForm	`paperform`	`app`	This component uses the PaperForm app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Form ID	`formId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

To retrieve your API key,

Navigate to your Paperform and sign in
Go to “Account Settings” > “Developer”

About PaperForm#

Paperform is a flexible online form builder that combines beautiful design with serious digital smarts.

Action#

Find Records on Salesforce

Description:Retrieves selected fields for some or all records of a selected object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)

Version:0.2.0

Key:salesforce_rest_api-find-records

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.

Action Code#

import salesforce from "../../salesforce_rest_api.app.mjs";

export default {
  key: "salesforce_rest_api-find-records",
  name: "Find Records",
  description:
    "Retrieves selected fields for some or all records of a selected object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)",
  version: "0.2.0",
  type: "action",
  props: {
    salesforce,
    sobjectType: {
      propDefinition: [
        salesforce,
        "objectType",
      ],
      description: "The type of object to obtain records of.",
    },
    fieldsToObtain: {
      propDefinition: [
        salesforce,
        "fieldsToObtain",
        (c) => ({
          objType: c.sobjectType,
        }),
      ],
    },
    recordIds: {
      propDefinition: [
        salesforce,
        "recordId",
        (c) => ({
          objType: c.sobjectType,
        }),
      ],
      label: "Record ID(s)",
      type: "string[]",
      optional: true,
      description:
        "The record(s) to retrieve. If not specified, all records will be retrieved.",
    },
  },
  async run({ $ }) {
    let {
      sobjectType,
      recordIds,
      fieldsToObtain,
    } = this;

    if (typeof recordIds === "string") recordIds = recordIds.split(",");
    if (typeof fieldsToObtain === "string") fieldsToObtain = fieldsToObtain.split(",");

    let query = `SELECT ${fieldsToObtain.join(", ")} FROM ${sobjectType}`;

    if (recordIds?.length) {
      query += ` WHERE Id IN ('${recordIds.join("','")}')`;
    }

    const { records } = await this.salesforce.query({
      $,
      query,
    });

    $.export("$summary", `Sucessfully retrieved ${records.length} records`);
    return records;
  },
};

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
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
SObject Type	`sobjectType`	`string`	Select a value from the drop down menu.
Fields to Obtain	`fieldsToObtain`	`string[]`	Select a value from the drop down menu.
Record ID(s)	`recordIds`	`string[]`	Select a value from the drop down menu.

Action 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:

Find Records with Salesforce API on New Submission from PaperForm API

Pipedream makes it easy to connect APIs for Salesforce, PaperForm 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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