Get Field Values from Object Record and optionally create one is none is found. with Salesforce API on New Submission (Instant) from ActiveCalculator API

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New Submission (Instant) from the ActiveCalculator API

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Get Field Values from Object Record and optionally create one is none is found. with the Salesforce API

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Getting Started#

This integration creates a workflow with a ActiveCalculator 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 (Instant) trigger
1. Connect your ActiveCalculator account
2. Optional- Configure Name
3. Select one or more Calculator Ids
Configure the Get Field Values from Object Record and optionally create one is none is found. action
1. Connect your Salesforce account
2. Select a SObject Type
3. Select a SObject ID
4. Configure Fields to get values from
5. Configure Create new object
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 (Instant) on ActiveCalculator

Description:Emit new event when there's a new submission.

Version:0.0.1

Key:activecalculator-new-submission-instant

View on GitHub

Trigger Code#

import activecalculator from "../../activecalculator.app.mjs";
import { parseObject } from "../../common/utils.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "activecalculator-new-submission-instant",
  name: "New Submission (Instant)",
  description: "Emit new event when there's a new submission.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    activecalculator,
    http: {
      type: "$.interface.http",
      customResponse: false,
    },
    db: "$.service.db",
    name: {
      type: "string",
      label: "Name",
      description: "The name of the webhook.",
      optional: true,
    },
    calculatorIds: {
      propDefinition: [
        activecalculator,
        "calculatorIds",
      ],
    },
  },
  hooks: {
    async activate() {
      const { data } = await this.activecalculator.createWebhook({
        data: {
          url: this.http.endpoint,
          name: this.name,
          source: "pipedream",
          triggers: [
            "newSubmission",
          ],
          calculators: parseObject(this.calculatorIds),
        },
      });
      this.db.set("webhookId", data.id);
    },
    async deactivate() {
      const webhookId = this.db.get("webhookId");
      if (webhookId) {
        await this.activecalculator.deleteWebhook(webhookId);
      }
    },
  },
  async run({ body }) {
    this.$emit(body, {
      id: body.data.id,
      summary: `New Submission: ${body.data.id}`,
      ts: Date.parse(body.data.createdAt),
    });
  },
  sampleEmit,
};

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
ActiveCalculator	`activecalculator`	`app`	This component uses the ActiveCalculator app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Name	`name`	`string`	The name of the webhook.
Calculator Ids	`calculatorIds`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

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

About ActiveCalculator#

Create custom calculators for your website.

Action#

Get Field Values from Object Record and optionally create one is none is found. on Salesforce

Description:Finds a specified Salesforce record by a field. Optionally, create one if none is found. [API Docs](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)

Version:0.1.5

Key:salesforce_rest_api-find-create-record

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

export default {
  key: "salesforce_rest_api-find-create-record",
  name: "Get Field Values from Object Record and optionally create one is none is found. ",
  description:
    "Finds a specified Salesforce record by a field. Optionally, create one if none is found. [API Docs](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_get_field_values.htm)",
  version: "0.1.5",
  type: "action",
  props: {
    salesForceRestApi,
    sobjectType: {
      propDefinition: [
        salesForceRestApi,
        "objectType",
      ],
    },
    sobjectId: {
      propDefinition: [
        salesForceRestApi,
        "sobjectId",
        (c) => ({
          objectType: c.sobjectType,
        }),
      ],
      description:
        "ID of the Salesforce standard object to get field values from.",
    },
    sobjectFields: {
      type: "string[]",
      label: "Fields to get values from",
      description:
        "list of the Salesforce standard object's fields to get values from.",
    },
    createIfNotFound: {
      type: "boolean",
      label: "Create new object",
      description: "Create a new object if none is found",
      reloadProps: true,
    },
  },
  async additionalProps() {
    return {
      sobject: {
        type: "object",
        label: "Salesforce standard object",
        description: `Data of the Salesforce standard object record to create.
          Salesforce standard objects are described in [Standard Objects](https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_list.htm) section of the [SOAP API Developer Guide](https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_quickstart_intro.htm).`,
      },
    };
  },
  async run({ $ }) {
    const {
      sobjectType,
      sobjectId,
      sobjectFields,
      sobject,
      createIfNotFound,
    } = this;
    let data;
    try {
      data = await this.salesForceRestApi.getSObject(
        sobjectType,
        sobjectId,
        sobjectFields && {
          fields: sobjectFields.join(","),
        },
      );
    } catch (error) {
      if (!createIfNotFound) throw new ConfigurationError("Record not found");
    }

    if (createIfNotFound && !data) {
      const response = await this.salesForceRestApi.createObject(
        sobjectType,
        sobject,
      );
      response && $.export(
        "$summary", "Record successfully created",
      );
      return response;
    }
    if (data) {
      $.export("$summary", "Record found!");
    }
    return data;
  },
};

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	`salesForceRestApi`	`app`	This component uses the Salesforce app.
SObject Type	`sobjectType`	`string`	Select a value from the drop down menu.
SObject ID	`sobjectId`	`string`	Select a value from the drop down menu.
Fields to get values from	`sobjectFields`	`string[]`	list of the Salesforce standard object's fields to get values from.
Create new object	`createIfNotFound`	`boolean`	Create a new object if none is found

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:

About Salesforce#

Web services API for interacting with Salesforce

More Ways to Connect Salesforce + ActiveCalculator#

Other Popular Integrations#

Get Field Values from a Standard Object Record with Salesforce API on New Submission (Instant) from ActiveCalculator API

ActiveCalculator + Salesforce

Get Field Values from Object Record and optionally create one is none is found. with Salesforce API on New Submission (Instant) from ActiveCalculator API

Pipedream makes it easy to connect APIs for Salesforce, ActiveCalculator 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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