Find Records with Salesforce API on New Requests (Payload Only) from HTTP / Webhook API

Pipedream makes it easy to connect APIs for Salesforce, HTTP / Webhook and 2,400+ other apps remarkably fast.

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New Requests (Payload Only) from the HTTP / Webhook API

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Find Records with the Salesforce API

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Getting Started#

This integration creates a workflow with a HTTP / Webhook 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 Requests (Payload Only) trigger
1. Connect your HTTP / Webhook account
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 Requests (Payload Only) on HTTP / Webhook

Description:Get a URL and emit the HTTP body as an event on every request

Version:0.1.1

Key:http-new-requests-payload-only

View on GitHub

HTTP / Webhook Overview#

Build, test, and send HTTP requests without code using your Pipedream workflows. The HTTP / Webhook action is a tool to build HTTP requests with a Postman-like graphical interface.

Point and click HTTP requests

Define the target URL, HTTP verb, headers, query parameters, and payload body without writing custom code.

$A screenshot of Pipedream's HTTP Request Configuration interface with a GET request type selected. The request URL is set to 'https://api.openai.com/v1/models'. The 'Auth' tab is highlighted, indicating that authentication is required for this request. In the headers section, there are two headers configured: 'User-Agent' is set to 'pipedream/1', and 'Authorization' is set to 'Bearer {{openai_api_key}}', showing how the OpenAI account's API key is dynamically inserted into the headers to handle authentication automatically.$

Here's an example workflow that uses the HTTP / Webhook action to send an authenticated API request to OpenAI.

Focus on integrating, not authenticating

This action can also use your connected accounts with third-party APIs. Selecting an integrated app will automatically update the request’s headers to authenticate with the app properly, and even inject your token dynamically.

Pipedream integrates with thousands of APIs, but if you can’t find a Pipedream integration simply use Environment Variables in your request headers to authenticate with.

Compatible with no code actions or Node.js and Python

The HTTP/Webhook action exports HTTP response data for use in subsequent workflow steps, enabling easy data transformation, further API calls, database storage, and more.

Response data is available for both coded (Node.js, Python) and no-code steps within your workflow.

Trigger Code#

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

// Core HTTP component
// Returns a 200 OK response, emits the HTTP payload as an event
export default {
  key: "http-new-requests-payload-only",
  name: "New Requests (Payload Only)",
  // eslint-disable-next-line
  description: "Get a URL and emit the HTTP body as an event on every request",
  version: "0.1.1",
  type: "source",
  props: {
    // eslint-disable-next-line
    httpInterface: {
      type: "$.interface.http",
      customResponse: true,
    },
    http,
  },
  async run(event) {
    const { body } = event;
    this.httpInterface.respond({
      status: 200,
      body,
    });
    // Emit the HTTP payload
    this.$emit({
      body,
    });
  },
};

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	`httpInterface`	`$.interface.http`	This component uses `$.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.
HTTP / Webhook	`http`	`app`	This component uses the HTTP / Webhook app.

Trigger Authentication#

The HTTP / Webhook API does not require authentication.

About HTTP / Webhook#

Get a unique URL where you can send HTTP or webhook requests

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:

About Salesforce#

Web services API for interacting with Salesforce

More Ways to Connect Salesforce + HTTP / Webhook#

Other Popular Integrations#

Custom Request with HTTP / Webhook API on New Object (of Selectable Type) from Salesforce (REST API) API

Salesforce + HTTP / Webhook