Get Organization Details with Crunchbase API on New Updated Record (of Selectable Type) from Salesforce API

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New Updated Record (of Selectable Type) from the Salesforce API

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Get Organization Details with the Crunchbase API

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Getting Started#

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

Select this integration
Configure the New Updated Record (of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
Configure the Get Organization Details action
1. Connect your Crunchbase account
2. Select a Entity ID
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 Updated Record (of Selectable Type) on Salesforce

Description:Emit new event (at regular intervals) when a record of arbitrary type (selected as an input parameter by the user) is updated. [See the docs](https://sforce.co/3yPSJZy) for more information.

Version:0.1.12

Key:salesforce_rest_api-record-updated

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";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  type: "source",
  name: "New Updated Record (of Selectable Type)",
  key: "salesforce_rest_api-record-updated",
  description: "Emit new event (at regular intervals) when a record of arbitrary type (selected as an input parameter by the user) is updated. [See the docs](https://sforce.co/3yPSJZy) for more information.",
  version: "0.1.12",
  hooks: {
    ...common.hooks,
    async activate() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      await common.hooks.activate.call(this);

      const { fields } = await getObjectTypeDescription(objectType);
      const columns = fields.map(({ name }) => name);

      setObjectTypeColumns(columns);
    },
  },
  methods: {
    ...common.methods,
    generateMeta(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,
      };
    },
    async processEvent(eventData) {
      const {
        getNameField,
        getObjectTypeColumns,
        paginate,
        objectType,
        setLatestDateCovered,
        generateMeta,
        $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 = generateMeta(item, fieldName);
          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.
	`timer`	`$.interface.timer`
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 Organization Details on Crunchbase

Description:Retrieve details about an organization. [See the documentation](https://data.crunchbase.com/reference/get_data-entities-organizations-entity-id)

Version:0.0.1

Key:crunchbase-get-organization

View on GitHub

Crunchbase Overview#

The Crunchbase API grants access to a trove of information on companies, investors, and the key players steering them. With Pipedream, you can harness this data to enrich CRM leads, track investments, or automate market research. By marrying the Crunchbase API with Pipedream's serverless platform, you unlock a realm of possibilities, creating workflows that respond dynamically to events like funding rounds or acquisitions, or that periodically aggregate data for analysis.

Action Code#

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

export default {
  key: "crunchbase-get-organization",
  name: "Get Organization Details",
  description: "Retrieve details about an organization. [See the documentation](https://data.crunchbase.com/reference/get_data-entities-organizations-entity-id)",
  version: "0.0.1",
  type: "action",
  props: {
    crunchbase,
    entityId: {
      propDefinition: [
        crunchbase,
        "entityId",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.crunchbase.getOrganizationDetails({
      $,
      entityId: this.entityId,
    });

    $.export("$summary", `Successfully retrieved details for organization with ID ${this.entityId}`);
    return response;
  },
};

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
Crunchbase	`crunchbase`	`app`	This component uses the Crunchbase app.
Entity ID	`entityId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

All API calls require a user key which is emailed to following user registration. More info in available in Crunchbase API Documentation.

About Crunchbase#

Discover innovative companies and the people behind them

More Ways to Connect Crunchbase + Salesforce#

Other Popular Integrations#

Get Organization Details with Crunchbase API on New Record (of Selectable Type) from Salesforce API

Salesforce + Crunchbase

Get Organization Details with Crunchbase API on New Updated Record (of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Crunchbase, Salesforce and 2,200+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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