Get Session Reports with Zoho Assist API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

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Get Session Reports with the Zoho Assist API

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Getting Started#

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

Select this integration
Configure the New Deleted Record (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
Configure the Get Session Reports action
1. Connect your Zoho Assist account
2. Select a Type
3. Configure From Date
4. Configure To Date
5. Optional- Configure Email
6. Optional- Configure Index
7. Optional- Configure Count
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 Deleted Record (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)

Version:0.1.0

Key:salesforce_rest_api-record-deleted-instant

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";

export default {
  ...common,
  type: "source",
  name: "New Deleted Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-deleted-instant",
  description: "Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)",
  version: "0.1.0",
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { Old: oldObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = oldObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "deleted";
    },
    async processTimerEvent(eventData) {
      const {
        startTimestamp,
        endTimestamp,
      } = eventData;
      const {
        deletedRecords,
        latestDateCovered,
      } = await this.salesforce.getDeletedForObjectType(
        this.objectType,
        startTimestamp,
        endTimestamp,
      );
      this.setLatestDateCovered(latestDateCovered);

      // When a record is deleted, the `getDeleted` API only shows the ID of the
      // deleted item and the date in which it was deleted.
      deletedRecords.forEach((item) => {
        const meta = this.generateTimerMeta(item);
        this.$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.
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.
	`timer`	`$.interface.timer`	The timer is only used as a fallback if instant event delivery (webhook) is not available.
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 Session Reports on Zoho Assist

Description:Fetch the reports of previously conducted sessions. [See the documentation](https://www.zoho.com/assist/api/getsessionreports.html)

Version:0.0.1

Key:zoho_assist-get-session-reports

View on GitHub

Zoho Assist Overview#

The Zoho Assist API provides remote support and access functionalities, enabling automated session management, customer support, and IT operations. By integrating it with Pipedream, you can craft serverless workflows that respond to various triggers and perform actions like creating support sessions, fetching session details, or managing users. The API's versatility in Pipedream allows for streamlined coordination between support requests and responses, facilitating seamless IT support and management tasks.

Action Code#

import { defineAction } from "@pipedream/types";
import app from "../../app/zoho_assist.app.mjs";
import { GET_SESSION_REPORTS_TYPE_OPTIONS } from "../../common/constants.mjs";
import { getValidDate } from "../../common/methods.mjs";
export default defineAction({
    name: "Get Session Reports",
    description: "Fetch the reports of previously conducted sessions. [See the documentation](https://www.zoho.com/assist/api/getsessionreports.html)",
    key: "zoho_assist-get-session-reports",
    version: "0.0.1",
    type: "action",
    props: {
        app,
        type: {
            propDefinition: [
                app,
                "type",
            ],
            options: GET_SESSION_REPORTS_TYPE_OPTIONS,
        },
        fromDate: {
            propDefinition: [
                app,
                "date",
            ],
            label: "From Date",
        },
        toDate: {
            propDefinition: [
                app,
                "date",
            ],
            label: "To Date",
        },
        email: {
            type: "string",
            label: "Email",
            description: "To fetch reports conducted by specific technician.",
            optional: true,
        },
        index: {
            type: "string",
            label: "Index",
            description: "Index of the record.",
            optional: true,
        },
        count: {
            type: "integer",
            label: "Count",
            description: "Number of rows per page.",
            optional: true,
        },
    },
    methods: {
        getValidDate,
    },
    async run({ $ }) {
        const { type, fromDate, toDate, email, index, count, } = this;
        const params = {
            $,
            params: {
                type,
                fromdate: this.getValidDate(fromDate, true),
                todate: this.getValidDate(toDate, true),
                email,
                index,
                count,
            },
        };
        const { representation } = await this.app.getSessionReports(params);
        $.export("$summary", `Successfully fetched ${representation.length} session reports`);
        return representation;
    },
});

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
Zoho Assist	`app`	`app`	This component uses the Zoho Assist app.
Type	`type`	`string`	Select a value from the drop down menu:`{ "label": "Remote Support", "value": "rs" }{ "label": "Unattended Remote Support", "value": "URS" }{ "label": "All", "value": "all" }`
From Date	`fromDate`	`string`	Timestamp in ISO 8601 format.
To Date	`toDate`	`string`	Timestamp in ISO 8601 format.
Email	`email`	`string`	To fetch reports conducted by specific technician.
Index	`index`	`string`	Index of the record.
Count	`count`	`integer`	Number of rows per page.

Action Authentication#

Zoho Assist uses OAuth authentication. When you connect your Zoho Assist account, Pipedream will open a popup window where you can sign into Zoho Assist and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho Assist API.

Pipedream requests the following authorization scopes when you connect your account:

ZohoAssist.sessionapi.ALLZohoAssist.userapi.READZohoAssist.reportapi.READ