Issue Virtual Card with Ramp (Sandbox) API on New Record (of Selectable Type) from Salesforce API

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New Record (of Selectable Type) from the Salesforce API

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Issue Virtual Card with the Ramp (Sandbox) API

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Getting Started#

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

Select this integration
Configure the New Record (of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
Configure the Issue Virtual Card action
1. Connect your Ramp (Sandbox) account
2. Configure Virtual Card Name
3. Select a User ID
4. Configure Link to Existing Spend Program
5. Optional- Select a Spend Program ID
6. Optional- Select one or more Allowed Categories
7. Optional- Select one or more Blocked Categories
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 Record (of Selectable Type) on Salesforce

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

Version:0.0.6

Key:salesforce_rest_api-new-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.

Trigger Code#

import startCase from "lodash/startCase.js";

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

export default {
  ...common,
  type: "source",
  name: "New Record (of Selectable Type)",
  key: "salesforce_rest_api-new-record",
  description: "Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See [the docs](https://sforce.co/3yPSJZy) for more information.",
  version: "0.0.6",
  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 {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

      const fieldName = getNameField();
      const columns = getObjectTypeColumns();

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
      });

      const [
        latestEvent,
      ] = events;

      if (latestEvent?.CreatedDate) {
        const latestDateCovered = new Date(latestEvent.CreatedDate);
        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#

Issue Virtual Card on Ramp (Sandbox)

Description:Creates a new virtual card for a given user. [See the documentation](https://docs.ramp.com/developer-api/v1/reference/rest/limits#post-developer-v1-limits-deferred)

Version:0.0.2

Key:ramp_sandbox-issue-virtual-card

View on GitHub

Ramp (Sandbox) Overview#

The Ramp (Sandbox) API provides programmatic access to manage corporate cards and spending in a controlled environment, ideal for testing and development. With this API on Pipedream, developers can automate financial operations, synchronize accounting data, and streamline expense management workflows. Leveraging Pipedream's capabilities, users can integrate Ramp with other services to enhance financial visibility, automate reconciliation processes, and trigger actions based on spending activities.

Action Code#

import ramp from "../../ramp_sandbox.app.mjs";
import issueVirtualCard from "../../../ramp/actions/issue-virtual-card/issue-virtual-card.mjs";

export default {
  ...issueVirtualCard,
  key: "ramp_sandbox-issue-virtual-card",
  name: "Issue Virtual Card",
  description: "Creates a new virtual card for a given user. [See the documentation](https://docs.ramp.com/developer-api/v1/reference/rest/limits#post-developer-v1-limits-deferred)",
  version: "0.0.2",
  type: "action",
  props: {
    ramp,
    displayName: {
      type: "string",
      label: "Virtual Card Name",
      description: "The name of the virtual card",
    },
    userId: {
      propDefinition: [
        ramp,
        "userId",
      ],
    },
    linkToSpendProgram: {
      type: "boolean",
      label: "Link to Existing Spend Program",
      description: "Whether to link the card to an existing spend program",
      reloadProps: true,
    },
    spendProgramId: {
      propDefinition: [
        ramp,
        "spendProgramId",
      ],
      hidden: true,
    },
    allowedCategories: {
      propDefinition: [
        ramp,
        "allowedCategories",
      ],
      hidden: true,
    },
    blockedCategories: {
      propDefinition: [
        ramp,
        "blockedCategories",
      ],
      hidden: true,
    },
  },
};

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
Ramp (Sandbox)	`ramp`	`app`	This component uses the Ramp (Sandbox) app.
Virtual Card Name	`displayName`	`string`	The name of the virtual card
User ID	`userId`	`string`	Select a value from the drop down menu.
Link to Existing Spend Program	`linkToSpendProgram`	`boolean`	Whether to link the card to an existing spend program

Action Authentication#

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

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

transactions:readcards:readcards:writespend_programs:readspend_programs:writeusers:readusers:writelocations:readlocations:writelimits:readlimits:writedepartments:readdepartments:writebusiness:readreceipts:readtransfers:readvendors:readmerchants:readaccounting:readreceipts:write

About Ramp (Sandbox)#

The Ramp sandbox is a full-fledged environment in which you can explore different API endpoints and test your application.

More Ways to Connect Ramp (Sandbox) + Salesforce#

Other Popular Integrations#

Issue Virtual Card with Ramp (Sandbox) API on New Outbound Message (Instant) from Salesforce API

Salesforce + Ramp (Sandbox)

Issue Virtual Card with Ramp (Sandbox) API on New Record (of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Ramp (Sandbox), 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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