Make a Phone Call with Twilio API on New Record (Instant, of Selectable Type) from Salesforce API

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

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Make a Phone Call with the Twilio API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Twilio 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 (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
4. Optional- Select one or more Fields to Obtain
Configure the Make a Phone Call action
1. Connect your Twilio account
2. Select a From
3. Configure To
4. Select a Call Type
5. Configure Text
6. Configure URL
7. Select a Application SID
8. Optional- Configure Timeout
9. Optional- Configure Record
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 (Instant, of Selectable Type) on Salesforce

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

Version:0.2.0

Key:salesforce_rest_api-new-record-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 Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-new-record-instant",
  description: "Emit new event when a record of the selected object type is created. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fieldsToObtain: {
      propDefinition: [
        common.props.salesforce,
        "fieldsToObtain",
        (c) => ({
          objType: c.objectType,
        }),
      ],
      optional: true,
      description: "Select the field(s) to be retrieved for the records. Only applicable if the source is running on a timer. If running on a webhook, or if not specified, all fields will be retrieved.",
    },
  },
  hooks: {
    ...common.hooks,
    async deploy() {
      const objectType = this.objectType;
      const nameField = await this.salesforce.getNameFieldForObjectType(objectType);
      this.setNameField(nameField);

      // emit historical events
      const { recentItems } = await this.salesforce.listSObjectTypeIds(objectType);
      const ids = recentItems.map((item) => item.Id);
      for (const id of ids.slice(-25)) {
        const object = await this.salesforce.getSObject(objectType, id);
        const event = {
          body: {
            "New": object,
            "UserId": id,
          },
        };
        this.processWebhookEvent(event);
      }
    },
  },
  methods: {
    ...common.methods,
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;
      const {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        CreatedDate: createdDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType).toLowerCase();
      const summary = `New ${entityType} created: ${name ?? id}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "new";
    },
    async processTimerEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateTimerMeta,
        $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 = generateTimerMeta(item, fieldName);
          emit(item, meta);
        });
    },
    async timerActivateHook() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      let columns = this.fieldsToObtain;
      if (!columns?.length) {
        const { fields } = await getObjectTypeDescription(objectType);
        columns = fields.map(({ name }) => name);
      }

      setObjectTypeColumns(columns);
    },
  },
};

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.
Fields to Obtain	`fieldsToObtain`	`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#

Make a Phone Call on Twilio

Description:Make a phone call passing text, a URL, or an application that Twilio will use to handle the call. [See the documentation](https://www.twilio.com/docs/voice/api/call-resource#create-a-call-resource)

Version:0.1.5

Key:twilio-make-phone-call

View on GitHub

Twilio Overview#

Twilio's API on Pipedream opens up a multitude of communication capabilities, allowing you to build robust, scalable, and automated workflows. With Twilio, you can send and receive SMS and MMS messages, make voice calls, and perform other communication functions programmatically. Leveraging Pipedream's seamless integration, you can connect these communications features with hundreds of other services to automate notifications, streamline customer interactions, and enhance operational efficiency.

Action Code#

import { phone } from "phone";
import twilio from "../../twilio.app.mjs";
import { callToString } from "../../common/utils.mjs";

export default {
  key: "twilio-make-phone-call",
  name: "Make a Phone Call",
  description: "Make a phone call passing text, a URL, or an application that Twilio will use to handle the call. [See the documentation](https://www.twilio.com/docs/voice/api/call-resource#create-a-call-resource)",
  version: "0.1.5",
  type: "action",
  props: {
    twilio,
    from: {
      propDefinition: [
        twilio,
        "from",
      ],
    },
    to: {
      propDefinition: [
        twilio,
        "to",
      ],
    },
    callType: {
      type: "string",
      label: "Call Type",
      description: "Whether to use `text`, a `URL`, or an `application` to handle the call",
      options: [
        {
          label: "Enter text for Twilio to speak when the user picks up the phone",
          value: "text",
        },
        {
          label: "Enter a URL that returns the TwiML instructions for the call",
          value: "url",
        },
        {
          label: "Enter the SID of an Application resource that will handle the call",
          value: "application",
        },
      ],
      reloadProps: true,
    },
    text: {
      label: "Text",
      type: "string",
      description: "The text you'd like Twilio to speak to the user when they pick up the phone.",
      hidden: true,
    },
    url: {
      type: "string",
      label: "URL",
      description: "The absolute URL that returns the TwiML instructions for the call",
      hidden: true,
    },
    applicationSid: {
      propDefinition: [
        twilio,
        "applicationSid",
      ],
      hidden: true,
    },
    timeout: {
      type: "integer",
      label: "Timeout",
      description: "The integer number of seconds that we should allow the phone to ring before assuming there is no answer. The default is `60` seconds and the maximum is `600` seconds.",
      optional: true,
    },
    record: {
      type: "boolean",
      label: "Record",
      description: "Whether to record the call",
      optional: true,
      reloadProps: true,
    },
  },
  async additionalProps(existingProps) {
    const props = {};
    existingProps.text.hidden = !(this.callType === "text");
    existingProps.url.hidden = !(this.callType === "url");
    existingProps.applicationSid.hidden = !(this.callType === "application");
    if (this.record) {
      props.trim = {
        type: "string",
        label: "Trim",
        description: "Whether to trim any leading and trailing silence from the recording",
        options: [
          "trim-silence",
          "do-not-trim",
        ],
        optional: true,
      };
      props.recordingTrack = {
        type: "string",
        label: "Recording Track",
        description: "The audio track to record for the call. Default is `both`.",
        options: [
          "inbound",
          "outbound",
          "both",
        ],
        optional: true,
      };
      props.recordingCallbackUrl = {
        type: "string",
        label: "Recording Callback URL",
        description: "The URL that we call when the recording is available to be accessed",
        optional: true,
      };
    }
    return props;
  },
  async run({ $ }) {
    // Parse the given number into its E.164 equivalent
    // The E.164 phone number will be included in the first element
    // of the array, but the array will be empty if parsing fails.
    // See https://www.npmjs.com/package/phone
    const toParsed = phone(this.to);
    console.log(toParsed);
    if (!toParsed || !toParsed.phoneNumber) {
      throw new Error(`Phone number ${this.to} could not be parsed as a valid number.`);
    }

    const fromParsed = phone(this.from);
    if (!fromParsed || !fromParsed.phoneNumber) {
      throw new Error(`Phone number ${this.from} could not be parsed as a valid number.`);
    }

    const data = {
      to: toParsed.phoneNumber,
      from: fromParsed.phoneNumber,
      twiml: this.text && `<Response><Say>${this.text}</Say></Response>`,
      url: this.url,
      applicationSid: this.applicationSid,
      timeout: this.timeout,
      record: this.record,
      trim: this.trim,
      recordingTrack: this.recordingTrack,
      recordingStatusCallback: this.recordingCallbackUrl,
    };

    const resp = await this.twilio.getClient().calls.create(data);
    $.export("$summary", `Successfully made a new phone call, "${callToString(resp)}"`);
    return resp;
  },
};

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
Twilio	`twilio`	`app`	This component uses the Twilio app.
From	`from`	`string`	Select a value from the drop down menu.
To	`to`	`string`	The destination phone number in E.164 format. Format with a `+` and country code (e.g., `+16175551212`).
Call Type	`callType`	`string`	Select a value from the drop down menu:`{ "label": "Enter text for Twilio to speak when the user picks up the phone", "value": "text" }{ "label": "Enter a URL that returns the TwiML instructions for the call", "value": "url" }{ "label": "Enter the SID of an Application resource that will handle the call", "value": "application" }`
Timeout	`timeout`	`integer`	The integer number of seconds that we should allow the phone to ring before assuming there is no answer. The default is `60` seconds and the maximum is `600` seconds.
Record	`record`	`boolean`	Whether to record the call

Action Authentication#

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

To connect your Twilio account to Pipedream,

API Key and API Key SID

First, create an API key in Twilio.

There are three types of keys: Main, Standard, and Restricted. You'll need a Main key to interact with certain API endpoints, like /Accounts.
If you don't need to interact with those endpoints, you can use a Standard or Restricted key.

After creating your key, you'll see fields for Sid and Secret. Enter those in the fields below.

Account SID and Auth Token

Visit your Twilio Dashboard. You'll see your Account SID and Auth Token under Account info.