Message Profile with Dux Soup 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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Message Profile with the Dux Soup API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Dux Soup 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 Message Profile action
1. Connect your Dux Soup account
2. Configure Target Profile URL
3. Configure Message
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#

Message Profile on Dux Soup

Description:Queues a direct message that will be sent to the targeted profile. [See the documentation](https://support.dux-soup.com/article/115-remote-control-by-example)

Version:0.0.1

Key:dux_soup-message-profile

View on GitHub

Dux Soup Overview#

The Dux Soup API enables users to automate interactions and manage leads on LinkedIn. Within Pipedream, you can harness this API to craft workflows that engage with your LinkedIn network, manage connections, and streamline your lead generation process. Automating tasks like sending connection requests, following up with contacts, and tracking profile visits can save valuable time and boost your LinkedIn marketing efforts.

Action Code#

import duxSoup from "../../dux_soup.app.mjs";

export default {
  key: "dux_soup-message-profile",
  name: "Message Profile",
  description: "Queues a direct message that will be sent to the targeted profile. [See the documentation](https://support.dux-soup.com/article/115-remote-control-by-example)",
  version: "0.0.1",
  type: "action",
  props: {
    duxSoup,
    targetProfileUrl: {
      propDefinition: [
        duxSoup,
        "targetProfileUrl",
      ],
    },
    message: {
      propDefinition: [
        duxSoup,
        "message",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.duxSoup.makeRequest({
      $,
      requestBody: {
        command: "message",
        params: {
          profile: this.targetProfileURL,
          messagetext: this.message,
        },
      },
    });
    $.export("$summary", `Message queued to profile ${this.targetProfileUrl}`);
    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
Dux Soup	`duxSoup`	`app`	This component uses the Dux Soup app.
Target Profile URL	`targetProfileUrl`	`string`	The URL of the LinkedIn profile you want to target
Message	`message`	`string`	The message to send to the targeted LinkedIn profile

Action Authentication#

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

In order to use this integration, you must be on Dux Soup Turbo License or higher. See pricing for more details.

Navigate to your Dux Soup extension on Chrome and sign in
Click the Settings wheel
Under "User", click "Expert", and reload if it is not already selected.
Copy your User ID.
Click on the "Connect" Tab and toggle "Remote Control".
Copy your Remote Control Authentication Key and Remote Control URL.

About Dux Soup#

Find, attract and engage with your prospects on LinkedIn. Scale your business with free marketing automation.

More Ways to Connect Dux Soup + Salesforce#

Other Popular Integrations#

Message Profile with Dux Soup API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Dux Soup

Message Profile with Dux Soup API on New Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Dux Soup, Salesforce and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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