← Salesforce + HTTP / Webhook integrations

Send POST Request with HTTP / Webhook API on New Record (of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for HTTP / Webhook, Salesforce and 2,100+ other apps remarkably fast.

Trigger workflow on
New Record (of Selectable Type) from the Salesforce API
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Send POST Request with the HTTP / Webhook API
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Developers Pipedream

Getting Started

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

  1. Select this integration
  2. Configure the New Record (of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Select a Object Type
  3. Configure the Send POST Request action
    1. Connect your HTTP / Webhook account
    2. Configure HTTP Request Configuration
    3. Optional- Configure Include Response Headers
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

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

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.
LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Object TypeobjectTypestringSelect 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

Description:Send an HTTP POST request to any URL. Optionally configure query string parameters, headers and basic auth.
Version:1.1.1
Key:http-post-request

HTTP / Webhook Overview

Build, test, and send HTTP requests without code using your Pipedream workflows. The HTTP / Webhook action is a tool to build HTTP requests with a Postman-like graphical interface.

An interface for configuring an HTTP request within Pipedream's workflow system. The current selection is a GET request with fields for the request URL, authorization type (set to 'None' with a note explaining "This request does not use authorization"), parameters, headers (with a count of 1, though the detail is not visible), and body. Below the main configuration area is an option to "Include Response Headers," and a button labeled "Configure to test." The overall layout suggests a user-friendly, no-code approach to setting up custom HTTP requests.

Point and click HTTP requests

Define the target URL, HTTP verb, headers, query parameters, and payload body without writing custom code.

A screenshot of Pipedream's HTTP Request Configuration interface with a GET request type selected. The request URL is set to 'https://api.openai.com/v1/models'. The 'Auth' tab is highlighted, indicating that authentication is required for this request. In the headers section, there are two headers configured: 'User-Agent' is set to 'pipedream/1', and 'Authorization' is set to 'Bearer {{openai_api_key}}', showing how the OpenAI account's API key is dynamically inserted into the headers to handle authentication automatically.

Here's an example workflow that uses the HTTP / Webhook action to send an authenticated API request to OpenAI.

Focus on integrating, not authenticating

This action can also use your connected accounts with third-party APIs. Selecting an integrated app will automatically update the request’s headers to authenticate with the app properly, and even inject your token dynamically.

This GIF depicts the process of selecting an application within Pipedream's HTTP Request Builder. A user hovers the cursor over the 'Auth' tab and clicks on a dropdown menu labeled 'Authorization Type', then scrolls through a list of applications to choose from for authorization purposes. The interface provides a streamlined and intuitive method for users to authenticate their HTTP requests by selecting the relevant app in the configuration settings.

Pipedream integrates with thousands of APIs, but if you can’t find a Pipedream integration simply use Environment Variables in your request headers to authenticate with.

Compatible with no code actions or Node.js and Python

The HTTP/Webhook action exports HTTP response data for use in subsequent workflow steps, enabling easy data transformation, further API calls, database storage, and more.

Response data is available for both coded (Node.js, Python) and no-code steps within your workflow.

An image showing the Pipedream interface where the HTTP Webhook action has returned response data as a step export. The interface highlights a structured view of the returned data with collapsible sections. We can see 'steps.custom_request1' expanded to show 'return_value' which is an object containing a 'list'. Inside the list, an item 'data' is expanded to reveal an element with an 'id' of 'whisper-1', indicating a model created by and owned by 'openai-internal'. Options to 'Copy Path' and 'Copy Value' are available for easy access to the data points.

Action Code

import customRequest from "../custom-request/custom-request.mjs";

export default {
  ...customRequest,
  key: "http-post-request",
  name: "Send POST Request",
  description: "Send an HTTP POST request to any URL. Optionally configure query string parameters, headers and basic auth.",
  type: "action",
  version: "1.1.1",
  props: {
    ...customRequest.props,
    /* eslint-disable-next-line pipedream/props-label,pipedream/props-description */
    httpRequest: {
      ...customRequest.props.httpRequest,
      default: {
        method: "POST",
      },
    },
  },
};

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.

LabelPropTypeDescription
HTTP / WebhookhttpappThis component uses the HTTP / Webhook app.
HTTP Request ConfigurationhttpRequesthttp_request
Include Response HeadersincludeHeadersboolean

Optionally export the full response headers

Action Authentication

The HTTP / Webhook API does not require authentication.

About HTTP / Webhook

Get a unique URL where you can send HTTP or webhook requests

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