Retrieve A Customer with Lemon Squeezy API on New Record (Instant, of Selectable Type) from Salesforce API

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

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

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Retrieve A Customer with the Lemon Squeezy API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Lemon Squeezy 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 Retrieve A Customer action
1. Connect your Lemon Squeezy account
2. Select a Customer Id
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#

Retrieve A Customer on Lemon Squeezy

Description:Retrive an existent customer. [See docs here](https://docs.lemonsqueezy.com/api/customers#retrieve-a-customer)

Version:0.0.1

Key:lemon_squeezy-retrieve-customer

View on GitHub

Lemon Squeezy Overview#

The Lemon Squeezy API lets you manage and sell digital products with ease. On Pipedream, you can integrate Lemon Squeezy with your sales, marketing, and support tools to automate tasks like customer follow-ups, license management, and sales reporting. With Pipedream's serverless platform, you can create workflows that trigger on Lemon Squeezy events or schedule tasks, process data, and connect to a vast array of other apps and services without writing backend infrastructure.

Action Code#

import { defineAction } from "@pipedream/types";
import lemonSqueezy from "../../app/lemon_squeezy.app.mjs";
export default defineAction({
    name: "Retrieve A Customer",
    version: "0.0.1",
    key: "lemon_squeezy-retrieve-customer",
    description: "Retrive an existent customer. [See docs here](https://docs.lemonsqueezy.com/api/customers#retrieve-a-customer)",
    type: "action",
    props: {
        lemonSqueezy,
        customerId: {
            propDefinition: [
                lemonSqueezy,
                "customerId",
            ],
        },
    },
    async run({ $ }) {
        const { customerId, lemonSqueezy, } = this;
        const response = await lemonSqueezy.retrieveCustomer({
            $,
            customerId,
        });
        $.export("$summary", `Customer with id ${customerId} was successfully fetched!`);
        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
Lemon Squeezy	`lemonSqueezy`	`app`	This component uses the Lemon Squeezy app.
Customer Id	`customerId`	`integer`	Select a value from the drop down menu.

Action Authentication#

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

To connect Pipedream with your Lemon Squeezy account,

Sign in to your Lemon Squeezy account
Create a new API key here
Paste that below

About Lemon Squeezy#

Lemon Squeezy is the all-in-one platform for running your SaaS business. Payments, subscriptions, global tax compliance, fraud prevention, multi-currency support, failed payment recovery, PayPal integration and more. We make running your software business easy peasy.

More Ways to Connect Lemon Squeezy + Salesforce#

Other Popular Integrations#

Retrieve A Customer with Lemon Squeezy API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Lemon Squeezy

Retrieve A Customer with Lemon Squeezy API on New Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Lemon Squeezy, 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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