← Salesforce + Lemon Squeezy integrations

Retrieve A Customer with Lemon Squeezy 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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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.

  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 Retrieve A Customer action
    1. Connect your Lemon Squeezy account
    2. Select a Customer Id
  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: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

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.

LabelPropTypeDescription
Lemon SqueezylemonSqueezyappThis component uses the Lemon Squeezy app.
Customer IdcustomerIdintegerSelect 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.

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