Send Document Using Template with FlexiSign API on New Updated Field on Record (of Selectable Type) from Salesforce API

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New Updated Field on Record (of Selectable Type) from the Salesforce API

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Send Document Using Template with the FlexiSign API

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Getting Started#

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

Select this integration
Configure the New Updated Field on Record (of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
4. Select a Field
5. Optional- Configure Field Updated to
Configure the Send Document Using Template action
1. Connect your FlexiSign account
2. Select a Template 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 Updated Field on Record (of Selectable Type) on Salesforce

Description:Emit new event (at regular intervals) when a field of your choosing is updated on any record of a specified Salesforce object. Field history tracking must be enabled for the chosen field. See the docs on [field history tracking](https://sforce.co/3mtj0rF) and [history objects](https://sforce.co/3Fn4lWB) for more information.

Version:0.1.11

Key:salesforce_rest_api-updated-field-on-record

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 words from "lodash/words.js";
import common from "../common.mjs";

const { salesforce } = common.props;

/**
 * Uses the Salesforce REST API's [sObject Get Updated endpoint](https://sforce.co/3yPSJZy) on the
 * [StandardObjectNamedHistory model](https://sforce.co/3Fn4lWB) to get changes to field values of
 * an sObject type. Associated sObject records are retrieved and emitted for history object records
 * matching configured `field` and `fieldUpdatedTo` prop values.
 */
export default {
  ...common,
  dedupe: "greatest",
  type: "source",
  name: "New Updated Field on Record (of Selectable Type)",
  key: "salesforce_rest_api-updated-field-on-record",
  description: "Emit new event (at regular intervals) when a field of your choosing is updated on any record of a specified Salesforce object. Field history tracking must be enabled for the chosen field. See the docs on [field history tracking](https://sforce.co/3mtj0rF) and [history objects](https://sforce.co/3Fn4lWB) for more information.",
  version: "0.1.11",
  props: {
    ...common.props,
    objectType: {
      type: common.props.objectType.type,
      label: common.props.objectType.label,
      description: common.props.objectType.description,
      propDefinition: [
        salesforce,
        "objectType",
        () => ({
          filter: ({
            replicateable,
            associateEntityType,
          }) => replicateable && associateEntityType === "History",
          mapper: ({ associateParentEntity: value }) => words(value).join(" "),
        }),
      ],
    },
    field: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
          filter: ({ updateable }) => updateable,
        }),
      ],
    },
    fieldUpdatedTo: {
      propDefinition: [
        salesforce,
        "fieldUpdatedTo",
      ],
    },
  },
  hooks: {
    ...common.hooks,
    async activate() {
      const {
        objectType,
        getObjectTypeDescription,
        setHistoryObjectType,
        setObjectTypeColumns,
      } = this;

      await common.hooks.activate.call(this);

      const historyObjectType = `${objectType}History`;

      const { fields } = await getObjectTypeDescription(historyObjectType);
      const columns = fields.map(({ name }) => name);

      setHistoryObjectType(historyObjectType);
      setObjectTypeColumns(columns);
    },
  },
  methods: {
    ...common.methods,
    getHistoryObjectType() {
      return this.db.get("historyObjectType");
    },
    setHistoryObjectType(historyObjectType) {
      this.db.set("historyObjectType", historyObjectType);
    },
    isRelevant(item) {
      const {
        field,
        fieldUpdatedTo,
      } = this;

      const isFieldRelevant =
        item.Field === field
        || item.Field === `${item.DataType}${field}`;

      const isFieldValueRelevant =
        !fieldUpdatedTo
        || item.NewValue === fieldUpdatedTo;

      return isFieldRelevant && isFieldValueRelevant;
    },
    generateMeta(event) {
      const {
        objectType,
        field,
      } = this;

      const {
        CreatedDate: createdDate,
        Id: id,
        [`${objectType}Id`]: objectId,
      } = event;

      const ts = Date.parse(createdDate);
      return {
        id: `${id}-${ts}`,
        summary: `${field} on ${objectType}: ${objectId}`,
        ts,
      };
    },
    async processEvent({
      startTimestamp, endTimestamp,
    }) {
      const {
        getHistoryObjectType,
        getObjectTypeColumns,
        setLatestDateCovered,
        isRelevant,
        paginate,
        generateMeta,
        $emit: emit,
      } = this;

      const objectType = getHistoryObjectType();
      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()
        .filter(isRelevant)
        .forEach((event) => {
          const meta = generateMeta(event);
          emit(event, 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.

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.
	`timer`	`$.interface.timer`
Object Type	`objectType`	`string`	Select a value from the drop down menu.
Field	`field`	`string`	Select a value from the drop down menu.
Field Updated to	`fieldUpdatedTo`	`string`	If provided, the trigger will only fire when the updated field is an EXACT MATCH (including spacing and casing) to the value you provide in this field

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#

Send Document Using Template on FlexiSign

Description:Sends a signature request to the specified recipients for a document generated from a template. [See the documentation](https://flexisign.io/app/integrations/flexisignapi)

Version:0.0.1

Key:flexisign-send-document-using-template

View on GitHub

Action Code#

import { snakeCaseToTitleCase } from "../../common/utils.mjs";
import flexisign from "../../flexisign.app.mjs";

export default {
  key: "flexisign-send-document-using-template",
  name: "Send Document Using Template",
  description: "Sends a signature request to the specified recipients for a document generated from a template. [See the documentation](https://flexisign.io/app/integrations/flexisignapi)",
  version: "0.0.1",
  type: "action",
  props: {
    flexisign,
    templateId: {
      propDefinition: [
        flexisign,
        "templateId",
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.templateId) {
      const { data: { bodyStructure } } = await this.flexisign.getTemplateDetails({
        params: {
          templateId: this.templateId,
        },
      });

      for (const [
        key,
        value,
      ] of Object.entries(bodyStructure)) {
        if ([
          "templateId",
          "recipientsCount",
        ].includes(key)) continue;

        const title = snakeCaseToTitleCase(key);
        props[key] = {
          type: typeof value === "number"
            ? "integer"
            : "string",
          label: title,
          description: title,
          default: typeof value === "number"
            ? value
            : undefined,
        };
      }
    }
    return props;
  },
  async run({ $ }) {
    const {
      flexisign,
      ...data
    } = this;

    const response = await flexisign.sendSignatureRequest({
      $,
      data,
    });

    $.export("$summary", `Signature request sent for template ID: ${this.templateId}`);
    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
FlexiSign	`flexisign`	`app`	This component uses the FlexiSign app.
Template ID	`templateId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

About FlexiSign#

Create an e-Signature with FlexiSign

More Ways to Connect FlexiSign + Salesforce#

Other Popular Integrations#

Send Document Using Template with FlexiSign API on New Record (of Selectable Type) from Salesforce API

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Send Document Using Template with FlexiSign API on New Updated Field on Record (of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for FlexiSign, 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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