Send Email Invitation with Zoho Survey API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

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

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Send Email Invitation with the Zoho Survey API

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Getting Started#

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

Select this integration
Configure the New Deleted Record (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
Configure the Send Email Invitation action
1. Connect your Zoho Survey account
2. Select a Portal
3. Select a Department
4. Select a Survey
5. Select a Collector
6. Select a Trigger Invitation
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 Deleted Record (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)

Version:0.1.0

Key:salesforce_rest_api-record-deleted-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 Deleted Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-deleted-instant",
  description: "Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)",
  version: "0.1.0",
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { Old: oldObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = oldObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "deleted";
    },
    async processTimerEvent(eventData) {
      const {
        startTimestamp,
        endTimestamp,
      } = eventData;
      const {
        deletedRecords,
        latestDateCovered,
      } = await this.salesforce.getDeletedForObjectType(
        this.objectType,
        startTimestamp,
        endTimestamp,
      );
      this.setLatestDateCovered(latestDateCovered);

      // When a record is deleted, the `getDeleted` API only shows the ID of the
      // deleted item and the date in which it was deleted.
      deletedRecords.forEach((item) => {
        const meta = this.generateTimerMeta(item);
        this.$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.

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.

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 Email Invitation on Zoho Survey

Description:Sends an email invitation with Zoho Survey.

Version:0.0.4

Key:zoho_survey-send-email-invitation

View on GitHub

Zoho Survey Overview#

The Zoho Survey API enables you to integrate your surveys and their data with other applications, automating your workflows and allowing you to manage surveys and responses efficiently. Within Pipedream, you can harness this API to trigger workflows, process survey responses, create or update surveys, and sync your survey data with other services. This streamlined interaction facilitates real-time data collection and analysis, leading to informed decision-making and proactive engagement with your audience.

Action Code#

import zohoSurvey from "../../zoho_survey.app.mjs";

export default {
  key: "zoho_survey-send-email-invitation",
  name: "Send Email Invitation",
  description: "Sends an email invitation with Zoho Survey.",
  version: "0.0.4",
  type: "action",
  props: {
    zohoSurvey,
    portalId: {
      propDefinition: [
        zohoSurvey,
        "portalId",
      ],
    },
    groupId: {
      propDefinition: [
        zohoSurvey,
        "groupId",
        (c) => ({
          portalId: c.portalId,
        }),
      ],
    },
    surveyId: {
      propDefinition: [
        zohoSurvey,
        "surveyId",
        (c) => ({
          portalId: c.portalId,
          groupId: c.groupId,
        }),
      ],
    },
    collectorId: {
      propDefinition: [
        zohoSurvey,
        "collectorId",
        (c) => ({
          portalId: c.portalId,
          groupId: c.groupId,
          surveyId: c.surveyId,
        }),
      ],
    },
    distributionId: {
      propDefinition: [
        zohoSurvey,
        "distributionId",
        (c) => ({
          portalId: c.portalId,
          groupId: c.groupId,
          surveyId: c.surveyId,
          collectorId: c.collectorId,
        }),
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    const fields = await this.zohoSurvey.listEmailFields({
      portalId: this.portalId,
      groupId: this.groupId,
      surveyId: this.surveyId,
      collectorId: this.collectorId,
      distributionId: this.distributionId,
    });
    for (const field of fields) {
      props[field.key] = {
        type: "string",
        label: field.label,
        optional: !field.required,
      };
    }
    return props;
  },
  async run({ $ }) {
    const {
      zohoSurvey,
      portalId,
      groupId,
      surveyId,
      collectorId,
      distributionId,
      ...otherProps
    } = this;

    const response = await zohoSurvey.sendEmailInvitation({
      portalId,
      groupId,
      surveyId,
      collectorId,
      distributionId,
      data: {
        contactsList: [
          otherProps,
        ],
      },
      $,
    });

    if (response?.errormessage) {
      throw new Error(response.errormessage);
    }

    $.export("$summary", "Successfully sent email inviation.");

    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
Zoho Survey	`zohoSurvey`	`app`	This component uses the Zoho Survey app.
Portal	`portalId`	`string`	Select a value from the drop down menu.
Department	`groupId`	`string`	Select a value from the drop down menu.
Survey	`surveyId`	`string`	Select a value from the drop down menu.
Collector	`collectorId`	`string`	Select a value from the drop down menu.
Trigger Invitation	`distributionId`	`string`	Select a value from the drop down menu.

Action Authentication#

Zoho Survey uses OAuth authentication. When you connect your Zoho Survey account, Pipedream will open a popup window where you can sign into Zoho Survey and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho Survey API.

Pipedream requests the following authorization scopes when you connect your account:

ZohoSurvey.user.READZohoSurvey.portal.READZohoSurvey.survey.READZohoSurvey.webhook.CREATEZohoSurvey.webhook.DELETEZohoSurvey.webhook.READZohoSurvey.surveybuilder.READZohoSurvey.surveybuilder.CREATE

About Zoho Survey#

Easily create online surveys and questionnaires for free. Use Zoho Survey to collect data for customer satisfaction, feedback, business, research, and more.

More Ways to Connect Zoho Survey + Salesforce#

Other Popular Integrations#

Send Email Invitation with Zoho Survey API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Zoho Survey

Send Email Invitation with Zoho Survey API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Zoho Survey, 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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