Send Event with eSputnik API on New Record (Instant, of Selectable Type) from Salesforce API

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

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Send Event with the eSputnik API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and eSputnik 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 Send Event action
1. Connect your eSputnik account
2. Configure Event Type Key
3. Configure Key Value
4. Optional- Configure Params
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#

Send Event on eSputnik

Description:Send an event in eSputnik. [See the docs here](https://esputnik.com/api/methods.html#/v1/event-POST)

Version:0.0.1

Key:esputnik-send-event

View on GitHub

eSputnik Overview#

The eSputnik API is a powerful tool for managing and automating your email marketing campaigns and other messaging services. Through the API, you can create targeted email sequences, manage contact lists, track email metrics, and dynamically segment your audience based on their interactions. By leveraging Pipedream's capabilities, you can connect eSputnik with hundreds of other apps to synchronize your marketing efforts, automate responses based on customer behavior, and analyze the effectiveness of your campaigns with advanced analytics.

Action Code#

import esputnik from "../../esputnik.app.mjs";

export default {
  key: "esputnik-send-event",
  name: "Send Event",
  description: "Send an event in eSputnik. [See the docs here](https://esputnik.com/api/methods.html#/v1/event-POST)",
  version: "0.0.1",
  type: "action",
  props: {
    esputnik,
    eventTypeKey: {
      type: "string",
      label: "Event Type Key",
      description: "Event type ID. If the event type does not exist, it will be created.",
    },
    keyValue: {
      type: "string",
      label: "Key Value",
      description: "Event key. Determines its uniqueness. Should contain unique value for every contact (for example: email, phone number, external contact id, etc).",
    },
    params: {
      type: "object",
      label: "Params",
      description: "List of event parameters as array of \"key\" - \"value\" pairs. Parameter keys are arbitrary. Used in campaigns and for dynamic content creation in messages.",
      optional: true,
    },
  },
  async run({ $ }) {
    const params = [];
    if (this.params) {
      for (const [
        key,
        value,
      ] of Object.entries(this.params)) {
        params.push({
          name: key,
          value,
        });
      }
    }
    const data = {
      eventTypeKey: this.eventTypeKey,
      keyValue: this.keyValue,
      params,
    };
    await this.esputnik.sendEvent({
      data,
      $,
    });
    $.export("$summary", `Successfully sent event ${this.eventTypeKey}`);
    // nothing to return
  },
};

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
eSputnik	`esputnik`	`app`	This component uses the eSputnik app.
Event Type Key	`eventTypeKey`	`string`	Event type ID. If the event type does not exist, it will be created.
Key Value	`keyValue`	`string`	Event key. Determines its uniqueness. Should contain unique value for every contact (for example: email, phone number, external contact id, etc).
Params	`params`	`object`	List of event parameters as array of "key" - "value" pairs. Parameter keys are arbitrary. Used in campaigns and for dynamic content creation in messages.

Action Authentication#

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

You can get your API Key from your eSputnik account in Profile > Settings > API.

About eSputnik#

Communicate with customers through the most convenient channel for them: email, SMS, Viber, web and mobile push notifications, or combine several channels at once.

More Ways to Connect eSputnik + Salesforce#

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Send Event with eSputnik API on New Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for eSputnik, 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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