Send Fax with Phaxio API on New Outbound Message (Instant) from Salesforce API

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New Outbound Message (Instant) from the Salesforce API

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Send Fax with the Phaxio API

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Getting Started#

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

Select this integration
Configure the New Outbound Message (Instant) trigger
1. Connect your Salesforce account
2. Configure infoBox
Configure the Send Fax action
1. Connect your Phaxio account
2. Configure To
3. Configure Content URL
4. Optional- Configure Header Text
5. Optional- Configure Header Page Nums
6. Optional- Configure Callback URL
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 Outbound Message (Instant) on Salesforce

Description:Emit new event when a new outbound message is received in Salesforce.

Version:0.1.11

Key:salesforce_rest_api-new-outbound-message

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 { XMLParser } from "fast-xml-parser";
import salesforce from "../../salesforce_rest_api.app.mjs";

export default {
  type: "source",
  name: "New Outbound Message (Instant)",
  key: "salesforce_rest_api-new-outbound-message",
  description: "Emit new event when a new outbound message is received in Salesforce.",
  version: "0.1.11",
  dedupe: "unique",
  props: {
    db: "$.service.db",
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    salesforce,
    infoBox: {
      type: "alert",
      alertType: "info",
      content: `See Salesforce's guide on [setting up Outbound Messaging](https://sforce.co/3JbZJom).
\\
Set the Outbound Message's \`Endpoint URL\` to the endpoint of this source, which you can view after it is created.
\\
The \`Send Session ID\` option must be enabled in Salesforce for validating outbound messages.`,
    },
  },
  methods: {
    _unwrapMessage(message) {
      const parser = new XMLParser({
        removeNSPrefix: true,
      });
      const obj = parser.parse(message);
      const notifications = obj["Envelope"]["Body"].notifications;
      return notifications;
    },
    _sendHttpResponse(successValue = true, status) {
      // eslint-disable-next-line multiline-ternary
      status = status ?? (successValue ? 200 : 400);
      this.http.respond({
        status,
        body: `
          <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
          xmlns:out="http://soap.sforce.com/2005/09/outbound">
            <soapenv:Header/>
            <soapenv:Body>
              <out:notificationsResponse>
                <out:Ack>${successValue}</out:Ack>
              </out:notificationsResponse>
            </soapenv:Body>
          </soapenv:Envelope>
        `,
        headers: {
          "content-type": "text/xml",
        },
      });
    },
    async _isValidSessionId(sessionId) {
      try {
        const data = await this.salesforce.getUserInfo(sessionId);
        return Boolean(data);
      } catch (err) {
        console.log("Error validating SessionId:", err);
        return false;
      }
    },
    async _isValidSource(data) {
      const { SessionId: sessionId } = data;
      if (!sessionId) {
        throw new Error("The outbound message is missing a Session ID. Please configure the outbound message to send Session ID to validate the webhook source.");
      }

      return this._isValidSessionId(sessionId);
    },
    generateMeta(data) {
      const {
        ActionId: actionId,
        Notification: { Id: eventId },
      } = data;
      const id = `${eventId}-${actionId}`;
      const summary = JSON.stringify(data);
      const ts = Date.now();
      return {
        id,
        summary,
        ts,
      };
    },
  },
  async run(event) {
    const { bodyRaw } = event;
    this._sendHttpResponse(true);
    const data = this._unwrapMessage(bodyRaw);
    if (!(await this._isValidSource(data))) {
      console.log("Skipping event from unrecognized source");
      return;
    }

    let notifications = data.Notification;
    if (!Array.isArray(notifications)) {
      notifications = [
        data.Notification,
      ];
    }

    notifications.forEach((n) => {
      const notification = Object.assign(data, {
        Notification: n,
      });
      this.$emit(notification, this.generateMeta(notification));
    });
  },
};

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
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.
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.

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#

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

Action#

Send Fax on Phaxio

Description:Sends a fax. [See docs here](https://www.phaxio.com/docs/api/v2.1/faxes/create_and_send_fax)

Version:0.0.2

Key:phaxio-send-fax

View on GitHub

Phaxio Overview#

The Phaxio API turns the cumbersome fax communication into a streamlined digital process. By leveraging Phaxio with Pipedream, you can automate sending and receiving faxes, manage fax statuses, and integrate fax capabilities into your existing digital workflows without dealing with traditional fax machines. This can be particularly useful for industries like healthcare, legal, or finance where faxing documents is still prevalent.

Action Code#

import phaxio from "../../phaxio.app.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  name: "Send Fax",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  key: "phaxio-send-fax",
  description: "Sends a fax. [See docs here](https://www.phaxio.com/docs/api/v2.1/faxes/create_and_send_fax)",
  type: "action",
  props: {
    phaxio,
    to: {
      label: "To",
      description: "A phone number in [E.164 format](https://www.twilio.com/docs/glossary/what-e164) (+[country code][number]). E.g. `+5547991856893`",
      type: "string",
    },
    contentUrl: {
      label: "Content URL",
      description: "A URL to be rendered and sent as the fax content. E.g. `https://i.imgur.com/BRkm0s0.jpeg`",
      type: "string",
    },
    headerText: {
      label: "Header Text",
      description: "Text that will be displayed at the top of each page of the fax. 50 characters maximum, all unicode characters accepted.",
      type: "string",
      optional: true,
    },
    headerPageNums: {
      label: "Header Page Nums",
      description: "Turns page numbers in header on or off. Default is `true`",
      type: "boolean",
      default: true,
      optional: true,
    },
    callbackUrl: {
      label: "Callback URL",
      description: "You can specify a callback url that will override the one you have defined globally for your account.",
      type: "string",
      optional: true,
    },
  },
  async run({ $ }) {
    if (this.headerText?.length > 50) {
      throw new ConfigurationError("The header must be have an maximum of 50 characters");
    }

    const response = await this.phaxio.sendFax({
      $,
      data: {
        to: this.to,
        content_url: this.contentUrl,
        header_text: this.headerText,
        header_page_nums: this.headerPageNums,
        callback_url: this.callbackUrl,
      },
    });

    if (response) {
      $.export("$summary", `Successfully sent fax with id ${response.id}`);
    }

    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
Phaxio	`phaxio`	`app`	This component uses the Phaxio app.
To	`to`	`string`	A phone number in E.164 format (+[country code][number]). E.g. `+5547991856893`
Content URL	`contentUrl`	`string`	A URL to be rendered and sent as the fax content. E.g. `https://i.imgur.com/BRkm0s0.jpeg`
Header Text	`headerText`	`string`	Text that will be displayed at the top of each page of the fax. 50 characters maximum, all unicode characters accepted.
Header Page Nums	`headerPageNums`	`boolean`	Turns page numbers in header on or off. Default is `true`
Callback URL	`callbackUrl`	`string`	You can specify a callback url that will override the one you have defined globally for your account.

Action Authentication#

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

To get your API key and secret, go to the API Keys page in Phaxio's sidebar.

About Phaxio#

Build apps that talk fax. Send and receive fax through our advanced, best-in-class API.

More Ways to Connect Phaxio + Salesforce#

Other Popular Integrations#

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Send Fax with Phaxio API on New Outbound Message (Instant) from Salesforce API

Pipedream makes it easy to connect APIs for Phaxio, Salesforce and 2,900+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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