Send Message (Advanced) with Discord API on New Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Discord, Salesforce and 2,400+ other apps remarkably fast.

Trigger workflow on

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

Next, do this

Send Message (Advanced) with the Discord API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

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

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Salesforce trigger and Discord 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 Message (Advanced) action
1. Connect your Discord account
2. Configure channel
3. Optional- Configure Message
4. Optional- Configure Thread ID
5. Optional- Configure Username
6. Optional- Configure Avatar URL
7. Optional- Configure Include link to workflow
8. Optional- Configure Suppress notifications
9. Optional- Configure Embeds
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 Message (Advanced) on Discord

Description:Send a simple or structured message (using embeds) to a Discord channel

Version:1.0.2

Key:discord-send-message-advanced

View on GitHub

Discord Overview#

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Action Code#

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

export default {
  ...common,
  key: "discord-send-message-advanced",
  name: "Send Message (Advanced)",
  description: "Send a simple or structured message (using embeds) to a Discord channel",
  version: "1.0.2",
  type: "action",
  props: {
    ...common.props,
    message: {
      propDefinition: [
        common.props.discord,
        "message",
      ],
      optional: true,
    },
    embeds: {
      propDefinition: [
        common.props.discord,
        "embeds",
      ],
    },
  },
  async run({ $ }) {
    const {
      message,
      avatarURL,
      threadID,
      username,
      includeSentViaPipedream,
      suppressNotifications,
      embeds: embedsProp,
    } = this;
    const embeds = embedsProp;

    if (!message && !embeds) {
      throw new ConfigurationError("This action requires at least 1 message OR embeds object. Please enter one or the other above.");
    }

    let content = message;
    if (includeSentViaPipedream) {
      if (embeds?.length) {
        embeds.push({
          "color": 16777215,
          "description": this.getSentViaPipedreamText(),
        });
      } else {
        content = this.appendPipedreamText(message ?? "");
      }
    }

    try {
      const resp = await this.discord.sendMessage(this.channel, {
        avatar_url: avatarURL,
        username,
        flags: this.getMessageFlags(suppressNotifications),
        embeds,
        content,
      }, {
        thread_id: threadID,
      });
      $.export("$summary", "Message sent successfully");
      return resp || {
        success: true,
      };
    } catch (err) {
      const unsentMessage = this.getUserInputProps();
      $.export("unsent", unsentMessage);
      throw err;
    }
  },
};

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
Discord	`discord`	`app`	This component uses the Discord app.
channel	`channel`	`$.discord.channel`
Message	`message`	`string`	Enter a simple message up to 2000 characters. This is the most commonly used field. However, it's optional if you pass embed content.
Thread ID	`threadID`	`string`	If provided, the message will be posted to this thread
Username	`username`	`string`	Overrides the current username of the webhook
Avatar URL	`avatarURL`	`string`	If used, it overrides the default avatar of the webhook. Note: Consecutive posts by the same username within 10 minutes of each other will not display updated avatar.
Include link to workflow	`includeSentViaPipedream`	`boolean`	Defaults to `true`, includes a link to this workflow at the end of your Discord message.
Suppress notifications	`suppressNotifications`	`boolean`	Defaults to `false`, sends the message as silent, triggers no notifications to clients.
Embeds	`embeds`	`any`	Optionally pass an array of embed objects. E.g., {{ [{"description":"Use markdown including Italic bold __underline__ ~~strikeout~~ [hyperlink](https://google.com) `code`"}] }}. To pass data from another step, enter a reference using double curly brackets (e.g., `{{steps.mydata.$return_value}}`). Tip: Construct the `embeds` array in a Node.js code step, return it, and then pass the return value to this step.

Action Authentication#

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

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

botemailidentifyguilds

About Discord#

Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.

More Ways to Connect Discord + Salesforce#

Other Popular Integrations#

Send Message (Advanced) with Discord API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Discord

Send Message (Advanced) with Discord API on New Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Discord, Salesforce and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular