Send SMS Verification with FraudLabs Pro 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 SMS Verification with the FraudLabs Pro API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and FraudLabs Pro 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 SMS Verification action
1. Connect your FraudLabs Pro account
2. Configure Telephone Number
3. Configure Message
4. Optional- Configure Country Code
5. Optional- Configure Result Format
6. Optional- Configure OTP Timeout
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 SMS Verification on FraudLabs Pro

Description:Send an SMS with verification code and a custom message for authentication purpose. Please refer to the [documentation](https://www.fraudlabspro.com/developer/api/send-verification) for the explanation of the result returned. NOTE: You need to register for an API key before using this REST API. Please visit [Micro Plan](https://www.fraudlabspro.com/sign-up) to sign up for an API key if you do not have one. In addition, you will also have to make sure you have enough SMS credits to send any verification SMS.

Version:0.0.3

Key:fraudlabs_pro-send-sms-verification

View on GitHub

FraudLabs Pro Overview#

The FraudLabs Pro API offers a robust suite of fraud prevention tools that empower users to screen online transactions for fraud. It leverages advanced scoring analytics to rate the risk level of a transaction based on various verification checks, such as IP address, email, transaction velocity, and more. Using Pipedream, developers can integrate these capabilities into workflows to automate fraud checks, augment data analysis, and trigger actions based on fraud scores.

Action Code#

import fraudlabsProApp from "../../fraudlabs_pro.app.mjs";

export default {
  name: "Send SMS Verification",
  description: "Send an SMS with verification code and a custom message for authentication purpose. Please refer to the [documentation](https://www.fraudlabspro.com/developer/api/send-verification) for the explanation of the result returned. NOTE: You need to register for an API key before using this REST API. Please visit [Micro Plan](https://www.fraudlabspro.com/sign-up) to sign up for an API key if you do not have one. In addition, you will also have to make sure you have enough SMS credits to send any verification SMS.",
  key: "fraudlabs_pro-send-sms-verification",
  version: "0.0.3",
  type: "action",
  props: {
    fraudlabsProApp,
    tel: {
      type: "string",
      label: "Telephone Number",
      description: "The recipient mobile phone number in E164 format which is a plus followed by just numbers with no spaces or parentheses. For example, `+12015550123`",
    },
    mesg: {
      type: "string",
      label: "Message",
      description: "The message template for the SMS. Add <otp> as placeholder for the actual OTP to be generated. Max length is 140 characters. For example, `Your OTP for the transaction is <otp>`",
    },
    countryCode: {
      type: "string",
      label: "Country Code",
      description: "*(optional)* ISO 3166 country code for the recipient mobile phone number. If parameter is supplied, then some basic telephone number validation is done.",
      optional: true,
    },
    format: {
      propDefinition: [
        fraudlabsProApp,
        "format",
      ],
    },
    otpTimeout: {
      type: "string",
      label: "OTP Timeout",
      description: "*(optional)* Timeout feature for OTP value in seconds. Default is `3600` seconds(1 hour). Min timeout is 15 seconds whereas max timeout is `86400` seconds(24 hours).",
      optional: true,
    },
  },
  async run({ $ }) {

    const {
      tel,
      mesg,
      countryCode,
      format,
      otpTimeout,
    } = this;

    const response =
    await this.fraudlabsProApp.sendSmsVerification({
      tel,
      format,
      mesg,
      country_code: countryCode ?? "",
      otp_timeout: otpTimeout ?? "",
    });

    if ('error' in response) {
      throw new Error(`Fraudlabs Pro response: error code ${response.error.error_code} - ${response.error.error_message}`);
    } else {
      $.export("$summary", "Successfully sent SMS verification");
    }
    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
FraudLabs Pro	`fraudlabsProApp`	`app`	This component uses the FraudLabs Pro app.
Telephone Number	`tel`	`string`	The recipient mobile phone number in E164 format which is a plus followed by just numbers with no spaces or parentheses. For example, `+12015550123`
Message	`mesg`	`string`	The message template for the SMS. Add <otp> as placeholder for the actual OTP to be generated. Max length is 140 characters. For example, `Your OTP for the transaction is <otp>`
Country Code	`countryCode`	`string`	(optional) ISO 3166 country code for the recipient mobile phone number. If parameter is supplied, then some basic telephone number validation is done.
Result Format	`format`	`string`	(optional) Format of the result. Available values are `json` or `xml`. If unspecified, json format will be used for the response message.
OTP Timeout	`otpTimeout`	`string`	(optional) Timeout feature for OTP value in seconds. Default is `3600` seconds(1 hour). Min timeout is 15 seconds whereas max timeout is `86400` seconds(24 hours).

Action Authentication#

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

To get your API Key, sign on to your Fraudlabs Pro account and and go to the Accounts -> Licenses page.

About FraudLabs Pro#

FraudLabs Pro helps merchants to protect their online e-commerce stores from malicious fraudsters. It screens all sales orders transacted using credit cards, PayPal, and so on for online frauds (also known as payment frauds or CNP frauds).