← Salesforce + BulkGate integrations

Send SMS with BulkGate API on New Updated Record (of Selectable Type) from Salesforce API

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New Updated Record (of Selectable Type) from the Salesforce API
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Send SMS with the BulkGate API
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Getting Started

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

  1. Select this integration
  2. Configure the New Updated Record (of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Select a Object Type
  3. Configure the Send SMS action
    1. Connect your BulkGate account
    2. Configure Recipient Number
    3. Configure Message Text
    4. Optional- Configure Is Unicode
    5. Optional- Select a Sender ID
    6. Optional- Configure Sender ID Value
    7. Optional- Configure Country
    8. Optional- Configure Application ID
    9. Optional- Configure Application Token
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event (at regular intervals) when a record of arbitrary type (selected as an input parameter by the user) is updated. [See the docs](https://sforce.co/3yPSJZy) for more information.
Version:0.1.12
Key:salesforce_rest_api-record-updated

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";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  type: "source",
  name: "New Updated Record (of Selectable Type)",
  key: "salesforce_rest_api-record-updated",
  description: "Emit new event (at regular intervals) when a record of arbitrary type (selected as an input parameter by the user) is updated. [See the docs](https://sforce.co/3yPSJZy) for more information.",
  version: "0.1.12",
  hooks: {
    ...common.hooks,
    async activate() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      await common.hooks.activate.call(this);

      const { fields } = await getObjectTypeDescription(objectType);
      const columns = fields.map(({ name }) => name);

      setObjectTypeColumns(columns);
    },
  },
  methods: {
    ...common.methods,
    generateMeta(item, fieldName) {
      const { objectType } = this;

      const {
        LastModifiedDate: lastModifiedDate,
        [fieldName]: name,
        Id: id,
      } = item;

      const entityType = startCase(objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      return {
        id: `${id}-${ts}`,
        summary,
        ts,
      };
    },
    async processEvent(eventData) {
      const {
        getNameField,
        getObjectTypeColumns,
        paginate,
        objectType,
        setLatestDateCovered,
        generateMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

      const fieldName = getNameField();
      const columns = getObjectTypeColumns();

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
        dateFieldName: constants.FIELD_NAME.LAST_MODIFIED_DATE,
      });

      const [
        latestEvent,
      ] = events;

      if (latestEvent?.LastModifiedDate) {
        const latestDateCovered = new Date(latestEvent.LastModifiedDate);
        latestDateCovered.setSeconds(0);
        setLatestDateCovered(latestDateCovered.toISOString());
      }

      Array.from(events)
        .reverse()
        .forEach((item) => {
          const meta = generateMeta(item, fieldName);
          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.
LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Object TypeobjectTypestringSelect 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

Description:Sends an SMS message to a phone number. [See the docs](https://help.bulkgate.com/docs/en/http-simple-transactional-post-json.html).
Version:0.0.1
Key:bulkgate-send-sms

BulkGate Overview

The BulkGate API enables automated sending of SMS messages, offering a powerful way to communicate with customers or users directly through their mobile devices. With this API on Pipedream, you can craft workflows that trigger SMS notifications based on specific events, such as new sign-ups, transaction alerts, or appointment reminders. It's a tool for enhancing customer engagement, support, and conversion through timely and personalized messaging.

Action Code

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

export default {
  key: "bulkgate-send-sms",
  name: "Send SMS",
  description: "Sends an SMS message to a phone number. [See the docs](https://help.bulkgate.com/docs/en/http-simple-transactional-post-json.html).",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    number: {
      propDefinition: [
        app,
        "number",
      ],
    },
    text: {
      propDefinition: [
        app,
        "text",
      ],
    },
    unicode: {
      propDefinition: [
        app,
        "unicode",
      ],
    },
    senderId: {
      propDefinition: [
        app,
        "senderId",
      ],
    },
    senderIdValue: {
      propDefinition: [
        app,
        "senderIdValue",
      ],
    },
    country: {
      propDefinition: [
        app,
        "country",
      ],
    },
    appId: {
      propDefinition: [
        app,
        "appId",
      ],
    },
    appToken: {
      propDefinition: [
        app,
        "appToken",
      ],
    },
  },
  methods: {
    sendSMS(args = {}) {
      return this.app.create({
        path: "/simple/transactional",
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      number,
      text,
      unicode,
      senderId,
      senderIdValue,
      country,
      appId,
      appToken,
    } = this;

    const response = await this.sendSMS({
      step,
      data: {
        number,
        text,
        unicode,
        sender_id: senderId,
        sender_id_value: senderIdValue,
        country,
        appId,
        appToken,
      },
    });

    step.export("$summary", `Successfully sent SMS with ID ${response.data.sms_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.

LabelPropTypeDescription
BulkGateappappThis component uses the BulkGate app.
Recipient Numbernumberstring

The phone number you want to send the SMS to.

Message Texttextstring

Text of SMS message (max. 612 characters, or 268 characters if Unicode is used), UTF-8 encoding

Is Unicodeunicodeboolean

Yes/true/1 for Unicode SMS, no/false/0 for 7bit SMS.

Sender IDsenderIdstringSelect a value from the drop down menu:{ "label": "System Number", "value": "gSystem" }{ "label": "Short Code", "value": "gShort" }{ "label": "Text sender", "value": "gText" }{ "label": "Mobile Connect", "value": "gMobile" }{ "label": "Mobile Connect push - Sends a notification to the Mobile Connect app", "value": "gPush" }{ "label": "Own Number (number verification required)", "value": "gOwn" }{ "label": "BulkGate Profile ID", "value": "gProfile" }{ "label": "BulkGate Profile ID", "value": "<int>" }
Sender ID ValuesenderIdValuestring

Sender value - gOwn (e.g. 420 777 777 777), gText (e.g. BulkGate), gProfile (e.g. 423), gMobile or gPush (KEY).

Countrycountrystring

Provide the recipients numbers in an international format (with prefix, e.g. 44) or add the country code in ISO 3166-1 alpha-2 format (7820125799 + GB = 447820125799). See the country example request. If null, your set timezone will be used to fill the information

Application IDappIdstring

The ID of the application you want to use to send the SMS.

Application TokenappTokenstring

The token of the application you want to use to send the SMS.

Action Authentication

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

You can get your App ID and Token on your Dashboard > Modules & APIs.

About BulkGate

Reach anyone, anywhere in the world with BulkGate SMS gateway.

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