Send Template Signature with Boloforms 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 Template Signature with the Boloforms API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Boloforms 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 Template Signature action
1. Connect your Boloforms account
2. Select a Document ID
3. Configure Subject
4. Configure Message
5. Configure Receivers List
6. Optional- Configure Custom Variables
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 Template Signature on Boloforms

Description:Dispatch a predefined template to obtain a signature. [See the documentation](https://help.boloforms.com/en/articles/8557564-sending-for-signing)

Version:0.0.1

Key:boloforms-send-template-signature

View on GitHub

Boloforms Overview#

Boloforms is a powerful tool designed to handle form submissions without the need for a server. With the Boloforms API, you can dynamically process, store, and manage form submissions. By integrating Boloforms with Pipedream, you can automate workflows, trigger actions in other apps, and streamline data management, making it an excellent choice for businesses and developers looking to enhance their form handling capabilities. Pipedream's capabilities allow you to connect Boloforms data with numerous other services like email platforms, databases, and CRM systems to enhance functionality and automate routine tasks.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import boloforms from "../../boloforms.app.mjs";
import { parseObject } from "../../common/utils.mjs";

export default {
  key: "boloforms-send-template-signature",
  name: "Send Template Signature",
  description: "Dispatch a predefined template to obtain a signature. [See the documentation](https://help.boloforms.com/en/articles/8557564-sending-for-signing)",
  version: "0.0.1",
  type: "action",
  props: {
    boloforms,
    documentId: {
      propDefinition: [
        boloforms,
        "documentId",
        () => ({
          isStandAloneTemplate: true,
        }),
      ],
      type: "string",
    },
    subject: {
      propDefinition: [
        boloforms,
        "subject",
      ],
    },
    message: {
      propDefinition: [
        boloforms,
        "message",
      ],
    },
    receiversList: {
      type: "string[]",
      label: "Receivers List",
      description: "A list of receiver objects. **Format: {\"name\": \"Chirag Gupta\", \"email\": \"support@boloforms.com\", \"roleTitle\": \"Junior Doctor\", \"roleColour\": \"#8FB1C8\"}** `RoleTitle has to exactly same as the role you added otherwise it will not work properly`. `Give color to your role you can pass any hex code but it's necessary`.",
    },
    customVariables: {
      type: "string[]",
      label: "Custom Variables",
      description: "A list of custom variable objects. **Format: {\"varName\": \"[v1]\", \"varValue\": \"v1 value from api\" }**. `Variable name has to be in square barckets`. `If you don't pass customVariables then also the call would work, Boloforms will pass each variable as empty.`.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.boloforms.dispatchPDFTemplate({
      $,
      data: {
        documentId: this.documentId,
        mailData: {
          subject: this.subject,
          message: this.message,
        },
        receiversList: parseObject(this.receiversList),
        customVariables: parseObject(this.customVariables),
      },
    });

    if (response.error) {
      throw new ConfigurationError(response.error);
    }

    $.export("$summary", `Template dispatched successfully to ${parseObject(this.receiversList).length} receivers`);
    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
Boloforms	`boloforms`	`app`	This component uses the Boloforms app.
Document ID	`documentId`	`string`	Select a value from the drop down menu.
Subject	`subject`	`string`	The subject will be sent.
Message	`message`	`string`	The message will be sent.
Receivers List	`receiversList`	`string[]`	A list of receiver objects. Format: {"name": "Chirag Gupta", "email": "support@boloforms.com", "roleTitle": "Junior Doctor", "roleColour": "#8FB1C8"} `RoleTitle has to exactly same as the role you added otherwise it will not work properly`. `Give color to your role you can pass any hex code but it's necessary`.
Custom Variables	`customVariables`	`string[]`	A list of custom variable objects. Format: {"varName": "[v1]", "varValue": "v1 value from api" }. `Variable name has to be in square barckets`. `If you don't pass customVariables then also the call would work, Boloforms will pass each variable as empty.`.

Action Authentication#

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

To retrieve your API Key and Workspace ID,

Navigate to your Boloforms account and sign in
Click the "Settings" menu on the left bottom.
Go to “API Key”.

About Boloforms#

Take Digital Signatures in PDF & forms | Best Digital software | Affordable Digital Signature Software.

More Ways to Connect Boloforms + Salesforce#

Other Popular Integrations#

Send Template Signature with Boloforms API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Boloforms

Send Template Signature with Boloforms API on New Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Boloforms, 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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