← Salesforce + Symbl.ai integrations

Submit Video URL with Symbl.ai API on New Record (of Selectable Type) from Salesforce API

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New Record (of Selectable Type) from the Salesforce API
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Submit Video URL with the Symbl.ai API
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Getting Started

This integration creates a workflow with a Salesforce trigger and Symbl.ai 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 Record (of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Select a Object Type
  3. Configure the Submit Video URL action
    1. Connect your Symbl.ai account
    2. Configure Video URL
    3. Optional- Configure Meeting Name
    4. Optional- Configure Custom Vocabulary
    5. Optional- Configure Confidence Threshold
    6. Optional- Configure Detect Phrases
    7. Optional- Configure Webhook URL
    8. Optional- Configure Detect Entities
    9. Optional- Select a Language Code
    10. Optional- Select a Mode
    11. Optional- Configure Enable Separate Recognition per Channel
    12. Optional- Configure Enable All Trackers
    13. Optional- Configure Enable Speaker Diarization
    14. Optional- Configure Number of Speakers
    15. Optional- Configure Trackers
    16. Optional- Configure Channel Metadata
    17. Optional- Configure Enable Summary
  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 object type (selected as an input parameter by the user) is created. See [the docs](https://sforce.co/3yPSJZy) for more information.
Version:0.0.6
Key:salesforce_rest_api-new-record

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 (of Selectable Type)",
  key: "salesforce_rest_api-new-record",
  description: "Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See [the docs](https://sforce.co/3yPSJZy) for more information.",
  version: "0.0.6",
  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 {
        CreatedDate: createdDate,
        [fieldName]: name,
        Id: id,
      } = item;
      const entityType = startCase(objectType);
      const summary = `New ${entityType} created: ${name}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(eventData) {
      const {
        paginate,
        objectType,
        setLatestDateCovered,
        getObjectTypeColumns,
        getNameField,
        generateMeta,
        $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 = 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:Submit a Video file by providing the URL for processing. See the doc [here](https://docs.symbl.ai/docs/async-api/overview/video/post-video-url).
Version:0.0.9
Key:symbl_ai-post-video-url

Symbl.ai Overview

The Symbl.ai API supercharges your applications with advanced conversation intelligence. By tapping into Symbl.ai via Pipedream, you can automate the analysis of voice, text, and video communications. Extract actionable items, follow-ups, and insights in real-time or from recorded content. This API's magic lies in its ability to provide contextually relevant insights, topic detection, sentiment analysis, and conversation metrics without extensive training data or setup time.

Action Code

import symblAIApp from "../../symbl_ai.app.mjs";
import languages from "../common/languages.mjs";
import utils from "../common/utils.mjs";

export default {
  key: "symbl_ai-post-video-url",
  name: "Submit Video URL",
  description: "Submit a Video file by providing the URL for processing. See the doc [here](https://docs.symbl.ai/docs/async-api/overview/video/post-video-url).",
  version: "0.0.9",
  type: "action",
  props: {
    symblAIApp,
    videoUrl: {
      type: "string",
      label: "Video URL",
      description: "The URL of the video file to be processed.",
    },
    meetingName: {
      type: "string",
      label: "Meeting Name",
      description: "The meeting name. The default name is set to the conversationId.",
      optional: true,
    },
    customVocabulary: {
      type: "string[]",
      label: "Custom Vocabulary",
      description: "List of words and phrases that provide hints to the speech recognition task.",
      optional: true,
    },
    confidenceThreshold: {
      type: "string",
      label: "Confidence Threshold",
      description: "Minimum confidence score that you can set for an API to consider it as a valid insight (action items, follow-ups, topics, and questions). It should be in the range <=0.5 to <=1.0 (i.e., greater than or equal to 0.5 and less than or equal to 1.0.). The default value is 0.5.",
      optional: true,
    },
    detectPhrases: {
      type: "boolean",
      label: "Detect Phrases",
      description: "It shows Actionable Phrases in each sentence of conversation. These sentences can be found using the Conversation's Messages API. Accepts `true` or `false` values.",
      optional: true,
    },
    webhookUrl: {
      type: "string",
      label: "Webhook URL",
      description: "Webhook URL on which job updates to be sent.",
      optional: true,
    },
    detectEntities: {
      type: "boolean",
      label: "Detect Entities",
      description: "It returns any entities detected in the conversation. See [Entities API](https://docs.symbl.ai/docs/conversation-api/entities) for reference. Default value is false.",
      optional: true,
    },
    languageCode: {
      type: "string",
      label: "Language Code",
      description: "Language used in the conversation. See [supported languages](https://docs.symbl.ai/docs/async-api/overview/async-api-supported-languages) for reference. Default language is English (en-US).",
      options: languages,
      optional: true,
    },
    mode: {
      type: "string",
      label: "Mode",
      description: "Set this parameter to `phone` when the audio is generated from a phone call (8khz sampling rate). The `default` mode works for audio generated from a video or audio meeting (16khz or higher sampling rate).",
      options: [
        "default",
        "phone",
      ],
      optional: true,
    },
    enableSeparateRecognitionPerChannel: {
      type: "boolean",
      label: "Enable Separate Recognition per Channel",
      description: "Enables Speaker Separated Channel video processing. Accepts `true` or `false` values.",
      optional: true,
    },
    enableAllTrackers: {
      type: "boolean",
      label: "Enable All Trackers",
      description: "Set this parameter to `true` to enable detection of all the Trackers configured for your account. Default value is `false`.",
      optional: true,
    },
    enableSpeakerDiarization: {
      type: "boolean",
      label: "Enable Speaker Diarization",
      description: "Set this parameter to `true` to enable Speaker Separation. Default value is `false`.  See [Speaker Separation](https://docs.symbl.ai/docs/async-api/overview/video/post-video-url/#speaker-separation) for reference.",
      optional: true,
    },
    diarizationSpeakerCount: {
      type: "string",
      label: "Number of Speakers",
      description: "The number of unique speakers in this conversation. See [Speaker Separation](https://docs.symbl.ai/docs/async-api/overview/video/post-video-url/#speaker-separation) for reference.",
      optional: true,
    },
    trackers: {
      type: "string",
      label: "Trackers",
      description: "Provide a JSON array of the information to be tracked containing the `name` and the `vocabulary` information. The tracker object is represented by the following structure: `[{\"name\": \"Promotion Mention\",\"vocabulary\": [\"We have a special promotion going on if you book this before\",\"I can offer you a discount of 10 or 20 percent you being a new customer for us\",\"We have a sale right now on\"]}]`. See doc [here](https://docs.symbl.ai/docs/management-api/trackers/create-tracker).",
      optional: true,
    },
    channelMetadata: {
      type: "string",
      label: "Channel Metadata",
      description: "Provide a JSON array of participants with their `channel` and `speaker` information. Each participant object is represented by the following structure:  `[{\"channel\": 1,\"speaker\": {\"name\": \"Joe Doe\",\"email\": \"joe@doe.com\"}},{\"channel\": 2,\"speaker\": {\"name\": \"Mary Jones\",\"email\": \"mary@email.com\"}}]`. See doc [here](https://docs.symbl.ai/docs/async-api/overview/video/post-video#channel-metadata)",
      optional: true,
    },
    enableSummary: {
      type: "boolean",
      label: "Enable Summary",
      description: "Generate the Conversation summary automatically. Accepts `true` or `false` values.",
      optional: true,
    },
  },
  async run({ $ }) {
    const trackers = utils.emptyStrToUndefined(this.trackers);
    const channelMetadata = utils.emptyStrToUndefined(this.channelMetadata);
    const response =
      await this.symblAIApp.postVideoUrl({
        $,
        data: {
          url: this.videoUrl,
          name: this.meetingName,
          customVocabulary: this.customVocabulary,
          confidenceThreshold: this.confidenceThreshold,
          detectPhrases: this.detectPhrases,
          webhookUrl: this.webhookUrl,
          detectEntities: this.detectEntities,
          languageCode: this.languageCode,
          mode: this.mode,
          enableSeparateRecognitionPerChannel: this.enableSeparateRecognitionPerChannel,
          enableAllTrackers: this.enableAllTrackers,
          enableSpeakerDiarization: this.enableSpeakerDiarization,
          diarizationSpeakerCount: this.diarizationSpeakerCount,
          trackers: JSON.parse(trackers || "[]"),
          channelMetadata: JSON.parse(channelMetadata || "[]"),
          enableSummary: this.enableSummary,
        },
      });
    $.export("$summary", `Successfully posted video URL for processing with Conversation Id: ${response.conversationId} and Job Id: ${response.jobId}`);
    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
Symbl.aisymblAIAppappThis component uses the Symbl.ai app.
Video URLvideoUrlstring

The URL of the video file to be processed.

Meeting NamemeetingNamestring

The meeting name. The default name is set to the conversationId.

Custom VocabularycustomVocabularystring[]

List of words and phrases that provide hints to the speech recognition task.

Confidence ThresholdconfidenceThresholdstring

Minimum confidence score that you can set for an API to consider it as a valid insight (action items, follow-ups, topics, and questions). It should be in the range <=0.5 to <=1.0 (i.e., greater than or equal to 0.5 and less than or equal to 1.0.). The default value is 0.5.

Detect PhrasesdetectPhrasesboolean

It shows Actionable Phrases in each sentence of conversation. These sentences can be found using the Conversation's Messages API. Accepts true or false values.

Webhook URLwebhookUrlstring

Webhook URL on which job updates to be sent.

Detect EntitiesdetectEntitiesboolean

It returns any entities detected in the conversation. See Entities API for reference. Default value is false.

Language CodelanguageCodestringSelect a value from the drop down menu:{ "label": "English (United States)", "value": "en-US" }{ "label": "English (United Kingdom)", "value": "en-GB" }{ "label": "English (Australia)", "value": "en-AU" }{ "label": "English (Ireland)", "value": "en-IE" }{ "label": "English (India)", "value": "en-IN" }{ "label": "English (South Africa)", "value": "en-ZA" }{ "label": "Russian (Russian Federation)", "value": "ru-RU" }{ "label": "French (Canada)", "value": "fr-CA" }{ "label": "French (France)", "value": "fr-FR" }{ "label": "German (Germany)", "value": "de-DE" }{ "label": "Italian (Italy)", "value": "it-IT" }{ "label": "Dutch (Netherlands)", "value": "nl-NL" }{ "label": "Japanese (Japan)", "value": "ja-JP" }{ "label": "Spanish (United States)", "value": "es-US" }{ "label": "Spanish (Spain)", "value": "es-ES" }{ "label": "Arabic (Saudi Arabia)", "value": "ar-SA" }{ "label": "Hindi (India)", "value": "hi-IN" }{ "label": "Portuguese (Brazil)", "value": "pt-BR" }{ "label": "Portuguese (Portugal)", "value": "pt-PT" }{ "label": "Persian (Iran)", "value": "fa-IR" }
ModemodestringSelect a value from the drop down menu:defaultphone
Enable Separate Recognition per ChannelenableSeparateRecognitionPerChannelboolean

Enables Speaker Separated Channel video processing. Accepts true or false values.

Enable All TrackersenableAllTrackersboolean

Set this parameter to true to enable detection of all the Trackers configured for your account. Default value is false.

Enable Speaker DiarizationenableSpeakerDiarizationboolean

Set this parameter to true to enable Speaker Separation. Default value is false. See Speaker Separation for reference.

Number of SpeakersdiarizationSpeakerCountstring

The number of unique speakers in this conversation. See Speaker Separation for reference.

Trackerstrackersstring

Provide a JSON array of the information to be tracked containing the name and the vocabulary information. The tracker object is represented by the following structure: [{"name": "Promotion Mention","vocabulary": ["We have a special promotion going on if you book this before","I can offer you a discount of 10 or 20 percent you being a new customer for us","We have a sale right now on"]}]. See doc here.

Channel MetadatachannelMetadatastring

Provide a JSON array of participants with their channel and speaker information. Each participant object is represented by the following structure: [{"channel": 1,"speaker": {"name": "Joe Doe","email": "joe@doe.com"}},{"channel": 2,"speaker": {"name": "Mary Jones","email": "mary@email.com"}}]. See doc here

Enable SummaryenableSummaryboolean

Generate the Conversation summary automatically. Accepts true or false values.

Action Authentication

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

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

About Symbl.ai

AI platform built for analyzing open domain human-to-human conversations

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