Update Customer Information with DigitalRiver 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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Update Customer Information with the DigitalRiver API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and DigitalRiver 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 (of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
Configure the Update Customer Information action
1. Connect your DigitalRiver account
2. Select a Customer ID
3. Optional- Configure Email
4. Optional- Configure Shipping Address Line 1
5. Optional- Configure Shipping Address Line 2
6. Optional- Configure Shipping Address City
7. Optional- Configure Shipping Address Postal Code
8. Optional- Configure Shipping Address State
9. Optional- Select a Shipping Address Country
10. Optional- Configure Shipping Name
11. Optional- Configure Shipping Phone
12. Optional- Configure Shipping Email
13. Optional- Configure Shipping Organization
14. Optional- Configure Shipping Neighborhood
15. Optional- Configure Shipping Division
16. Optional- Configure Shipping Phonetic Name
17. Optional- Configure Tax Certificate Company Name
18. Optional- Configure Tax Certificate Autority
19. Optional- Configure Tax Certificate Start Date
20. Optional- Configure Tax Certificate End Date
21. Optional- Select a Tax Certificate File Id
22. Optional- Configure Request To Be Forgotten
23. Optional- Select a Type
24. Optional- Configure Metadata
25. Optional- Configure Locale
26. Optional- Configure Enabled
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 (of Selectable Type) on Salesforce

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

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 (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.

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.
	`timer`	`$.interface.timer`
Object Type	`objectType`	`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#

Update Customer Information on DigitalRiver

Description:Updates the information for a customer in Digital River. [See the documentation](https://www.digitalriver.com/docs/digital-river-api-reference/#tag/Customers/operation/updateCustomers)

Version:0.0.1

Key:digitalriver-update-customer-information

View on GitHub

DigitalRiver Overview#

The DigitalRiver API lets you manage e-commerce activities like orders, payments, and customer information. On Pipedream, you can harness this API to create automated workflows that integrate with other apps, react to events, process transactions, and handle global e-commerce complexities. Pipedream's serverless platform enables you to build and execute these workflows quickly, without setting up infrastructure, and to connect DigitalRiver with countless other services for a seamless e-commerce ecosystem.

Action Code#

import { COUNTRY_OPTIONS } from "../../common/constants.mjs";
import { clearObj } from "../../common/utils.mjs";
import digitalriver from "../../digitalriver.app.mjs";

export default {
  key: "digitalriver-update-customer-information",
  name: "Update Customer Information",
  description: "Updates the information for a customer in Digital River. [See the documentation](https://www.digitalriver.com/docs/digital-river-api-reference/#tag/Customers/operation/updateCustomers)",
  version: "0.0.1",
  type: "action",
  props: {
    digitalriver,
    customerId: {
      propDefinition: [
        digitalriver,
        "customerId",
      ],
    },
    email: {
      type: "string",
      label: "Email",
      description: "The customer email address.",
      optional: true,
    },
    line1: {
      type: "string",
      label: "Shipping Address Line 1",
      description: "The first line of the address.",
      optional: true,
    },
    line2: {
      type: "string",
      label: "Shipping Address Line 2",
      description: "The second line of the address.",
      optional: true,
    },
    city: {
      type: "string",
      label: "Shipping Address City",
      description: "The city of the address.",
      optional: true,
    },
    postalCode: {
      type: "string",
      label: "Shipping Address Postal Code",
      description: "The postal code of the address.",
      optional: true,
    },
    state: {
      type: "string",
      label: "Shipping Address State",
      description: "The state, county, province, or region.",
      optional: true,
    },
    country: {
      type: "string",
      label: "Shipping Address Country",
      description: "A [two-letter Alpha-2 country code](https://www.iban.com/country-codes) as described in the [ISO 3166](https://www.iso.org/iso-3166-country-codes.html) international standard.",
      options: COUNTRY_OPTIONS,
      optional: true,
    },
    name: {
      type: "string",
      label: "Shipping Name",
      description: "The recipient's name.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Shipping Phone",
      description: "The recipient's phone number.",
      optional: true,
    },
    shippingEmail: {
      type: "string",
      label: "Shipping Email",
      description: "The recipient's email address.",
      optional: true,
    },
    organization: {
      type: "string",
      label: "Shipping Organization",
      description: "The recipient's organization.",
      optional: true,
    },
    neighborhood: {
      type: "string",
      label: "Shipping Neighborhood",
      description: "The neighborhood of the address.",
      optional: true,
    },
    division: {
      type: "string",
      label: "Shipping Division",
      description: "A division within an organization.",
      optional: true,
    },
    phoneticName: {
      type: "string",
      label: "Shipping Phonetic Name",
      description: "The phonetic spelling of a name.",
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Tax Certificate Company Name",
      description: "The name of the company that holds the certificate.",
      optional: true,
    },
    taxAuthority: {
      type: "string",
      label: "Tax Certificate Autority",
      description: "The issuing state.",
      optional: true,
    },
    startDate: {
      type: "string",
      label: "Tax Certificate Start Date",
      description: "Tax certificate start date.",
      optional: true,
    },
    endDate: {
      type: "string",
      label: "Tax Certificate End Date",
      description: "Tax certificate end date.",
      optional: true,
    },
    fileId: {
      propDefinition: [
        digitalriver,
        "fileId",
      ],
      label: "Tax Certificate File Id",
      description: "The identifier of the file that contains the tax certificate.",
      optional: true,
    },
    requestToBeForgotten: {
      type: "boolean",
      label: "Request To Be Forgotten",
      description: "If `true`, indicates this customer has submitted a request to be forgotten.",
      optional: true,
    },
    type: {
      type: "string",
      label: "Type",
      description: "The type of customer.",
      options: [
        "business",
        "individual",
      ],
      optional: true,
    },
    metadata: {
      propDefinition: [
        digitalriver,
        "metadata",
      ],
      optional: true,
    },
    locale: {
      type: "string",
      label: "Locale",
      description: "A locale designator that combines the two-letter ISO 639-1 language code with the ISO 3166-1 alpha-2 country code.",
      optional: true,
    },
    enabled: {
      type: "boolean",
      label: "Enabled",
      description: "Usually used to disable the customer. The default is true. If false, attempts to create orders for the customer will fail.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      digitalriver,
      customerId,
      line1,
      line2,
      city,
      postalCode,
      state,
      country,
      name,
      phone,
      shippingEmail,
      organization,
      neighborhood,
      division,
      phoneticName,
      companyName,
      taxAuthority,
      startDate,
      endDate,
      fileId,
      ...data
    } = this;

    const response = await digitalriver.updateCustomer({
      $,
      customerId,
      data: clearObj({
        ...data,
        shipping: {
          address: {
            line1,
            line2,
            city,
            postalCode,
            state,
            country,
          },
          name,
          phone,
          email: shippingEmail,
          organization,
          additionalAddressInfo: {
            neighborhood,
            division,
            phoneticName,
          },
        },
        taxCertificate: {
          companyName,
          taxAuthority,
          startDate,
          endDate,
          fileId,
        },
      }),
    });

    $.export("$summary", `Updated customer information for contact ID ${this.customerId}`);
    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
DigitalRiver	`digitalriver`	`app`	This component uses the DigitalRiver app.
Customer ID	`customerId`	`string`	Select a value from the drop down menu.
Email	`email`	`string`	The customer email address.
Shipping Address Line 1	`line1`	`string`	The first line of the address.
Shipping Address Line 2	`line2`	`string`	The second line of the address.
Shipping Address City	`city`	`string`	The city of the address.
Shipping Address Postal Code	`postalCode`	`string`	The postal code of the address.
Shipping Address State	`state`	`string`	The state, county, province, or region.
Shipping Address Country	`country`	`string`	Select a value from the drop down menu:`AFALDZASADAOAIAQAGARAMAWAUATAZBSBHBDBBBYBEBZBJBMBTBOBQBABWBVBRIOBNBGBFBICVKHCMCAKYCFTDCLCNCXCCCOKMCDCGCKCRHRCUCWCYCZCIDKDJDMDOECEGSVGQEREESZETFKFOFJFIFRGFPFTFGAGMGEDEGHGIGRGLGDGPGUGTGGGNGWGYHTHMVAHNHKHUISINIDIRIQIEIMILITJMJPJEJOKZKEKIKPKRKWKGLALVLBLSLRLYLILTLUMOMGMWMYMVMLMTMHMQMRMUYTMXFMMDMCMNMEMSMAMZMMNANRNPNLNCNZNINENGNUNFMPNOOMPKPWPSPAPGPYPEPHPNPLPTPRQAMKRORURWREBLSHKNLCMFPMVCWSSMSTSASNRSSCSLSGSXSKSISBSOZAGSSSESLKSDSRSJSECHSYTWTJTZTHTLTGTKTOTTTNTRTMTCTVUGUAAEGBUMUSUYUZVUVEVNVGVIWFEHYEZMZWAX`
Shipping Name	`name`	`string`	The recipient's name.
Shipping Phone	`phone`	`string`	The recipient's phone number.
Shipping Email	`shippingEmail`	`string`	The recipient's email address.
Shipping Organization	`organization`	`string`	The recipient's organization.
Shipping Neighborhood	`neighborhood`	`string`	The neighborhood of the address.
Shipping Division	`division`	`string`	A division within an organization.
Shipping Phonetic Name	`phoneticName`	`string`	The phonetic spelling of a name.
Tax Certificate Company Name	`companyName`	`string`	The name of the company that holds the certificate.
Tax Certificate Autority	`taxAuthority`	`string`	The issuing state.
Tax Certificate Start Date	`startDate`	`string`	Tax certificate start date.
Tax Certificate End Date	`endDate`	`string`	Tax certificate end date.
Tax Certificate File Id	`fileId`	`string`	Select a value from the drop down menu.
Request To Be Forgotten	`requestToBeForgotten`	`boolean`	If `true`, indicates this customer has submitted a request to be forgotten.
Type	`type`	`string`	Select a value from the drop down menu:`businessindividual`
Metadata	`metadata`	`object`	Key-value pairs used to store additional data. Value can be string, boolean or integer types.
Locale	`locale`	`string`	A locale designator that combines the two-letter ISO 639-1 language code with the ISO 3166-1 alpha-2 country code.
Enabled	`enabled`	`boolean`	Usually used to disable the customer. The default is true. If false, attempts to create orders for the customer will fail.

Action Authentication#

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

About DigitalRiver#

The ultimate ecommerce accelerator for global growth. Fast, easy, risk-free expansion into 240+ destinations. Accelerate. Simplify. Optimize.

More Ways to Connect DigitalRiver + Salesforce#

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Update Customer Information with DigitalRiver API on New Record (of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for DigitalRiver, Salesforce and 2,200+ other apps remarkably fast.

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

Developers ♥ Pipedream

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