Update Email Template with Salesforce API on New Submission from Typeform API

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Trigger workflow on

New Submission from the Typeform API

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Update Email Template with the Salesforce API

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Getting Started#

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

Select this integration
Configure the New Submission trigger
1. Connect your Typeform account
2. Select a Form
Configure the Update Email Template action
1. Connect your Salesforce account
2. Select a Record ID
3. Select one or more Fields to Update
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 Submission on Typeform

Description:Emit new submission

Version:0.0.8

Key:typeform-new-submission

View on GitHub

Typeform Overview#

The Typeform API furnishes you with the means to create dynamic forms and collect user responses in real-time. By leveraging this API within Pipedream's serverless platform, you can automate workflows to process this data, integrate seamlessly with other services, and react to form submissions instantaneously. This empowers you to craft tailored responses, synchronize with databases, trigger email campaigns, or even manage event registrations without manual intervention.

Trigger Code#

import { createHmac } from "crypto";
import sampleEmit from "./test-event.mjs";
import { uuid } from "uuidv4";
import common from "../common/common.mjs";
import constants from "../../constants.mjs";
import utils from "../common/utils.mjs";

const { typeform } = common.props;
const { parseIsoDate } = utils;

export default {
  ...common,
  key: "typeform-new-submission",
  name: "New Submission",
  version: "0.0.8",
  type: "source",
  description: "Emit new submission",
  props: {
    ...common.props,
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    db: "$.service.db",
    formId: {
      propDefinition: [
        typeform,
        "formId",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateSecret() {
      return "" + Math.random();
    },
  },
  hooks: {
    ...common.hooks,
    async activate() {
      const secret = this.generateSecret();
      this._setSecret(secret);

      let tag = this._getTag();
      if (!tag) {
        tag = uuid();
        this._setTag(tag);
      }

      return await this.typeform.createHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        tag,
        secret,
      });
    },
    async deactivate() {
      const tag = this._getTag();

      return await this.typeform.deleteHook({
        formId: this.formId,
        tag,
      });
    },
  },
  async run(event) {
    const {
      body,
      headers,
    } = event;

    const { [constants.TYPEFORM_SIGNATURE]: typeformSignature } = headers;

    if (typeformSignature) {
      const secret = this._getSecret();

      const hmac =
        createHmac(constants.ALGORITHM, secret)
          .update(body)
          .digest(constants.ENCODING);

      const signature = `${constants.ALGORITHM}=${hmac}`;

      if (typeformSignature !== signature) {
        throw new Error("signature mismatch");
      }
    }

    let formResponseString = "";
    const data = Object.assign({}, body.form_response);
    data.form_response_parsed = {};

    for (let i = 0; i < body.form_response.answers.length; i++) {
      const field = body.form_response.definition.fields[i];
      const answer = body.form_response.answers[i];

      let parsedAnswer;
      let value = answer[answer.type];

      if (value.label) {
        parsedAnswer = value.label;

      } else if (value.labels) {
        parsedAnswer = value.labels.join();

      } else if (value.choice) {
        parsedAnswer = value.choice;

      } else if (value.choices) {
        parsedAnswer = value.choices.join();

      } else {
        parsedAnswer = value;
      }

      data.form_response_parsed[field.title] = parsedAnswer;
      formResponseString += `### ${field.title}\n${parsedAnswer}\n`;
    }

    data.form_response_string = formResponseString;
    data.raw_webhook_event = body;

    if (data.landed_at) {
      data.landed_at = parseIsoDate(data.landed_at);
    }

    if (data.submitted_at) {
      data.submitted_at = parseIsoDate(data.submitted_at);
    }

    data.form_title = body.form_response.definition.title;
    delete data.answers;
    delete data.definition;

    this.$emit(data, {
      summary: JSON.stringify(data),
      id: data.token,
    });

    this.http.respond({
      status: 200,
    });
  },
  sampleEmit,
};

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
Typeform	`typeform`	`app`	This component uses the Typeform app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Form	`formId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

offlineaccounts:readforms:writeforms:readimages:writeimages:readthemes:writethemes:readresponses:readresponses:writewebhooks:readwebhooks:writeworkspaces:readworkspaces:write

About Typeform#

Typeform lets you build no-code forms, quizzes, and surveys - and get more responses.

Action#

Update Email Template on Salesforce

Description:Updates an email template. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)

Version:0.0.3

Key:salesforce_rest_api-update-email-template

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.

Action Code#

import {
  convertFieldsToProps, getAdditionalFields,
} from "../../common/props-utils.mjs";
import salesforce from "../../salesforce_rest_api.app.mjs";
import { additionalFields } from "../common/base-create-update.mjs";

export default {
  key: "salesforce_rest_api-update-email-template",
  name: "Update Email Template",
  description: "Updates an email template. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)",
  version: "0.0.3",
  type: "action",
  props: {
    salesforce,
    recordId: {
      propDefinition: [
        salesforce,
        "recordId",
        () => ({
          objType: "EmailTemplate",
        }),
      ],
      description: "The email template to update.",
    },
    fieldsToUpdate: {
      propDefinition: [
        salesforce,
        "fieldsToUpdate",
        () => ({
          objType: "EmailTemplate",
        }),
      ],
      reloadProps: true,
    },
  },
  methods: {
    getAdditionalFields,
    convertFieldsToProps,
  },
  async additionalProps() {
    const { fieldsToUpdate } = this;
    const fields = await this.salesforce.getFieldsForObjectType("EmailTemplate");

    const selectedFields = fields.filter(({ name }) => fieldsToUpdate.includes(name));
    const selectedFieldProps = this.convertFieldsToProps(selectedFields);

    return {
      docsInfo: {
        type: "alert",
        alertType: "info",
        content: "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_emailtemplate.htm) for information on all available fields.",
      },
      ...selectedFieldProps,
      additionalFields,
    };
  },
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      recordId,
      fieldsToUpdate,
      getAdditionalFields: getData,
      convertFieldsToProps,
      docsInfo,
      additionalFields,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */
    const response = await this.salesforce.updateRecord("EmailTemplate", {
      $,
      id: recordId,
      data: {
        ...data,
        ...getData(),
      },
    });
    $.export("$summary", `Successfully updated Email Template record (ID: ${recordId})`);
    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
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
Record ID	`recordId`	`string`	Select a value from the drop down menu.
Fields to Update	`fieldsToUpdate`	`string[]`	Select a value from the drop down menu.

Action 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#

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

More Ways to Connect Salesforce + Typeform#

Other Popular Integrations#

Create a Form with Typeform API on New Object (of Selectable Type) from Salesforce (REST API) API

Salesforce + Typeform

Update Email Template with Salesforce API on New Submission from Typeform API

Pipedream makes it easy to connect APIs for Salesforce, Typeform and 2,800+ other apps remarkably fast.

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

Developers ♥ Pipedream

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