Update Item with Infinity API on New Updated Record (Instant, of Selectable Type) from Salesforce API

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

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Update Item with the Infinity API

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Getting Started#

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

Select this integration
Configure the New Updated 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 Watch
Configure the Update Item action
1. Connect your Infinity account
2. Select a Workspace Id
3. Select a Board Id
4. Optional- Select a Folder Id
5. Select a Item Id
6. Optional- Select a Parent Id
7. Configure Values Quantity
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 Updated Record (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)

Version:0.2.0

Key:salesforce_rest_api-record-updated-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";
import constants from "../../common/constants.mjs";
const { salesforce } = common.props;

export default {
  ...common,
  type: "source",
  name: "New Updated Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-updated-instant",
  description: "Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
          filter: ({ updateable }) => updateable,
        }),
      ],
      label: "Fields To Watch",
      type: "string[]",
      optional: true,
      description: "If specified, events will only be emitted if at least one of the selected fields is updated. This filter is only available when a webhook is created successfully.",
    },
  },
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(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}-${ts}`,
        summary,
        ts,
      };
    },
    getEventType() {
      return "updated";
    },
    isEventRelevant(changedFields) {
      const { fields } = this;
      return fields?.length
        ? Object.keys(changedFields).some((key) => fields.includes(key))
        : true;
    },
    getChangedFields(body) {
      return Object.entries(body.New).filter(([
        key,
        value,
      ]) => {
        const oldValue = body.Old[key];
        return (
          value !== undefined
          && oldValue !== undefined
          && JSON.stringify(value) !== JSON.stringify(oldValue)
        );
      })
        .reduce((obj, [
          key,
          value,
        ]) => {
          obj[key] = {
            old: body.Old[key],
            new: value,
          };
          return obj;
        }, {});
    },
    processWebhookEvent(event) {
      const { body } = event;
      const changedFields = this.getChangedFields(body);
      if (this.isEventRelevant(changedFields)) {
        const meta = this.generateWebhookMeta(event);
        this.$emit({
          ...body,
          changedFields,
        }, meta);
      }
    },
    async processTimerEvent(eventData) {
      const {
        getNameField,
        getObjectTypeColumns,
        paginate,
        objectType,
        setLatestDateCovered,
        generateTimerMeta,
        $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 = generateTimerMeta(item, fieldName);
          emit(item, meta);
        });
    },
    async timerActivateHook() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      const { fields } = await getObjectTypeDescription(objectType);
      const 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 Watch	`fields`	`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 Item on Infinity

Description:Update an existed item. [See the documentation](https://s3.amazonaws.com/devdocs.startinfinity.com/index.html#items-PUTapi-v2-workspaces--workspace--boards--board_id--items--item_id-)

Version:0.0.1

Key:infinity-update-item

View on GitHub

Infinity Overview#

The Infinity API allows you to interact programmatically with Infinity, a flexible project management platform. With the Infinity API on Pipedream, you can automate project and task management, synchronize data across multiple platforms, and streamline workflows by triggering actions within Infinity or responding to events in Infinity. Pipedream's serverless platform enables you to connect Infinity to hundreds of apps with minimal effort, empowering you to build custom integrations and automations that suit your team's needs.

Action Code#

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

export default {
  key: "infinity-update-item",
  name: "Update Item",
  version: "0.0.1",
  description: "Update an existed item. [See the documentation](https://s3.amazonaws.com/devdocs.startinfinity.com/index.html#items-PUTapi-v2-workspaces--workspace--boards--board_id--items--item_id-)",
  type: "action",
  props: {
    infinity,
    workspaceId: {
      propDefinition: [
        infinity,
        "workspaceId",
      ],
    },
    boardId: {
      propDefinition: [
        infinity,
        "boardId",
        ({ workspaceId }) => ({
          workspaceId,
        }),
      ],
    },
    folderId: {
      propDefinition: [
        infinity,
        "folderId",
        ({
          workspaceId, boardId,
        }) => ({
          workspaceId,
          boardId,
        }),
      ],
      optional: true,
    },
    itemId: {
      propDefinition: [
        infinity,
        "itemId",
        ({
          workspaceId, boardId,
        }) => ({
          workspaceId,
          boardId,
        }),
      ],
    },
    parentId: {
      propDefinition: [
        infinity,
        "itemId",
        ({
          workspaceId, boardId,
        }) => ({
          workspaceId,
          boardId,
        }),
      ],
      label: "Parent Id",
      description: "The Id of the parent item.",
      optional: true,
    },
    valuesNumber: {
      type: "integer",
      label: "Values Quantity",
      description: "The number of values you want to add.",
      reloadProps: true,
    },
  },
  async additionalProps() {
    if (this.workspaceId && this.boardId) {
      return Array.from({
        length: this.valuesNumber,
      }).reduce((acc, _, index) => {
        const pos = index + 1;

        return {
          ...acc,
          [`attributeId-${pos}`]: {
            type: "string",
            label: `Attribute Id ${pos}`,
            description: "The id of the atribute.",
            options: async ({ prevContext }) => {
              let workspaceId = this.workspaceId;
              let boardId = this.boardId;

              const {
                data, after,
              } = await this.infinity.listAttributes({
                workspaceId,
                boardId,
                params: {
                  after: prevContext?.after,
                  limit: 100,
                },
              });

              return {
                options: data.map(({
                  id: value, name: label,
                }) => ({
                  label,
                  value,
                })),
                context: {
                  after,
                },
              };
            },
          },
          [`data-${pos}`]: {
            type: "string",
            label: `Data ${pos}`,
            description: `The data of the atribute ${pos}.`,
          },
        };
      }, {});
    }
  },
  methods: {
    getValue(index) {
      const pos = index + 1;
      const {
        [`attributeId-${pos}`]: attribute_id,
        [`data-${pos}`]: data,
      } = this;
      return {
        attribute_id,
        data,
      };
    },
    getValues() {
      return Array.from({
        length: this.valuesNumber,
      }).map((_, index) => this.getValue(index));
    },
  },
  async run({ $ }) {
    const response = await this.infinity.updateItem({
      $,
      workspaceId: this.workspaceId,
      boardId: this.boardId,
      itemId: this.itemId,
      data: {
        folder_id: this.folderId,
        parent_id: this.parentId,
        values: this.getValues(),
      },
    });

    $.export("$summary", `The item with Id: ${response.id} was successfully updated!`);
    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
Infinity	`infinity`	`app`	This component uses the Infinity app.
Workspace Id	`workspaceId`	`string`	Select a value from the drop down menu.
Board Id	`boardId`	`string`	Select a value from the drop down menu.
Folder Id	`folderId`	`string`	Select a value from the drop down menu.
Item Id	`itemId`	`string`	Select a value from the drop down menu.
Parent Id	`parentId`	`string`	Select a value from the drop down menu.
Values Quantity	`valuesNumber`	`integer`	The number of values you want to add.

Action Authentication#

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

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

About Infinity#

One Tool to Organize All Your Work, Your Way. Work together with your team, store everything in one place, and organize projects the way you want.

More Ways to Connect Infinity + Salesforce#

Other Popular Integrations#

Update Item with Infinity API on New Object (of Selectable Type) from Salesforce (REST API) API

Salesforce + Infinity

Update Item with Infinity API on New Updated Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Infinity, 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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