Upload Document for Parsing with Affinda 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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Upload Document for Parsing with the Affinda API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Affinda 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 Upload Document for Parsing action
1. Connect your Affinda account
2. Select a Organization
3. Select a Workspace
4. Select a Collection
5. Configure URL
6. Optional- Configure Wait
7. Optional- Configure Identifier
8. Optional- Configure File Name
9. Optional- Configure Expiry Time
10. Optional- Configure Language
11. Optional- Configure Reject Duplicates
12. Optional- Configure Region Bias
13. Optional- Configure Low Priority
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#

Upload Document for Parsing on Affinda

Description:Uploads a document for parsing. [See docs here](https://docs.affinda.com/reference/createdocument)

Version:0.0.1

Key:affinda-upload-document-from-url

View on GitHub

Affinda Overview#

The Affinda API offers a suite of powerful tools for document analysis and extraction, enabling you to automate the processing of resumes, invoices, bank statements, and other documents. By parsing detailed information from documents, Affinda can transform unstructured data into structured, actionable insights. With Pipedream, you can integrate Affinda's capabilities into serverless workflows, connecting to hundreds of apps to automate tasks like candidate screening, financial data aggregation, or content management.

Action Code#

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

export default {
  key: "affinda-upload-document-from-url",
  name: "Upload Document for Parsing",
  description: "Uploads a document for parsing. [See docs here](https://docs.affinda.com/reference/createdocument)",
  version: "0.0.1",
  type: "action",
  props: {
    affinda,
    organization: {
      propDefinition: [
        affinda,
        "organization",
      ],
    },
    workspace: {
      propDefinition: [
        affinda,
        "workspace",
        (c) => ({
          organization: c.organization,
        }),
      ],
    },
    collection: {
      propDefinition: [
        affinda,
        "collection",
        (c) => ({
          workspace: c.workspace,
        }),
      ],
    },
    url: {
      type: "string",
      label: "URL",
      description: "URL to download the document.",
    },
    wait: {
      type: "boolean",
      label: "Wait",
      description: "If `true`, will return a response only after processing has completed. If `false`, will return an empty data object which can be polled at the GET endpoint until processing is complete. Defaults to `true`.",
      optional: true,
    },
    identifier: {
      type: "string",
      label: "Identifier",
      description: "Specify a custom identifier for the document.",
      optional: true,
    },
    fileName: {
      type: "string",
      label: "File Name",
      description: "Optional filename of the file",
      optional: true,
    },
    expiryTime: {
      type: "string",
      label: "Expiry Time",
      description: "The date/time in ISO-8601 format when the document will be automatically deleted. Defaults to no expiry.",
      optional: true,
    },
    language: {
      type: "string",
      label: "Language",
      description: "Language code in ISO 639-1 format. Must specify zh-cn or zh-tw for Chinese.",
      optional: true,
    },
    rejectDuplicates: {
      type: "boolean",
      label: "Reject Duplicates",
      description: "If `true`, parsing will fail when the uploaded document is duplicate of an existing document, no credits will be consumed. If `false`, will parse the document normally whether its a duplicate or not. If not provided, will fallback to the workspace settings.",
      optional: true,
    },
    regionBias: {
      type: "object",
      label: "Region Bias",
      description: "A JSON representation of the RegionBias object. Example: `{\"country\": \"vn\"}`",
      optional: true,
    },
    lowPriority: {
      type: "boolean",
      label: "Low Priority",
      description: "Explicitly mark this document as low priority.",
      optional: true,
    },
  },
  async run({ $ }) {
    if (typeof this.regionBias === "string") {
      this.regionBias = JSON.parse(this.regionBias);
    }

    const response = await this.affinda.uploadDocument({
      $,
      data: {
        url: this.url,
        collection: this.collection,
        workspace: this.workspace,
        wait: this.wait,
        identifier: this.identifier,
        fileName: this.fileName,
        expiryTime: this.expiryTime,
        language: this.language,
        rejectDuplicates: this.rejectDuplicates,
        regionBias: this.regionBias,
        lowPriority: this.lowPriority,
      },
    });
    $.export("$summary", "Document uploaded successfully");
    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
Affinda	`affinda`	`app`	This component uses the Affinda app.
Organization	`organization`	`string`	Select a value from the drop down menu.
Workspace	`workspace`	`string`	Select a value from the drop down menu.
Collection	`collection`	`string`	Select a value from the drop down menu.
URL	`url`	`string`	URL to download the document.
Wait	`wait`	`boolean`	If `true`, will return a response only after processing has completed. If `false`, will return an empty data object which can be polled at the GET endpoint until processing is complete. Defaults to `true`.
Identifier	`identifier`	`string`	Specify a custom identifier for the document.
File Name	`fileName`	`string`	Optional filename of the file
Expiry Time	`expiryTime`	`string`	The date/time in ISO-8601 format when the document will be automatically deleted. Defaults to no expiry.
Language	`language`	`string`	Language code in ISO 639-1 format. Must specify zh-cn or zh-tw for Chinese.
Reject Duplicates	`rejectDuplicates`	`boolean`	If `true`, parsing will fail when the uploaded document is duplicate of an existing document, no credits will be consumed. If `false`, will parse the document normally whether its a duplicate or not. If not provided, will fallback to the workspace settings.
Region Bias	`regionBias`	`object`	A JSON representation of the RegionBias object. Example: `{"country": "vn"}`
Low Priority	`lowPriority`	`boolean`	Explicitly mark this document as low priority.

Action Authentication#

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

Generate and copy your API key from Account Settings.

About Affinda#

Use AI to do your document processing, and free your team to do the real work

More Ways to Connect Affinda + Salesforce#

Other Popular Integrations#

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Salesforce + Affinda

Upload Document for Parsing with Affinda API on New Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Affinda, 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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