Add Lead with DealMachine API on New Deleted Record (of Selectable Type) from Salesforce (REST API) API

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New Deleted Record (of Selectable Type) from the Salesforce (REST API) API

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Add Lead with the DealMachine API

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Getting Started#

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

Select this integration
Configure the New Deleted Record (of Selectable Type) trigger
1. Connect your Salesforce (REST API) account
2. Configure timer
3. Select a Object Type
Configure the Add Lead action
1. Connect your DealMachine account
2. Select a Address Type
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 Deleted Record (of Selectable Type) on Salesforce (REST API)

Description:Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. [See the docs](https://sforce.co/3msDDEE) for more information.

Version:0.0.4

Key:salesforce_rest_api-record-deleted

View on GitHub

Salesforce (REST API) 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 Deleted Record (of Selectable Type)",
  key: "salesforce_rest_api-record-deleted",
  description: "Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. [See the docs](https://sforce.co/3msDDEE) for more information.",
  version: "0.0.4",
  methods: {
    ...common.methods,
    generateMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(eventData) {
      const {
        startTimestamp,
        endTimestamp,
      } = eventData;
      const {
        deletedRecords,
        latestDateCovered,
      } = await this.salesforce.getDeletedForObjectType(
        this.objectType,
        startTimestamp,
        endTimestamp,
      );
      this.setLatestDateCovered(latestDateCovered);

      // When a record is deleted, the `getDeleted` API only shows the ID of the
      // deleted item and the date in which it was deleted.
      deletedRecords.forEach((item) => {
        const meta = this.generateMeta(item);
        this.$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 (REST API)	`salesforce`	`app`	This component uses the Salesforce (REST API) 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 (REST API) uses OAuth authentication. When you connect your Salesforce (REST API) account, Pipedream will open a popup window where you can sign into Salesforce (REST API) 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 (REST API) API.

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

About Salesforce (REST API)#

Web services API for interacting with Salesforce

Action#

Add Lead on DealMachine

Description:Add a lead to your team's account. [See the documentation](https://docs.dealmachine.com/#1f003772-6a7b-43f6-8839-1f30bed55b19)

Version:0.0.1

Key:dealmachine-add-lead

View on GitHub

DealMachine Overview#

The DealMachine API allows for automation of real estate investment tasks such as property research, direct mail marketing, and lead management. By connecting the DealMachine API to Pipedream, users can automate workflows, combine real estate data with other apps, and trigger custom actions based on specific criteria. Pipedream's serverless platform provides a powerful way to interact with the DealMachine API, process data, and integrate with countless other services to optimize real estate investment strategies.

Action Code#

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

export default {
  key: "dealmachine-add-lead",
  name: "Add Lead",
  version: "0.0.1",
  description: "Add a lead to your team's account. [See the documentation](https://docs.dealmachine.com/#1f003772-6a7b-43f6-8839-1f30bed55b19)",
  type: "action",
  props: {
    dealmachine,
    addressType: {
      type: "integer",
      label: "Address Type",
      description: "The type of the address you want to add.",
      reloadProps: true,
      options: [
        {
          label: "Full Address",
          value: 1,
        },
        {
          label: "Lat and Lng",
          value: 2,
        },
        {
          label: "Object Address",
          value: 3,
        },
      ],
    },
  },
  async additionalProps() {
    switch (this.addressType) {
    case 1:
      return {
        fullAddress: {
          type: "string",
          label: "Full Address",
          description: "A full address in one string (This will be the least accurate).",
        },
      };
    case 2:
      return {
        latitude: {
          type: "string",
          label: "Latitude",
          description: "The latitude of the address.",
        },
        longitude: {
          type: "string",
          label: "Longitude",
          description: "The longitude of the address.",
        },
      };
    case 3:
      return {
        address: {
          type: "string",
          label: "Address",
          description: "The address of the lead.",
        },
        address2: {
          type: "string",
          label: "Address 2",
          description: "The second line of the address.",
          optional: true,
        },
        city: {
          type: "string",
          label: "City",
          description: "The city of the address.",
        },
        state: {
          type: "string",
          label: "State",
          description: "The state of the address.",
        },
        zip: {
          type: "string",
          label: "Zip",
          description: "The zipcode of the address.",
        },
      };
    }
  },
  async run({ $ }) {
    const {
      dealmachine,
      fullAddress,
      ...data
    } = this;

    const {
      error, data: response,
    } = await dealmachine.addLead({
      $,
      data: {
        full_address: fullAddress,
        ...data,
      },
    });

    if (error) {
      throw new Error(error.message);
    }

    $.export("$summary", `A new lead with Id: ${response.id} was successfully created!`);
    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
DealMachine	`dealmachine`	`app`	This component uses the DealMachine app.
Address Type	`addressType`	`integer`	Select a value from the drop down menu:`{ "label": "Full Address", "value": 1 }{ "label": "Lat and Lng", "value": 2 }{ "label": "Object Address", "value": 3 }`

Action Authentication#

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

To retrieve your API Key,

Navigate to your DealMachine account and sign in
Hit the navigation menu on the top right.
Go to “Application Settings” > “API”

About DealMachine#

We help single family real estate investors find more deals for less money with our suite of direct-to-seller marketing tools.

More Ways to Connect DealMachine + Salesforce (REST API)#

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Add Lead with DealMachine API on New Deleted Record (of Selectable Type) from Salesforce (REST API) API

Pipedream makes it easy to connect APIs for DealMachine, Salesforce (REST API) and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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