Create Booking with Productive.io API on New Updated Record (of Selectable Type) from Salesforce (REST API) API

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

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Create Booking with the Productive.io API

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Getting Started#

This integration creates a workflow with a Salesforce (REST API) trigger and Productive.io 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 (of Selectable Type) trigger
1. Connect your Salesforce (REST API) account
2. Configure timer
3. Select a Object Type
Configure the Create Booking action
1. Connect your Productive.io account
2. Select a Person ID
3. Optional- Select a Event ID
4. Optional- Select a Service ID
5. Configure Started On
6. Configure Ended On
7. Optional- Configure Note
8. Configure Time
9. Select a Booking Method ID
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 (of Selectable Type) on Salesforce (REST API)

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

Version:0.1.12

Key:salesforce_rest_api-record-updated

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";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  type: "source",
  name: "New Updated Record (of Selectable Type)",
  key: "salesforce_rest_api-record-updated",
  description: "Emit new event (at regular intervals) when a record of arbitrary type (selected as an input parameter by the user) is updated. [See the docs](https://sforce.co/3yPSJZy) for more information.",
  version: "0.1.12",
  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 {
        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,
      };
    },
    async processEvent(eventData) {
      const {
        getNameField,
        getObjectTypeColumns,
        paginate,
        objectType,
        setLatestDateCovered,
        generateMeta,
        $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 = 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 (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#

Create Booking on Productive.io

Description:Creates a new booking in Productive. [See the documentation](https://developer.productive.io/bookings.html#bookings-bookings-post)

Version:0.0.1

Key:productive_io-create-booking

View on GitHub

Productive.io Overview#

The Productive.io API enables you to automate and integrate your business operations managed within Productive.io. Whether it's syncing project data, managing resources, or tracking finances, the API allows you to streamline workflows by connecting with other services. On Pipedream, you can craft serverless workflows that react to events in Productive.io, or schedule tasks to manage your operations efficiently without leaving the platform.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import app from "../../productive_io.app.mjs";
import constants from "../../common/constants.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "productive_io-create-booking",
  name: "Create Booking",
  description: "Creates a new booking in Productive. [See the documentation](https://developer.productive.io/bookings.html#bookings-bookings-post)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    personId: {
      propDefinition: [
        app,
        "personId",
      ],
    },
    eventId: {
      optional: true,
      propDefinition: [
        app,
        "eventId",
      ],
    },
    serviceId: {
      optional: true,
      propDefinition: [
        app,
        "serviceId",
      ],
    },
    startedOn: {
      type: "string",
      label: "Started On",
      description: "The start date of the booking. Eg. `2020-01-01`",
    },
    endedOn: {
      type: "string",
      label: "Ended On",
      description: "The end date of the booking. Eg. `2020-03-01`",
    },
    note: {
      type: "string",
      label: "Note",
      description: "A note for the booking",
      optional: true,
    },
    time: {
      type: "integer",
      label: "Time",
      description: "The time for the booking, Eg. `60`",
    },
    bookingMethodId: {
      type: "integer",
      label: "Booking Method ID",
      description: "The booking method ID: `1`: means hours per day, **Time** prop needs to be set; `2`: percentage per day, **Percentage** prop needs to be set; `3`: Total time",
      options: Object.values(constants.BOOKING_METHOD_ID),
      reloadProps: true,
    },
  },
  additionalProps() {
    const { bookingMethodId } = this;

    switch (bookingMethodId) {
    case constants.BOOKING_METHOD_ID.PERCENTAGE_PER_DAY.value:
      return {
        percentage: {
          type: "integer",
          label: "Percentage",
          description: "Percentage of working hours. Only values of `50` and `100` are allowed.",
          options: Object.values(constants.PERCENTAGE),
        },
      };
    case constants.BOOKING_METHOD_ID.TOTAL_TIME.value:
      return {
        totalTime: {
          type: "integer",
          label: "Total Time",
          description: "Total time in minutes.",
        },
      };
    }

    return {};
  },
  methods: {
    getRelationships() {
      const {
        personId,
        eventId,
        serviceId,
      } = this;

      if (eventId && serviceId) {
        throw new ConfigurationError("You can only set either **Event ID** or **Service ID**, not both.");
      }

      if (!eventId && !serviceId) {
        throw new ConfigurationError("You need to set either **Event ID** or **Service ID**.");
      }

      return utils.reduceProperties({
        initialProps: {
          person: {
            data: {
              type: "people",
              id: personId,
            },
          },
          origin: {
            data: {
              type: "bookings",
              id: "",
            },
          },
        },
        additionalProps: {
          event: [
            {
              data: {
                type: "events",
                id: eventId,
              },
            },
            eventId,
          ],
          service: [
            {
              data: {
                type: "services",
                id: serviceId,
              },
            },
            serviceId,
          ],
        },
      });
    },
    createBooking(args = {}) {
      return this.app.post({
        path: "/bookings",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createBooking,
      getRelationships,
      startedOn,
      endedOn,
      time,
      totalTime,
      bookingMethodId,
      note,
      percentage,
    } = this;

    const response = await createBooking({
      $,
      data: {
        data: {
          type: "bookings",
          attributes: {
            started_on: startedOn,
            ended_on: endedOn,
            note,
            booking_method_id: bookingMethodId,
            time,
            total_time: totalTime,
            percentage,
          },
          relationships: getRelationships(),
        },
      },
    });

    $.export("$summary", `Successfully created a new booking with ID \`${response.data.id}\``);
    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
Productive.io	`app`	`app`	This component uses the Productive.io app.
Person ID	`personId`	`string`	Select a value from the drop down menu.
Event ID	`eventId`	`string`	Select a value from the drop down menu.
Service ID	`serviceId`	`string`	Select a value from the drop down menu.
Started On	`startedOn`	`string`	The start date of the booking. Eg. `2020-01-01`
Ended On	`endedOn`	`string`	The end date of the booking. Eg. `2020-03-01`
Note	`note`	`string`	A note for the booking
Time	`time`	`integer`	The time for the booking, Eg. `60`
Booking Method ID	`bookingMethodId`	`integer`	Select a value from the drop down menu:`{ "label": "Hours Per Day", "value": 1 }{ "label": "Percentage Per Day", "value": 2 }{ "label": "Total Time", "value": 3 }`

Action Authentication#

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

To retrieve your Auth Token and Organization ID,

Navigate to your Productive.io account and sign in
Go to “Account & Settings” > “Settings” > “API Access”

About Productive.io#

Productive is an end-to-end tool for agency management.

More Ways to Connect Productive.io + Salesforce (REST API)#

Other Popular Integrations#

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Create Booking with Productive.io API on New Updated Record (of Selectable Type) from Salesforce (REST API) API

Pipedream makes it easy to connect APIs for Productive.io, 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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