← Salesforce (REST API) + Vryno integrations

Create Unique Lead with Vryno API on New Outbound Message (Instant) from Salesforce (REST API) API

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New Outbound Message (Instant) from the Salesforce (REST API) API
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Create Unique Lead with the Vryno API
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Getting Started

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

  1. Select this integration
  2. Configure the New Outbound Message (Instant) trigger
    1. Connect your Salesforce (REST API) account
  3. Configure the Create Unique Lead action
    1. Connect your Vryno account
    2. Optional- Configure First Name
    3. Configure Last Name
    4. Optional- Configure Email
    5. Optional- Configure Phone Number
    6. Optional- Configure Company
    7. Optional- Configure Website
    8. Configure Owner Id
    9. Optional- Configure Score
    10. Optional- Configure Expected Revenue
    11. Optional- Configure Number Of Employees
    12. Optional- Configure Billing Address
    13. Optional- Configure Billing City
    14. Optional- Configure Billing State
    15. Optional- Configure Billing Country
    16. Optional- Configure Billing Zipcode
    17. Optional- Configure Shipping Address
    18. Optional- Configure Shipping City
    19. Optional- Configure Shipping State
    20. Optional- Configure Shipping Country
    21. Optional- Configure Shipping Zipcode
    22. Optional- Configure Description
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up [Outbound Messaging](https://sforce.co/3JbZJom). Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Version:0.1.6
Key:salesforce_rest_api-new-outbound-message

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 { XMLParser } from "fast-xml-parser";
import salesforce from "../../salesforce_rest_api.app.mjs";

export default {
  type: "source",
  name: "New Outbound Message (Instant)",
  key: "salesforce_rest_api-new-outbound-message",
  description: "Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up [Outbound Messaging](https://sforce.co/3JbZJom). Set the Outbound Message's Endpoint URL to the endpoint of the created source. The \"Send Session ID\" option must be enabled for validating outbound messages from Salesforce.",
  version: "0.1.6",
  dedupe: "unique",
  props: {
    db: "$.service.db",
    // eslint-disable-next-line pipedream/props-label,pipedream/props-description
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    salesforce,
  },
  methods: {
    _unwrapMessage(message) {
      const parser = new XMLParser({
        removeNSPrefix: true,
      });
      const obj = parser.parse(message);
      const notifications = obj["Envelope"]["Body"].notifications;
      return notifications;
    },
    _sendHttpResponse(successValue = true, status) {
      // eslint-disable-next-line multiline-ternary
      status = status ?? (successValue ? 200 : 400);
      this.http.respond({
        status,
        body: `
          <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"
          xmlns:out="http://soap.sforce.com/2005/09/outbound">
            <soapenv:Header/>
            <soapenv:Body>
              <out:notificationsResponse>
                <out:Ack>${successValue}</out:Ack>
              </out:notificationsResponse>
            </soapenv:Body>
          </soapenv:Envelope>
        `,
        headers: {
          "content-type": "text/xml",
        },
      });
    },
    async _isValidSessionId(sessionId) {
      try {
        const data = await this.salesforce.getUserInfo(sessionId);
        return Boolean(data);
      } catch (err) {
        console.log("Error validating SessionId:", err);
        return false;
      }
    },
    async _isValidSource(data) {
      const { SessionId: sessionId } = data;
      if (!sessionId) {
        throw new Error("The outbound message is missing a Session ID. Please configure the outbound message to send Session ID to validate the webhook source.");
      }

      return this._isValidSessionId(sessionId);
    },
    generateMeta(data) {
      const {
        ActionId: actionId,
        Notification: { Id: eventId },
      } = data;
      const id = `${eventId}-${actionId}`;
      const summary = JSON.stringify(data);
      const ts = Date.now();
      return {
        id,
        summary,
        ts,
      };
    },
  },
  async run(event) {
    const { bodyRaw } = event;
    this._sendHttpResponse(true);
    const data = this._unwrapMessage(bodyRaw);
    if (!(await this._isValidSource(data))) {
      console.log("Skipping event from unrecognized source");
      return;
    }

    let notifications = data.Notification;
    if (!Array.isArray(notifications)) {
      notifications = [
        data.Notification,
      ];
    }

    notifications.forEach((n) => {
      const notification = Object.assign(data, {
        Notification: n,
      });
      this.$emit(notification, this.generateMeta(notification));
    });
  },
};

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.
LabelPropTypeDescription
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.
Salesforce (REST API)salesforceappThis component uses the Salesforce (REST API) app.

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

Description:Creates a unique lead in the Vryno system, ensuring no duplication of lead details. [See the documentation](https://vrynotest.ti2.in/docs/api-documentation/how-to-create-a-record-in-any-module-in-vryno-crm/)
Version:0.0.1
Key:vryno-create-unique-lead

Vryno Overview

The Vryno API provides functionality to access a platform that specializes in various services including but not limited to real estate, healthcare, and educational services. By integrating this API into Pipedream workflows, developers can automate interactions and data exchanges between Vryno and other platforms, enhancing efficiency and enabling innovative service delivery models.

Action Code

import { ConfigurationError } from "@pipedream/platform";
import vryno from "../../vryno.app.mjs";

export default {
  key: "vryno-create-unique-lead",
  name: "Create Unique Lead",
  description: "Creates a unique lead in the Vryno system, ensuring no duplication of lead details. [See the documentation](https://vrynotest.ti2.in/docs/api-documentation/how-to-create-a-record-in-any-module-in-vryno-crm/)",
  version: "0.0.1",
  type: "action",
  props: {
    vryno,
    firstName: {
      type: "string",
      label: "First Name",
      description: "The lead's first name.",
      optional: true,
    },
    name: {
      type: "string",
      label: "Last Name",
      description: "The lead's last name.",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The lead's email.",
      optional: true,
    },
    phoneNumber: {
      type: "string",
      label: "Phone Number",
      description: "The lead's phone number.",
      optional: true,
    },
    company: {
      type: "string",
      label: "Company",
      description: "The company the lead works for.",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "The lead's website.",
      optional: true,
    },
    ownerId: {
      type: "string",
      label: "Owner Id",
      description: "The user Id related to the lead.You can find the user IDs in your account -> settings -> users & controls -> users, click on some user and the ID will be in URL.",
    },
    score: {
      type: "integer",
      label: "Score",
      description: "The lead's score.",
      optional: true,
    },
    expectedRevenue: {
      type: "integer",
      label: "Expected Revenue",
      description: "Expected revenue for the lead.",
      optional: true,
    },
    numberOfEmployees: {
      type: "integer",
      label: "Number Of Employees",
      description: "Number of employees at the lead company.",
      optional: true,
    },
    billingAddress: {
      type: "string",
      label: "Billing Address",
      description: "The lead's billing address.",
      optional: true,
    },
    billingCity: {
      type: "string",
      label: "Billing City",
      description: "The lead's billing city.",
      optional: true,
    },
    billingState: {
      type: "string",
      label: "Billing State",
      description: "The lead's billing state.",
      optional: true,
    },
    billingCountry: {
      type: "string",
      label: "Billing Country",
      description: "The lead's billing country.",
      optional: true,
    },
    billingZipcode: {
      type: "string",
      label: "Billing Zipcode",
      description: "The lead's billing zipcode",
      optional: true,
    },
    shippingAddress: {
      type: "string",
      label: "Shipping Address",
      description: "The lead's shipping address.",
      optional: true,
    },
    shippingCity: {
      type: "string",
      label: "Shipping City",
      description: "The lead's shipping city.",
      optional: true,
    },
    shippingState: {
      type: "string",
      label: "Shipping State",
      description: "The lead's shipping state.",
      optional: true,
    },
    shippingCountry: {
      type: "string",
      label: "Shipping Country",
      description: "The lead's shipping country.",
      optional: true,
    },
    shippingZipcode: {
      type: "string",
      label: "Shipping Zipcode",
      description: "The lead's shipping zipcode",
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "A brief description about the lead.",
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.email && !this.phoneNumber) {
      throw new ConfigurationError("You must provide at least either **Email** or **Phone Number**.");
    }
    const duplicateCheck = await this.vryno.post({
      data: {
        query: `query {
          fetchLead(filters:[${this.email
    ? `{name: "email", operator:"eq",value:["${this.email}"]},`
    : ""}${this.phoneNumber
  ? `{name: "phoneNumber", operator:"eq",value:["${this.phoneNumber}"]}`
  : ""}],
  expression:"( ( a ) and b)"){
                code
                status
                message
                messageKey
                count
                data {
                  id
                } 
            }
        }`,
      },
    });

    if (duplicateCheck.data?.fetchLead?.data?.length) {
      $.export("$summary", "A lead with the same email and phone number already exists.");
      return duplicateCheck.data;
    }

    const {
      vryno,
      ...data
    } = this;

    let query = `mutation {
      createLead(input: {
        `;

    for (const [
      field,
      value,
    ] of Object.entries(data)) {
      query += `${field}:`;
      if ([
        "score",
        "expectedRevenue",
        "numberOfEmployees",
      ].includes(field)) {
        query += ` ${value}
        `;
      } else {
        query += ` "${value}"
        `;
      }
    }

    query += `}) {
        code
        message
        status
        messageKey
        data {
          id
        }
        errors
      }
    }`;

    const response = await vryno.post({
      $,
      data: {
        query,
      },
    });

    if (response.data.createLead.code != 200) {
      throw new ConfigurationError(response.data.createLead.message);
    }

    $.export("$summary", `Successfully created new lead with Id: ${response.data.createLead.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.

LabelPropTypeDescription
VrynovrynoappThis component uses the Vryno app.
First NamefirstNamestring

The lead's first name.

Last Namenamestring

The lead's last name.

Emailemailstring

The lead's email.

Phone NumberphoneNumberstring

The lead's phone number.

Companycompanystring

The company the lead works for.

Websitewebsitestring

The lead's website.

Owner IdownerIdstring

The user Id related to the lead.You can find the user IDs in your account -> settings -> users & controls -> users, click on some user and the ID will be in URL.

Scorescoreinteger

The lead's score.

Expected RevenueexpectedRevenueinteger

Expected revenue for the lead.

Number Of EmployeesnumberOfEmployeesinteger

Number of employees at the lead company.

Billing AddressbillingAddressstring

The lead's billing address.

Billing CitybillingCitystring

The lead's billing city.

Billing StatebillingStatestring

The lead's billing state.

Billing CountrybillingCountrystring

The lead's billing country.

Billing ZipcodebillingZipcodestring

The lead's billing zipcode

Shipping AddressshippingAddressstring

The lead's shipping address.

Shipping CityshippingCitystring

The lead's shipping city.

Shipping StateshippingStatestring

The lead's shipping state.

Shipping CountryshippingCountrystring

The lead's shipping country.

Shipping ZipcodeshippingZipcodestring

The lead's shipping zipcode

Descriptiondescriptionstring

A brief description about the lead.

Action Authentication

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

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

openidvryno_offline_access

About Vryno

Powerful CRM System for a Fraction of Price. Vryno is a powerful CRM system that has been meticulously crafted to cater to the evolving needs of modern businesses.

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