Find Similar Links with Exa (Formerly Metaphor) API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

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

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Find Similar Links with the Exa (Formerly Metaphor) API

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Getting Started#

This integration creates a workflow with a Salesforce (REST API) trigger and Exa (Formerly Metaphor) 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 (REST API) account
2. Select a Object Type
Configure the Find Similar Links action
1. Connect your Exa (Formerly Metaphor) account
2. Configure Url
3. Optional- Configure Number Of Results
4. Optional- Configure Include Domains
5. Optional- Configure Exclude Domains
6. Optional- Configure Start Crawl Date
7. Optional- Configure End Crawl Date
8. Optional- Configure Start Published Date
9. Optional- Configure End Published Date
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 (REST API)

Description:Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created

Version:0.0.4

Key:salesforce_rest_api-new-record-instant

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-instant.mjs";

export default {
  ...common,
  type: "source",
  name: "New Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-new-record-instant",
  description: "Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created",
  version: "0.0.4",
  hooks: {
    ...common.hooks,
    async deploy() {
      const objectType = this.objectType;
      const nameField = await this.salesforce.getNameFieldForObjectType(objectType);
      this.setNameField(nameField);

      // emit hisorical 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.processEvent(event);
      }
    },
  },
  methods: {
    ...common.methods,
    generateMeta(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}`;
      const ts = Date.parse(createdDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "new";
    },
  },
};

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.
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.
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#

Description:Find similar links to the link provided. See the documentation](https://docs.metaphor.systems/reference/findsimilar)

Version:0.0.1

Key:metaphor-find-similar-links

View on GitHub

Exa (Formerly Metaphor) Overview#

The Exa (Formerly Metaphor) API enables you to enrich your applications with machine learning-powered insights and data processing capabilities. With Exa, you can perform advanced data analysis, extract meaningful patterns, and automate decision-making processes within your projects. By integrating this API with Pipedream, you can create seamless workflows that leverage these intelligent features alongside other services to streamline your operations, enhance data intelligence, and drive innovation.

Action Code#

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

export default {
  key: "metaphor-find-similar-links",
  name: "Find Similar Links",
  version: "0.0.1",
  description: "Find similar links to the link provided. See the documentation](https://docs.metaphor.systems/reference/findsimilar)",
  type: "action",
  props: {
    metaphor,
    url: {
      propDefinition: [
        metaphor,
        "url",
      ],
    },
    numResults: {
      propDefinition: [
        metaphor,
        "numResults",
      ],
      optional: true,
    },
    includeDomains: {
      propDefinition: [
        metaphor,
        "includeDomains",
      ],
      optional: true,
    },
    excludeDomains: {
      propDefinition: [
        metaphor,
        "excludeDomains",
      ],
      optional: true,
    },
    startCrawlDate: {
      propDefinition: [
        metaphor,
        "startCrawlDate",
      ],
      optional: true,
    },
    endCrawlDate: {
      propDefinition: [
        metaphor,
        "endCrawlDate",
      ],
      optional: true,
    },
    startPublishedDate: {
      propDefinition: [
        metaphor,
        "startPublishedDate",
      ],
      optional: true,
    },
    endPublishedDate: {
      propDefinition: [
        metaphor,
        "endPublishedDate",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      metaphor,
      ...data
    } = this;

    const response = await metaphor.findSimilarLinks({
      $,
      data,
    });

    $.export("$summary", `${response.results.length} result${response.results.length > 1
      ? "s were"
      : " was"} successfully fetched!`);
    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
Exa (Formerly Metaphor)	`metaphor`	`app`	This component uses the Exa (Formerly Metaphor) app.
Url	`url`	`string`	"Crawl date" refers to the date that Metaphor discovered a link, which is more granular and can be more useful than published date. If endCrawlDate is specified, results will only include links that were crawled before endCrawlDate. Must be specified in ISO 8601 format (YYYY-MM-DDTHH:MM:SSZ)
Number Of Results	`numResults`	`integer`	Number of search results to return. Default 10. Up to 30 for basic plans. Up to thousands for custom plans.
Include Domains	`includeDomains`	`string[]`	List of domains to include in the search. If specified, results will only come from these domains. Only one of includeDomains and excludeDomains should be specified.
Exclude Domains	`excludeDomains`	`string[]`	List of domains to exclude in the search. If specified, results will only come from these domains. Only one of includeDomains and excludeDomains should be specified.
Start Crawl Date	`startCrawlDate`	`string`	"Crawl date" refers to the date that Metaphor discovered a link, which is more granular and can be more useful than published date. If startCrawlDate is specified, results will only include links that were crawled after startCrawlDate. Must be specified in ISO 8601 format (YYYY-MM-DDTHH:MM:SSZ)
End Crawl Date	`endCrawlDate`	`string`	"Crawl date" refers to the date that Metaphor discovered a link, which is more granular and can be more useful than published date. If endCrawlDate is specified, results will only include links that were crawled before endCrawlDate. Must be specified in ISO 8601 format (YYYY-MM-DDTHH:MM:SSZ)
Start Published Date	`startPublishedDate`	`string`	If specified, only links with a published date after startPublishedDate will be returned. Must be specified in ISO 8601 format (YYYY-MM-DDTHH:MM:SSZ). Note that for some links, we have no published date, and these links will be excluded from the results if startPublishedDate is specified.
End Published Date	`endPublishedDate`	`string`	If specified, only links with a published date before endPublishedDate will be returned. Must be specified in ISO 8601 format (YYYY-MM-DDTHH:MM:SSZ). Note that for some links, we have no published date, and these links will be excluded from the results if endPublishedDate is specified.

Action Authentication#

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

Navigate to the overview tab to find your API key, and enter it below.

About Exa (Formerly Metaphor)#

Search Rebuilt for AI. The Exa API retrieves the best content on the web using embeddings-based search.

More Ways to Connect Exa (Formerly Metaphor) + Salesforce (REST API)#

Other Popular Integrations#

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Salesforce (REST API) + Exa (Formerly Metaphor)

Find Similar Links with Exa (Formerly Metaphor) API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Pipedream makes it easy to connect APIs for Exa (Formerly Metaphor), 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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