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← Salesforce + Microsoft Excel integrations

Add a Worksheet Tablerow with Microsoft Excel API on New Email Template (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Microsoft Excel, Salesforce and 2,800+ other apps remarkably fast.

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New Email Template (Instant, of Selectable Type) from the Salesforce API
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Add a Worksheet Tablerow with the Microsoft Excel API
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Getting Started

This integration creates a workflow with a Salesforce trigger and Microsoft Excel 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 Email Template (Instant, of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Optional- Select one or more Fields to Obtain
  3. Configure the Add a Worksheet Tablerow action
    1. Connect your Microsoft Excel account
    2. Select a Folder ID
    3. Select a Sheet ID
    4. Select a Table ID
    5. Configure Table Name
    6. Configure Values
  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

New Email Template (Instant, of Selectable Type) on Salesforce
Description:Emit new event when an email template is created. [See the documentation](https://sforce.co/3yPSJZy)
Version:0.0.5
Key:salesforce_rest_api-new-email-template-instant

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 common from "../common/common-new-record.mjs"; import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform"; export default { ...common, type: "source", name: "New Email Template (Instant, of Selectable Type)", key: "salesforce_rest_api-new-email-template-instant", description: "Emit new event when an email template is created. [See the documentation](https://sforce.co/3yPSJZy)", version: "0.0.5", props: { salesforce: common.props.salesforce, db: "$.service.db", http: { type: "$.interface.http", customResponse: true, }, timer: { type: "$.interface.timer", description: "The timer is only used as a fallback if instant event delivery (webhook) is not available.", default: { intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL, }, }, fieldsToObtain: { propDefinition: [ common.props.salesforce, "fieldsToObtain", () => ({ objType: "EmailTemplate", }), ], 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.", }, }, methods: { ...common.methods, getObjectType() { return "EmailTemplate"; }, }, };

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
SalesforcesalesforceappThis component uses the Salesforce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
timer$.interface.timer

The timer is only used as a fallback if instant event delivery (webhook) is not available.

Fields to ObtainfieldsToObtainstring[]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

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

Action

Add a Worksheet Tablerow on Microsoft Excel
Description:Adds rows to the end of specific table. [See the documentation](https://learn.microsoft.com/en-us/graph/api/tablerowcollection-add?view=graph-rest-1.0&tabs=http)
Version:0.0.6
Key:microsoft_excel-add-a-worksheet-tablerow

Microsoft Excel Overview

The Microsoft Excel API on Pipedream allows you to automate spreadsheet tasks, manipulate data, and integrate Excel with other apps and services. Through Pipedream, you can create serverless workflows that react to events, perform operations on Excel files like reading, writing, updating cells, and managing worksheets. This API turns Excel into a powerful tool for data analysis, report generation, and task automation without manual intervention.

Action Code

import { parseObject } from "../../common/utils.mjs"; import microsoftExcel from "../../microsoft_excel.app.mjs"; export default { key: "microsoft_excel-add-a-worksheet-tablerow", name: "Add a Worksheet Tablerow", version: "0.0.6", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, description: "Adds rows to the end of specific table. [See the documentation](https://learn.microsoft.com/en-us/graph/api/tablerowcollection-add?view=graph-rest-1.0&tabs=http)", type: "action", props: { microsoftExcel, folderId: { propDefinition: [ microsoftExcel, "folderId", ], }, sheetId: { propDefinition: [ microsoftExcel, "sheetId", ({ folderId }) => ({ folderId, }), ], reloadProps: true, }, tableId: { propDefinition: [ microsoftExcel, "tableId", ({ sheetId }) => ({ sheetId, }), ], hidden: true, }, tableName: { type: "string", label: "Table Name", description: "This is set in the **Table Design** tab of the ribbon.", hidden: true, }, values: { propDefinition: [ microsoftExcel, "values", ], }, }, async additionalProps(props) { if (this.sheetId) { try { await this.microsoftExcel.listTables({ sheetId: this.sheetId, }); } catch { props.tableName.hidden = false; return {}; } props.tableId.hidden = false; return {}; } }, async run({ $ }) { const { microsoftExcel, sheetId, tableId, tableName, values, } = this; const response = await microsoftExcel.addTableRow({ $, sheetId, tableId, tableName, data: { values: parseObject(values), }, }); $.export("$summary", "The rows were successfully added!"); 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
Microsoft ExcelmicrosoftExcelappThis component uses the Microsoft Excel app.
Folder IDfolderIdstringSelect a value from the drop down menu.
Sheet IDsheetIdstringSelect a value from the drop down menu.
Valuesvaluesstring

A 2-dimensional array of unformatted values of the table row. See the documentation to get the data format

Action Authentication

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

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

User.Reademailoffline_accessopenidprofileFiles.ReadWriteFiles.Read.AllUser.ReadCrossTenantInformation.ReadBasic.All

About Microsoft Excel

You can use Microsoft Graph to allow web and mobile applications to read and modify Excel workbooks stored in OneDrive for Business, SharePoint site or Group drive.

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