Add Comment To Order with Picqer API on Email Template Updated (Instant, of Selectable Type) from Salesforce API

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Email Template Updated (Instant, of Selectable Type) from the Salesforce API

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Add Comment To Order with the Picqer API

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Getting Started#

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

Select this integration
Configure the Email Template Updated (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Optional- Select one or more Fields to Obtain
Configure the Add Comment To Order action
1. Connect your Picqer account
2. Select a Order ID
3. Configure Comment Body
4. Configure Show At Related
5. Configure Visible In Fulfillment
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#

Email Template Updated (Instant, of Selectable Type) on Salesforce

Description:Emit new event when an email template is updated. [See the documentation](https://sforce.co/3yPSJZy)

Version:0.0.5

Key:salesforce_rest_api-email-template-updated-instant

View on GitHub

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-updated-record.mjs"; import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform"; export default { ...common, type: "source", name: "Email Template Updated (Instant, of Selectable Type)", key: "salesforce_rest_api-email-template-updated-instant", description: "Emit new event when an email template is updated. [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.

Label	Prop	Type	Description
Salesforce	`salesforce`	`app`	This component uses the Salesforce 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.
	`timer`	`$.interface.timer`	The timer is only used as a fallback if instant event delivery (webhook) is not available.
Fields to Obtain	`fieldsToObtain`	`string[]`	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 Comment To Order on Picqer

Description:Add a comment to an order in Picqer. [See the documentation](https://picqer.com/en/api/comments#adding-comments-to-an-order)

Version:0.0.2

Key:picqer-add-order-comment

View on GitHub

Action Code#

import picqer from "../../picqer.app.mjs"; export default { key: "picqer-add-order-comment", name: "Add Comment To Order", description: "Add a comment to an order in Picqer. [See the documentation](https://picqer.com/en/api/comments#adding-comments-to-an-order)", version: "0.0.2", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, type: "action", props: { picqer, orderId: { propDefinition: [ picqer, "orderId", ], }, body: { propDefinition: [ picqer, "commentBody", ], }, showAtRelated: { propDefinition: [ picqer, "showAtRelated", ], }, isVisibleFulfillment: { propDefinition: [ picqer, "isVisibleFulfillment", ], }, }, async run({ $ }) { const response = await this.picqer.addOrderComment({ $, orderId: this.orderId, data: { body: this.body, show_at_related: this.showAtRelated, is_visible_fulfilment: this.isVisibleFulfillment, }, }); $.export("$summary", `Successfully added comment to order ${this.orderId}`); 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
Picqer	`picqer`	`app`	This component uses the Picqer app.
Order ID	`orderId`	`string`	Select a value from the drop down menu.
Comment Body	`body`	`string`	The body of the comment.
Show At Related	`showAtRelated`	`boolean`	Whether the comment is visible on related resources. For example: comments added to orders can be shown when retrieving comments for a picklist of that order.
Visible In Fulfillment	`isVisibleFulfillment`	`boolean`	Only for Picqer Fulfilment: Whether the comment is visible for the fulfilment customer the resource belongs to.

Add Comment To Order with Picqer API on Email Template Updated (Instant, of Selectable Type) from Salesforce API

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

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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