← Salesforce + Flash (by Velora AI) integrations

Add Feedback with Flash (by Velora AI) 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 Feedback with the Flash (by Velora AI) API
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Getting Started

This integration creates a workflow with a Salesforce trigger and Flash (by Velora AI) 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 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
  3. Configure the Add Feedback action
    1. Connect your Flash (by Velora AI) account
    2. Configure Feedback
    3. Optional- Configure Title
    4. Optional- Configure Source
    5. Optional- Configure Upvote
    6. Optional- Configure Downvote
    7. Optional- Configure Contact Name
    8. Optional- Configure Contact Email
    9. Optional- Configure Handle
    10. Optional- Configure Handle Type
    11. Optional- Configure Company Name
    12. Optional- Configure Company Domain
    13. Optional- Configure Feedback At
  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 an email template is updated. [See the documentation](https://sforce.co/3yPSJZy)
Version:0.0.5
Key:salesforce_rest_api-email-template-updated-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-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.
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

Description:Adds customer feedback.
Version:0.0.2
Key:flash_by_velora_ai-add-feedback

Action Code

import app from "../../flash_by_velora_ai.app.mjs"; export default { key: "flash_by_velora_ai-add-feedback", name: "Add Feedback", description: "Adds customer feedback.", version: "0.0.2", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, type: "action", props: { app, feedback: { type: "string", label: "Feedback", description: "Actual text customer feedback.", }, title: { type: "string", label: "Title", description: "Title of the customer feedback, if any.", optional: true, }, source: { type: "string", label: "Source", description: "Source where the feedback was received, for example, `GitHub`, `Slack`, etc.", optional: true, }, upvote: { type: "integer", label: "Upvote", description: "Count of upvotes for the feedback.", optional: true, }, downvote: { type: "integer", label: "Downvote", description: "Count of downvotes for the feedback.", optional: true, }, contactName: { type: "string", label: "Contact Name", description: "Name of the customer contact who provided the feedback.", optional: true, }, contactEmail: { type: "string", label: "Contact Email", description: "Email of the customer contact who provided the feedback.", optional: true, }, handle: { type: "string", label: "Handle", description: "Platform specific customer contact handle. Eg. `@pipedream`.", optional: true, }, handleType: { type: "string", label: "Handle Type", description: "Platform which the contact handle belongs to. Eg. `Twitter`, `GitHub`, etc.", optional: true, }, companyName: { type: "string", label: "Company Name", description: "Name of customer company to which the customer contact who provided feedback belongs.", optional: true, }, companyDomain: { type: "string", label: "Company Domain", description: "Email domain of customer company to which the customer contact who provided feedback belongs. Eg. `pipedream.com`.", optional: true, }, feedbackAt: { type: "string", label: "Feedback At", description: "Date and time, when the feedback was received. Eg. `2021-01-01T00:00:00`.", optional: true, }, }, methods: { addFeedback(args = {}) { return this.app.post({ path: "/add-feedback", ...args, }); }, }, async run({ $ }) { const { addFeedback, feedback, title, source, upvote, downvote, contactName, contactEmail, handle, handleType, companyName, companyDomain, feedbackAt, } = this; const response = await addFeedback({ $, data: { feedback, title, source, upvote, downvote, contact_name: contactName, contact_email: contactEmail, handle, handle_type: handleType, company_name: companyName, company_domain: companyDomain, feedback_at: feedbackAt, }, }); $.export("$summary", "Successfully added feedback."); 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
Flash (by Velora AI)appappThis component uses the Flash (by Velora AI) app.
Feedbackfeedbackstring

Actual text customer feedback.

Titletitlestring

Title of the customer feedback, if any.

Sourcesourcestring

Source where the feedback was received, for example, GitHub, Slack, etc.

Upvoteupvoteinteger

Count of upvotes for the feedback.

Downvotedownvoteinteger

Count of downvotes for the feedback.

Contact NamecontactNamestring

Name of the customer contact who provided the feedback.

Contact EmailcontactEmailstring

Email of the customer contact who provided the feedback.

Handlehandlestring

Platform specific customer contact handle. Eg. @pipedream.

Handle TypehandleTypestring

Platform which the contact handle belongs to. Eg. Twitter, GitHub, etc.

Company NamecompanyNamestring

Name of customer company to which the customer contact who provided feedback belongs.

Company DomaincompanyDomainstring

Email domain of customer company to which the customer contact who provided feedback belongs. Eg. pipedream.com.

Feedback AtfeedbackAtstring

Date and time, when the feedback was received. Eg. 2021-01-01T00:00:00.

Action Authentication

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

About Flash (by Velora AI)

Flash (by Velora AI) is an AI copilot for product and growth leaders.

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