← Google Drive + Salesforce integrations

Create Attachment with Salesforce API on Changes to Specific Files from Google Drive API

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Changes to Specific Files from the Google Drive API
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Create Attachment with the Salesforce API
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Getting Started

This integration creates a workflow with a Google Drive trigger and Salesforce 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 Changes to Specific Files trigger
    1. Configure infoAlert
    2. Connect your Google Drive account
    3. Optional- Configure Drive
    4. Configure Push notification renewal schedule
    5. Select one or more Files
    6. Optional- Configure Include Link
    7. Optional- Configure dir
    8. Configure intervalAlert
    9. Optional- Configure Minimum Interval Per File
    10. Select one or more Types of updates
  3. Configure the Create Attachment action
    1. Connect your Salesforce account
    2. Configure docsInfo
    3. Configure File Name
    4. Configure File Path, URL or Content
    5. Configure Content Type
    6. Configure Parent ID
    7. Optional- Configure Description
    8. Optional- Configure Private
    9. Optional- Select a Owner ID
  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:Watches for changes to specific files, emitting an event when a change is made to one of those files. To watch for changes to [shared drive](https://support.google.com/a/users/answer/9310351) files, use the **Changes to Specific Files (Shared Drive)** source instead.
Version:0.3.1
Key:google_drive-changes-to-specific-files

Google Drive Overview

The Google Drive API on Pipedream allows you to automate various file management tasks, such as creating, reading, updating, and deleting files within your Google Drive. You can also share files, manage permissions, and monitor changes to files and folders. This opens up possibilities for creating workflows that seamlessly integrate with other apps and services, streamlining document handling, backup processes, and collaborative workflows.

Trigger Code

import cronParser from "cron-parser"; import includes from "lodash/includes.js"; import { v4 as uuid } from "uuid"; import { MY_DRIVE_VALUE } from "../../common/constants.mjs"; import changesToSpecificFiles from "../changes-to-specific-files-shared-drive/changes-to-specific-files-shared-drive.mjs"; import { ConfigurationError } from "@pipedream/platform"; import sampleEmit from "./test-event.mjs"; /** * This source uses the Google Drive API's * {@link https://developers.google.com/drive/api/v3/reference/files/watch files: watch} * endpoint to subscribe to changes to specific files in the user's drive. */ export default { ...changesToSpecificFiles, key: "google_drive-changes-to-specific-files", name: "Changes to Specific Files", description: "Watches for changes to specific files, emitting an event when a change is made to one of those files. To watch for changes to [shared drive](https://support.google.com/a/users/answer/9310351) files, use the **Changes to Specific Files (Shared Drive)** source instead.", version: "0.3.1", type: "source", // Dedupe events based on the "x-goog-message-number" header for the target channel: // https://developers.google.com/drive/api/v3/push#making-watch-requests dedupe: "unique", props: { infoAlert: { type: "alert", alertType: "info", content: "This source uses `files.watch` and supports up to 10 file subscriptions. To watch for changes to more than 10 files, use the **Changes to Files in Drive** source instead (uses `changes.watch`).", }, ...changesToSpecificFiles.props, drive: { type: "string", label: "Drive", description: "Defaults to `My Drive`. To use a [Shared Drive](https://support.google.com/a/users/answer/9310351), use the **Changes to Specific Files (Shared Drive)** source instead.", optional: true, default: MY_DRIVE_VALUE, }, updateTypes: { propDefinition: [ changesToSpecificFiles.props.googleDrive, "updateTypes", ], }, includeLink: { label: "Include Link", type: "boolean", description: "Upload file to your File Stash and emit temporary download link to the file. Google Workspace documents will be converted to PDF. See [the docs](https://pipedream.com/docs/connect/components/files) to learn more about working with files in Pipedream.", default: false, optional: true, }, dir: { type: "dir", accessMode: "write", optional: true, }, }, hooks: { ...changesToSpecificFiles.hooks, async deploy() { if (this.files.length > 10) { throw new ConfigurationError("This source only supports up to 10 files"); } await changesToSpecificFiles.hooks.deploy.bind(this)(); }, async activate() { // Called when a component is created or updated. Handles all the logic // for starting and stopping watch notifications tied to the desired // files. // You can pass the same channel ID in watch requests for multiple files, so // our channel ID is fixed for this component to simplify the state we have to // keep track of. const channelID = uuid(); // Subscriptions are keyed on Google's resourceID, "an opaque value that // identifies the watched resource". This value is included in request // headers, allowing us to look up the watched resource. let subscriptions = this._getSubscriptions() || {}; const files = this.files; for (const fileID of files) { const { expiration, resourceId, } = await this.googleDrive.activateFileHook( channelID, this.http.endpoint, fileID, ); // The fileID must be kept with the subscription metadata so we can // renew the watch request for this specific file when it expires. subscriptions[resourceId] = { expiration, fileID, }; } // Save metadata on the subscription so we can stop / renew later this._setSubscriptions(subscriptions); this._setChannelID(channelID); }, async deactivate() { const channelID = this._getChannelID(); if (!channelID) { console.log( "Channel not found, cannot stop notifications for non-existent channel", ); return; } const subscriptions = this._getSubscriptions() || {}; for (const resourceId of Object.keys(subscriptions)) { await this.googleDrive.stopNotifications(channelID, resourceId); } // Reset DB state this._setSubscriptions({}); this._setChannelID(null); }, }, methods: { ...changesToSpecificFiles.methods, _getSubscriptions() { return this.db.get("subscriptions") || {}; }, _setSubscriptions(subscriptions) { this.db.set("subscriptions", subscriptions); }, _getNextTimerEventTimestamp(event) { if (event.cron) { return cronParser .parseExpression(event.cron) .next() .getTime(); } if (event.interval_seconds) { return Date.now() + event.interval_seconds * 1000; } }, async renewFileSubscriptions(event) { const subscriptions = this._getSubscriptions() || {}; const channelID = this._getChannelID(); const newChannelID = uuid(); const nextRunTimestamp = this._getNextTimerEventTimestamp(event); for (const [ currentResourceId, metadata, ] of Object.entries(subscriptions)) { const { fileID } = metadata; const subscription = { ...metadata, resourceId: currentResourceId, }; const { expiration, resourceId, } = await this.googleDrive.renewFileSubscription( subscription, this.http.endpoint, channelID, newChannelID, fileID, nextRunTimestamp, ); subscriptions[resourceId] = { expiration, fileID, }; } this._setSubscriptions(subscriptions); this._setChannelID(newChannelID); }, }, async run(event) { // This function is polymorphic: it can be triggered as a cron job, to make sure we renew // watch requests for specific files, or via HTTP request (the change payloads from Google) // Component was invoked by timer if (event.timestamp) { return this.renewFileSubscriptions(event); } const channelID = this._getChannelID(); let subscriptions = this._getSubscriptions() || {}; const { headers } = event; if ( !headers["x-goog-resource-state"] || !headers["x-goog-resource-id"] || !headers["x-goog-resource-uri"] || !headers["x-goog-message-number"] ) { console.log("Request missing necessary headers: ", headers); return; } const incomingChannelID = headers["x-goog-channel-id"]; if (incomingChannelID !== channelID) { console.log( `Channel ID of ${incomingChannelID} not equal to deployed component channel of ${channelID}`, ); return; } if (subscriptions[headers["x-goog-resource-id"]] === undefined) { console.log( `Resource ID of ${headers["x-goog-resource-id"]} not currently being tracked. Exiting`, ); return; } if (!includes(this.updateTypes, headers["x-goog-resource-state"])) { console.log( `Update type ${headers["x-goog-resource-state"]} not in list of updates to watch: `, this.updateTypes, ); return; } // We observed false positives where a single change to a document would trigger two changes: // one to "properties" and another to "content,properties". But changes to properties // alone are legitimate, most users just won't want this source to emit in those cases. // If x-goog-changed is _only_ set to "properties", only move on if the user set the prop if ( !this.watchForPropertiesChanges && headers["x-goog-changed"] === "properties" ) { console.log( "Change to properties only, which this component is set to ignore. Exiting", ); return; } const file = await this.googleDrive.getFileMetadata( headers["x-goog-resource-uri"], ); if (!file || !Object.keys(file).length) { console.log("No file metadata returned, nothing to emit"); return; } const [ checkedFile, ] = this.checkMinimumInterval([ file, ]); if (checkedFile) { await this.processChange(file, headers); } }, sampleEmit, }; 

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
Google DrivegoogleDriveappThis component uses the Google Drive 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.
Drivedrivestring

Defaults to My Drive. To use a Shared Drive, use the Changes to Specific Files (Shared Drive) source instead.

Filesfilesstring[]Select a value from the drop down menu.
Include LinkincludeLinkboolean

Upload file to your File Stash and emit temporary download link to the file. Google Workspace documents will be converted to PDF. See the docs to learn more about working with files in Pipedream.

dirdir
Minimum Interval Per FileperFileIntervalinteger

How many minutes to wait until the same file can emit another event.

If set to 0, this interval is disabled and all events will be emitted.

Types of updatesupdateTypesstring[]Select a value from the drop down menu:{ "label": "'sync' - A channel was successfully created. You can expect to start receiving notifications for it.", "value": "sync" }{ "label": "'add' - A resource was created or shared.", "value": "add" }{ "label": "'remove' - An existing resource was deleted or unshared.", "value": "remove" }{ "label": "'update' - One or more properties (metadata) of a resource have been updated.", "value": "update" }{ "label": "'trash' - A resource has been moved to the trash.", "value": "trash" }{ "label": "'untrash' - A resource has been removed from the trash.", "value": "untrash" }{ "label": "'change' - One or more changelog items have been added.", "value": "change" }

Trigger Authentication

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

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

https://www.googleapis.com/auth/drive

About Google Drive

Google Drive is a file storage and synchronization service which allows you to create and share your work online, and access your documents from anywhere.

Action

Description:Creates an Attachment on a parent object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_attachment.htm)
Version:0.5.4
Key:salesforce_rest_api-create-attachment

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.

Action Code

import common, { getProps } from "../common/base-create-update.mjs"; import attachment from "../../common/sobjects/attachment.mjs"; import { getFileStream } from "@pipedream/platform"; const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_attachment.htm"; /* eslint-disable no-unused-vars */ const { useAdvancedProps, ...props } = getProps({ objType: attachment, docsLink, }); /* eslint-enable no-unused-vars */ export default { ...common, key: "salesforce_rest_api-create-attachment", name: "Create Attachment", description: `Creates an Attachment on a parent object. [See the documentation](${docsLink})`, version: "0.5.4", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, type: "action", props, async run({ $ }) { /* eslint-disable no-unused-vars */ const { salesforce, getAdvancedProps, getAdditionalFields, formatDateTimeProps, docsInfo, filePathOrContent, ...data } = this; /* eslint-enable no-unused-vars */ let body; if (filePathOrContent.startsWith("http") || filePathOrContent.includes("tmp/")) { const stream = await getFileStream(filePathOrContent); const chunks = []; for await (const chunk of stream) { chunks.push(chunk); } body = Buffer.concat(chunks).toString("base64"); } else { body = filePathOrContent; } const response = await salesforce.createRecord("Attachment", { $, data: { Body: body, ...data, }, }); $.export("$summary", `Successfully created attachment "${this.Name}"`); 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
SalesforcesalesforceappThis component uses the Salesforce app.
File NameNamestring

Name of the attached file. Max 255 characters.

File Path, URL or ContentfilePathOrContentstring

The file to attach. Provide either a file URL, a path to a file in the /tmp directory (for example, /tmp/myFile.txt), or base64-encoded file data.

Content TypeContentTypestring

The content type (MIME type) of the attachment. For example, image/png.

Parent IDParentIdstring

ID of the parent object of the attachment. See the documentation for supported objects.

DescriptionDescriptionstring

Description of the attachment. Max 500 characters.

PrivateIsPrivateboolean

Whether this record is viewable only by the owner and administrators (true) or viewable by all otherwise-allowed users (false).

Owner IDOwnerIdstringSelect a value from the drop down menu.

Action 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.

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Updates an email template. See the documentation

 
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Update Opportunities (Batch) with the Salesforce API

Update multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

 
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Update Opportunity with the Salesforce API

Updates an opportunity. See the documentation

 
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Update Record with the Salesforce API

Update fields of a record. See the documentation

 
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Upsert Record with the Salesforce API

Create or update a record of a given object. See the documentation

 
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Explore Other Apps

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Node
Node
Anything you can do with Node.js, you can do in a Pipedream workflow. This includes using most of npm's 400,000+ packages.
Python
Python
Anything you can do in Python can be done in a Pipedream Workflow. This includes using any of the 350,000+ PyPi packages available in your Python powered workflows.
Notion
Notion
Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
OpenAI (ChatGPT)
OpenAI (ChatGPT)
OpenAI is an AI research and deployment company with the mission to ensure that artificial general intelligence benefits all of humanity. They are the makers of popular models like ChatGPT, DALL-E, and Whisper.
Anthropic (Claude)
Anthropic (Claude)
AI research and products that put safety at the frontier. Introducing Claude, a next-generation AI assistant for your tasks, no matter the scale.
Google Sheets
Google Sheets
Use Google Sheets to create and edit online spreadsheets. Get insights together with secure sharing in real-time and from any device.
Telegram
Telegram
Telegram, is a cloud-based, cross-platform, encrypted instant messaging (IM) service.
Google Drive
Google Drive
Google Drive is a file storage and synchronization service which allows you to create and share your work online, and access your documents from anywhere.
HTTP / Webhook
HTTP / Webhook
Get a unique URL where you can send HTTP or webhook requests
Google Calendar
Google Calendar
With Google Calendar, you can quickly schedule meetings and events and get reminders about upcoming activities, so you always know what’s next.
Schedule
Schedule
Trigger workflows on an interval or cron schedule.
Pipedream Utils
Pipedream Utils
Utility functions to use within your Pipedream workflows
Shopify
Shopify
Shopify is a complete commerce platform that lets anyone start, manage, and grow a business. You can use Shopify to build an online store, manage sales, market to customers, and accept payments in digital and physical locations.
Supabase
Supabase
Supabase is an open source Firebase alternative.
MySQL
MySQL
MySQL is an open-source relational database management system.
PostgreSQL
PostgreSQL
PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.
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AWS
AWS
Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.
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Twilio SendGrid
Twilio SendGrid
Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.
Amazon SES
Amazon SES
Amazon SES is a cloud-based email service provider that can integrate into any application for high volume email automation
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Klaviyo
Klaviyo
Email Marketing and SMS Marketing Platform
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Zendesk
Zendesk
Zendesk is award-winning customer service software trusted by 200K+ customers. Make customers happy via text, mobile, phone, email, live chat, social media.
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ServiceNow
ServiceNow
The smarter way to workflow
Slack
Slack
Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.
Microsoft Teams
Microsoft Teams
Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.