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← Overloop + Salesforce integrations

Get Knowledge Articles with Salesforce API on New Pipeline Created from Overloop API

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New Pipeline Created from the Overloop API
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Get Knowledge Articles with the Salesforce API
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Getting Started

This integration creates a workflow with a Overloop 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 New Pipeline Created trigger
    1. Connect your Overloop account
    2. Configure timer
  3. Configure the Get Knowledge Articles action
    1. Connect your Salesforce account
    2. Configure info
    3. Optional- Configure Language
    4. Optional- Configure Search Term
    5. Optional- Select a Channel
    6. Optional- Configure Categories
    7. Optional- Select a Query Method
    8. Optional- Select a Sort By
  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 Pipeline Created on Overloop
Description:Emit new event each time a list is created. [See the docs](https://apidoc.overloop.com/#list-pipelines)
Version:0.0.1
Key:overloop-new-pipeline-created

Overloop Overview

The Overloop API is a powerhouse for sales automation, enabling users to streamline their sales pipeline by automating repetitive tasks, syncing data across platforms, and enhancing lead management. With Pipedream, you can leverage Overloop's capabilities to create detailed, event-driven workflows that respond in real-time to changes in your sales environment. This integration can help maintain a healthy sales funnel, ensure timely follow-ups, and personalize communication at scale.

Trigger Code

import common from "../common/common.mjs"; export default { ...common, key: "overloop-new-pipeline-created", name: "New Pipeline Created", description: "Emit new event each time a list is created. [See the docs](https://apidoc.overloop.com/#list-pipelines)", version: "0.0.1", type: "source", dedupe: "unique", methods: { ...common.methods, async emitHistoricalEvents({ limit }) { const results = await this.processEvent(this.overloop.listPipelines, {}, true); results.slice(limit * -1).forEach((result) => this.emitEvent(result)); }, getResultTs(pipeline) { // using id because no timestamp field included return pipeline?.id; }, generateMeta(pipeline) { return { id: pipeline.id, summary: pipeline.attributes.name, ts: Date.now(), }; }, }, async run() { const results = await this.processEvent(this.overloop.listPipelines, {}, true); results.forEach((result) => this.emitEvent(result)); }, };

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
OverloopoverloopappThis component uses the Overloop app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Trigger Authentication

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

To retrieve your API key,

  • Navigate to your Overloop account and sign in
  • Go to “Settings” > “API”

About Overloop

All-in-one CRM & Sales Automation Platform

Action

Get Knowledge Articles on Salesforce
Description:Get a page of online articles for the given language and category through either search or query. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.knowledge_dev.meta/knowledge_dev/sforce_api_rest_retrieve_article_list.htm)
Version:0.0.2
Key:salesforce_rest_api-get-knowledge-articles

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 from "../common/knowledge.mjs"; export default { ...common, key: "salesforce_rest_api-get-knowledge-articles", name: "Get Knowledge Articles", description: "Get a page of online articles for the given language and category through either search or query. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.knowledge_dev.meta/knowledge_dev/sforce_api_rest_retrieve_article_list.htm)", version: "0.0.2", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: true, }, type: "action", props: { ...common.props, q: { type: "string", label: "Search Term", description: "Performs an SOSL search. If this property is not set, an SOQL query runs. The characters `?` and `*` are used for wildcard searches. The characters `(`, `)`, and `\"` are used for complex search terms. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_sosl_find.htm).", optional: true, }, channel: { type: "string", label: "Channel", description: "Where articles are visible (App, Pkb, Csp, Prm).", optional: true, options: [ { label: "Internal Knowledge App", value: "App", }, { label: "Public Knowledge Base", value: "Pkb", }, { label: "Customer Portal", value: "Csp", }, { label: "Partner Portal", value: "Prm", }, ], }, categories: { type: "string", label: "Categories", description: "This should be a map in json format `{\"group1\": \"category1\", \"group2\": \"category2\", ...}`. It must be unique in each group:category pair, otherwise you get `ARGUMENT_OBJECT_PARSE_ERROR`. There is a limit of three data category conditions, otherwise you get `INVALID_FILTER_VALUE`.", optional: true, }, queryMethod: { type: "string", label: "Query Method", description: "Only valid when categories are specified, defaults to `ABOVE_OR_BELOW`.", optional: true, options: [ "AT", "BELOW", "ABOVE", "ABOVE_OR_BELOW", ], }, sort: { type: "string", label: "Sort By", description: "Field to sort results by. Defaults to `LastPublishedDate` for query and relevance for search", optional: true, options: [ "LastPublishedDate", "CreatedDate", "Title", "ViewScore", ], }, }, async run({ $ }) { const { app, q, channel, language, categories, queryMethod, sort, } = this; const items = await app.paginate({ resultsKey: "articles", requester: app.getKnowledgeArticles, requesterArgs: { $, headers: { ...app._makeRequestHeaders(), "Accept": "application/json", "Accept-Language": language || "en-US", }, params: { q, channel, categories, queryMethod, sort, }, }, }); $.export("$summary", `Successfully fetched \`${items.length}\` articles`); return items; }, };

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
SalesforceappappThis component uses the Salesforce app.
Languagelanguagestring

The language code. Defaults to en-US.

Search Termqstring

Performs an SOSL search. If this property is not set, an SOQL query runs. The characters ? and * are used for wildcard searches. The characters (, ), and " are used for complex search terms. See the documentation

ChannelchannelstringSelect a value from the drop down menu:{ "label": "Internal Knowledge App", "value": "App" }{ "label": "Public Knowledge Base", "value": "Pkb" }{ "label": "Customer Portal", "value": "Csp" }{ "label": "Partner Portal", "value": "Prm" }
Categoriescategoriesstring

This should be a map in json format {"group1": "category1", "group2": "category2", ...}. It must be unique in each group:category pair, otherwise you get ARGUMENT_OBJECT_PARSE_ERROR. There is a limit of three data category conditions, otherwise you get INVALID_FILTER_VALUE.

Query MethodqueryMethodstringSelect a value from the drop down menu:ATBELOWABOVEABOVE_OR_BELOW
Sort BysortstringSelect a value from the drop down menu:LastPublishedDateCreatedDateTitleViewScore

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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