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← Overloop + Salesforce integrations

Update Email Template with Salesforce API on New Exclusion List Item Created from Overloop API

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New Exclusion List Item Created from the Overloop API
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Update Email Template 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 Exclusion List Item Created trigger
    1. Connect your Overloop account
    2. Configure timer
  3. Configure the Update Email Template action
    1. Connect your Salesforce account
    2. Select a Record ID
    3. Select one or more Fields to Update
  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 Exclusion List Item Created on Overloop
Description:Emit new event each time an exclusion list item is created. [See the docs](https://apidoc.overloop.com/#list-exclusion-list-items)
Version:0.0.1
Key:overloop-new-exclusion-list-item-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-exclusion-list-item-created", name: "New Exclusion List Item Created", description: "Emit new event each time an exclusion list item is created. [See the docs](https://apidoc.overloop.com/#list-exclusion-list-items)", version: "0.0.1", type: "source", dedupe: "unique", methods: { ...common.methods, async emitHistoricalEvents({ limit }) { const results = await this.processEvent(this.overloop.listExclusingListItems, { sort: "-created_at", }); results.slice(0, limit).forEach((result) => this.emitEvent(result)); }, getResultTs(item) { return Date.parse(item.attributes.created_at); }, generateMeta(item) { return { id: item.id, summary: item.attributes.value, ts: this.getResultTs(item), }; }, }, async run() { const results = await this.processEvent(this.overloop.listExclusingListItems, { sort: "-created_at", }); 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

Update Email Template on Salesforce
Description:Updates an email template. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)
Version:0.0.4
Key:salesforce_rest_api-update-email-template

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 { convertFieldsToProps, getAdditionalFields, } from "../../common/props-utils.mjs"; import salesforce from "../../salesforce_rest_api.app.mjs"; import { additionalFields } from "../common/base-create-update.mjs"; export default { key: "salesforce_rest_api-update-email-template", name: "Update Email Template", description: "Updates an email template. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)", version: "0.0.4", annotations: { destructiveHint: true, openWorldHint: true, readOnlyHint: false, }, type: "action", props: { salesforce, recordId: { propDefinition: [ salesforce, "recordId", () => ({ objType: "EmailTemplate", }), ], description: "The email template to update.", }, fieldsToUpdate: { propDefinition: [ salesforce, "fieldsToUpdate", () => ({ objType: "EmailTemplate", }), ], reloadProps: true, }, }, methods: { getAdditionalFields, convertFieldsToProps, }, async additionalProps() { const { fieldsToUpdate } = this; const fields = await this.salesforce.getFieldsForObjectType("EmailTemplate"); const selectedFields = fields.filter(({ name }) => fieldsToUpdate.includes(name)); const selectedFieldProps = this.convertFieldsToProps(selectedFields); return { docsInfo: { type: "alert", alertType: "info", content: "[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_emailtemplate.htm) for information on all available fields.", }, ...selectedFieldProps, additionalFields, }; }, async run({ $ }) { /* eslint-disable no-unused-vars */ const { salesforce, recordId, fieldsToUpdate, getAdditionalFields: getData, convertFieldsToProps, docsInfo, additionalFields, ...data } = this; /* eslint-enable no-unused-vars */ const response = await this.salesforce.updateRecord("EmailTemplate", { $, id: recordId, data: { ...data, ...getData(), }, }); $.export("$summary", `Successfully updated Email Template record (ID: ${recordId})`); 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.
Record IDrecordIdstringSelect a value from the drop down menu.
Fields to UpdatefieldsToUpdatestring[]Select 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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