fleet/website/api/controllers/webhooks/receive-from-clay.js
Eric ae7dac7e2b
Website: add create-historical-event helper (#29435)
Closes: https://github.com/fleetdm/confidential/issues/10718
Related to: https://github.com/fleetdm/confidential/issues/10719

Changes:
- Created a new helper
(`sails.helpers.salesforce.createHistoricalEvent`) to create Historical
event records in our CRM.
- Updated the custom hook, receive-from-clay webhook, and
create-or-update-one-newsletter-subscription action to create historical
event records using the new helper.
2025-05-23 17:59:58 -05:00

113 lines
3.4 KiB
JavaScript
Vendored

module.exports = {
friendlyName: 'Receive from Clay',
description: 'Receive webhook requests from Clay.',
inputs: {
webhookSecret: {
type: 'string',
required: true,
},
// For finding/creating contacts.
firstName: {
type: 'string',
required: true,
},
lastName: {
type: 'string',
required: true,
},
linkedinUrl: {
type: 'string',
required: true,
},
contactSource: {
type: 'string',
required: true
},
jobTitle: {
type: 'string',
},
// For creating historical event.
intentSignal: {
type: 'string',
required: true,
},
historicalContent: {
type: 'string',
required: true,
},
historicalContentUrl: {
type: 'string',
}
},
exits: {
success: { description: 'Information about LinkedIn activity has successfully been received.' },
duplicateContactOrAccountFound: {description: 'A contact or account could not be created because a duplicate record exists.', statusCode: 409 },
couldNotCreateContactOrAccount: { description: 'A contact or account could not be created in the CRM using the provided information.' },
couldNotCreateActivity: { description: 'An error occured when trying to create a historical event record in the CRM' },
},
fn: async function ({webhookSecret, firstName, lastName, linkedinUrl, contactSource, jobTitle, intentSignal, historicalContent, historicalContentUrl}) {
if (!sails.config.custom.clayWebhookSecret) {
throw new Error('No webhook secret configured! (Please set `sails.config.custom.zapierWebhookSecret`.)');
}
if(webhookSecret !== sails.config.custom.clayWebhookSecret){
throw new Error('Received unexpected webhook request with webhookSecret set to: '+webhookSecret);
}
let recordIds = await sails.helpers.salesforce.updateOrCreateContactAndAccount.with({
firstName,
lastName,
linkedinUrl,
contactSource,
jobTitle,
}).intercept((err)=>{
sails.log.warn(`When the receive-from-clay webhook received information about LinkedIn activity, a contact/account could not be created or updated. Full error: ${require('util').inspect(err)}`);
if(typeof err.errorCode !== 'undefined' && err.errorCode === 'DUPLICATES_DETECTED') {
return 'duplicateContactOrAccountFound';
} else {
return 'couldNotCreateContactOrAccount';
}
});
let trimmedLinkedinUrl = linkedinUrl.replace(sails.config.custom.RX_PROTOCOL_AND_COMMON_SUBDOMAINS, '');
// Create the new Fleet website page view record.
let newHistoricalRecordId = await sails.helpers.salesforce.createHistoricalEvent.with({
salesforceAccountId: recordIds.salesforceAccountId,
salesforceContactId: recordIds.salesforceContactId,
eventType: 'Intent signal',
intentSignal: intentSignal,
eventContent: historicalContent,
eventContentUrl: historicalContentUrl,
linkedinUrl: trimmedLinkedinUrl,
}).intercept((err)=>{
sails.log.warn(`When the receive-from-clay webhook received information about LinkedIn activity, a historical event record could not be created. Full error: ${require('util').inspect(err)}`);
return 'couldNotCreateActivity';
});
// All done.
return {
historicalRecordId: newHistoricalRecordId,
contactId: recordIds.salesforceContactId,
accountId: recordIds.salesforceAccountId
};
}
};