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Update gmail to salesforce integration
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@sahanHe
sahanHe committed Dec 8, 2023
1 parent c2c59ec commit 2613e3e
Showing 1 changed file with 33 additions and 96 deletions.
129 changes: 33 additions & 96 deletions gmail-to-salesforce-lead/main.bal
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Original file line number Diff line number Diff line change
@@ -1,5 +1,3 @@
import ballerina/lang.runtime;
import ballerina/log;
import ballerina/mime;
import ballerinax/googleapis.gmail;
import ballerinax/openai.chat;
Expand Down Expand Up @@ -29,87 +27,42 @@ configurable string openAIKey = ?;
configurable string salesforceBaseUrl = ?;
configurable string salesforceAccessToken = ?;

const LABEL = "Lead";

final gmail:Client gmail = check new ({auth: {token: gmailAccessToken}});
final chat:Client openAiChat = check new ({auth: {token: openAIKey}});
final sf:Client salesforce = check new ({baseUrl: salesforceBaseUrl, auth: {token: salesforceAccessToken}});
gmail:Client gmail = check new ({auth: {token: gmailAccessToken}});
chat:Client openAiChat = check new ({auth: {token: openAIKey}});
sf:Client salesforce = check new ({baseUrl: salesforceBaseUrl, auth: {token: salesforceAccessToken}});

public function main() returns error? {
while true {
Email[] emails = check getEmails(LABEL);
Lead[] leads = from Email email in emails
let Lead? lead = generateLead(email)
where lead is Lead
select lead;
addLeadsToSalesforce(leads);
runtime:sleep(600);
}
}

function getEmails(string label) returns Email[]|error {
string[] labelIdsToMatch = check getLabelIds(gmail, [label]);
if labelIdsToMatch.length() == 0 {
return error("Unable to find any labels to match.");
}

gmail:MailThread[] matchingMailThreads = check getMatchingMailThreads(gmail, labelIdsToMatch);
removeLabels(gmail, matchingMailThreads, labelIdsToMatch);
gmail:Message[] matchingEmails = getMatchingEmails(gmail, matchingMailThreads);

return from gmail:Message message in matchingEmails
let Email|error email = parseEmail(message)
where email is Email
select email;
}

function getLabelIds(gmail:Client gmail, string[] labelsToMatch) returns string[]|error {
gmail:LabelList labelList = check gmail->listLabels("me");
return from gmail:Label {name, id} in labelList.labels
where labelsToMatch.indexOf(name) != ()
select id;
}

function getMatchingMailThreads(gmail:Client gmail, string[] labelIdsToMatch) returns gmail:MailThread[]|error {
string[] labelIdsToMatch = from gmail:Label {name, id} in labelList.labels
where ["Lead"].indexOf(name) != ()
select id;
gmail:MsgSearchFilter searchFilter = {
includeSpamTrash: false,
labelIds: labelIdsToMatch
};

return from gmail:MailThread mailThread in check gmail->listThreads(filter = searchFilter)
select mailThread;
}

function removeLabels(gmail:Client gmail, gmail:MailThread[] mailThreads, string[] labelIds) {
foreach gmail:MailThread mailThread in mailThreads {
gmail:MailThread|error removeLabelResponse = gmail->modifyThread(mailThread.id, [], labelIds);
if removeLabelResponse is error {
log:printError("An error occured in removing the labels from the thread.",
removeLabelResponse, removeLabelResponse.stackTrace(), threadId = mailThread.id, labelIds = labelIds);
}
gmail:MailThread[] matchingMailThreads = check from gmail:MailThread mailThread
in check gmail->listThreads(filter = searchFilter)
select mailThread;
foreach gmail:MailThread mailThread in matchingMailThreads {
_ = check gmail->modifyThread(mailThread.id, [], labelIdsToMatch);
}
}

function getMatchingEmails(gmail:Client gmail, gmail:MailThread[] mailThreads) returns gmail:Message[] {
gmail:Message[] messages = [];

foreach gmail:MailThread mailThread in mailThreads {
gmail:MailThread|error response = gmail->readThread(mailThread.id);
if response is error {
log:printError("An error occured while reading the email.",
response, response.stackTrace(), threadId = mailThread.id);
continue;
}

if !(response.messages is gmail:Message[]) || (<gmail:Message[]>response.messages).length() < 1 {
log:printError("Unable to find any messages in the thread.", threadId = mailThread.id);
continue;
}

messages.push((<gmail:Message[]>response.messages)[0]);
gmail:Message[] matchingEmails = [];
foreach gmail:MailThread mailThread in matchingMailThreads {
gmail:MailThread response = check gmail->readThread(mailThread.id);
matchingEmails.push((<gmail:Message[]>response.messages)[0]);
}

return messages;
Email[] emails = from gmail:Message message in matchingEmails
let Email|error email = parseEmail(message)
where email is Email
select email;
Lead[] leads = from Email email in emails
let Lead? lead = check generateLead(email, openAiChat)
where lead is Lead
select lead;
from Lead lead in leads
do {
_ = check salesforce->create("EmailLead__c", lead);
};
}

function parseEmail(gmail:Message message) returns Email|error {
Expand All @@ -124,19 +77,18 @@ function parseEmail(gmail:Message message) returns Email|error {
body: body
};
} on fail error e {
log:printError("An error occured while parsing the email.", e, e.stackTrace(), message = message);
return e;
}
}

function generateLead(Email email) returns Lead? {
function generateLead(Email email, chat:Client openAiChat) returns Lead|error {
chat:CreateChatCompletionRequest request = {
model: "gpt-3.5-turbo",
messages: [
{
role: "user",
content: string `
Extract the following details in JSON from the email.
content: string
`Extract the following details in JSON from the email.
{
firstName__c: string, // Mandatory
lastName__c: string, // Mandatory
Expand All @@ -151,8 +103,7 @@ function generateLead(Email email) returns Lead? {
from: ${email.'from},
subject: ${email.subject},
body: ${email.body}
}
`
}`
}
]
};
Expand All @@ -165,20 +116,6 @@ function generateLead(Email email) returns Lead? {
string content = check response.choices[0].message?.content.ensureType(string);
return check content.fromJsonStringWithType(Lead);
} on fail error e {
log:printError("An error occured while generating the lead.", e, e.stackTrace(), email = email);
return;
return e;
}
}

function addLeadsToSalesforce(Lead[] leads) {
from Lead lead in leads
do {
sf:CreationResponse|error createResponse = salesforce->create("EmailLead__c", lead);
if createResponse is error {
log:printError("An error occured while creating a Lead object on salesforce.",
createResponse, createResponse.stackTrace(), lead = lead);
} else {
log:printInfo("Lead successfully created.", lead = lead);
}
};
}
};

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