Add Contact to Campaign with Salesforce API on New or Modified Records from Airtable API

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Trigger workflow on

New or Modified Records from the Airtable API

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Add Contact to Campaign with the Salesforce API

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Getting Started#

This integration creates a workflow with a Airtable trigger and Salesforce action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New or Modified Records trigger
1. Connect your Airtable account
2. Configure timer
3. Select a Base
4. Select a Table
5. Optional- Select one or more Field IDs
6. Optional- Configure Return Fields By Field ID
Configure the Add Contact to Campaign action
1. Connect your Salesforce account
2. Select a Campaign ID
3. Select a Contact ID
Deploy the workflow
Send a test event to validate your setup
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 or Modified Records on Airtable

Description:Emit new event for each new or modified record in a table

Version:0.0.8

Key:airtable_oauth-new-or-modified-records

View on GitHub

Airtable Overview#

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Trigger Code#

import base from "../common/common.mjs";
import sampleEmit from "./test-event.mjs";
import moment from "moment";

export default {
  ...base,
  name: "New or Modified Records",
  key: "airtable_oauth-new-or-modified-records",
  description: "Emit new event for each new or modified record in a table",
  version: "0.0.8",
  type: "source",
  props: {
    ...base.props,
    tableId: {
      propDefinition: [
        base.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
    fieldIds: {
      propDefinition: [
        base.props.airtable,
        "sortFieldId",
        ({
          baseId, tableId,
        }) => ({
          baseId,
          tableId,
        }),
      ],
      type: "string[]",
      label: "Field IDs",
      description: "Identifiers of spedific fields/columns to watch for updates",
      withLabel: true,
    },
    returnFieldsByFieldId: {
      propDefinition: [
        base.props.airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  methods: {
    ...base.methods,
    _getFieldValues() {
      return this.db.get("fieldValues") || {};
    },
    _setFieldValues(fieldValues) {
      this.db.set("fieldValues", fieldValues);
    },
    updateFieldValues(newFieldValues, record) {
      const fieldKey = this.returnFieldsByFieldId
        ? "value"
        : "label";
      for (const fieldId of this.fieldIds) {
        newFieldValues[record.id] = {
          ...newFieldValues[record.id],
          [fieldId.value]: record.fields[fieldId[fieldKey]] || null,
        };
      }
      return newFieldValues;
    },
    isUpdated(fieldValues, fieldIds, record) {
      const fieldKey = this.returnFieldsByFieldId
        ? "value"
        : "label";
      for (const fieldId of fieldIds) {
        if (!record.fields[fieldId[fieldKey]]) {
          record.fields[fieldId[fieldKey]] = null;
        }
        if (fieldValues[record.id]
          && fieldValues[record.id][fieldId.value] !== undefined
          && record.fields[fieldId[fieldKey]] !== fieldValues[record.id][fieldId.value]
        ) {
          return true;
        }
      }
      return false;
    },
  },
  async run(event) {
    const {
      baseId,
      tableId,
      viewId,
    } = this;

    const lastTimestamp = this._getLastTimestamp();
    const fieldValues = this._getFieldValues();
    const isFirstRunWithFields = this.fieldIds && Object.keys(fieldValues).length === 0;
    const params = {
      returnFieldsByFieldId: this.returnFieldsByFieldId || false,
    };
    if (!isFirstRunWithFields) {
      params.filterByFormula = `LAST_MODIFIED_TIME() > "${lastTimestamp}"`;
    }

    const records = await this.airtable.listRecords({
      baseId,
      tableId,
      params,
    });

    if (!records.length) {
      console.log("No new or modified records.");
      return;
    }

    const metadata = {
      baseId,
      tableId,
      viewId,
    };

    let newRecords = 0, modifiedRecords = 0;
    let newFieldValues = {
      ...fieldValues,
    };
    for (const record of records) {
      if (this.fieldIds) {
        newFieldValues = this.updateFieldValues(newFieldValues, record);
      }
      if (!lastTimestamp || moment(record.createdTime) > moment(lastTimestamp)) {
        record.type = "new_record";
        newRecords++;
      } else {
        if (this.fieldIds
          && (!this.isUpdated(fieldValues, this.fieldIds, record) || isFirstRunWithFields)
        ) {
          continue;
        }
        record.type = "record_modified";
        modifiedRecords++;
      }

      record.metadata = metadata;

      this.$emit(record, {
        summary: `${record.type}: ${JSON.stringify(record.fields)}`,
        id: record.id,
        ts: Date.now(),
      });
    }
    this._setFieldValues(newFieldValues);
    console.log(`Emitted ${newRecords} new records(s) and ${modifiedRecords} modified record(s).`);

    // We keep track of the timestamp of the current invocation
    this.updateLastTimestamp(event);
  },
  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.

Label	Prop	Type	Description
Airtable	`airtable`	`app`	This component uses the Airtable app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Base	`baseId`	`string`	Select a value from the drop down menu.
Table	`tableId`	`string`	Select a value from the drop down menu.
Field IDs	`fieldIds`	`string[]`	Select a value from the drop down menu.
Return Fields By Field ID	`returnFieldsByFieldId`	`boolean`	An optional boolean value that lets you return field objects where the key is the field id. This defaults to `false`, which returns field objects where the key is the field name.

Trigger Authentication#

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable#

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

Action#

Add Contact to Campaign on Salesforce

Description:Adds an existing contact to an existing campaign. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)

Version:0.1.0

Key:salesforce_rest_api-add-contact-to-campaign

View on GitHub

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 salesforce from "../../salesforce_rest_api.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "salesforce_rest_api-add-contact-to-campaign",
  name: "Add Contact to Campaign",
  description: "Adds an existing contact to an existing campaign. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)",
  version: "0.1.0",
  type: "action",
  props: {
    salesforce,
    campaignId: {
      propDefinition: [
        salesforce,
        "recordId",
        () => ({
          objType: "Campaign",
          nameField: "Name",
        }),
      ],
      label: "Campaign ID",
      description: "The Campaign to add a Contact to.",
    },
    contactId: {
      propDefinition: [
        salesforce,
        "recordId",
        () => ({
          objType: "Contact",
          nameField: "Name",
        }),
      ],
      label: "Contact ID",
      description: "The Contact to add to the selected Campaign.",
    },
  },
  async run({ $ }) {
    const {
      salesforce, campaignId, contactId,
    } = this;
    const response = await salesforce.createObject({
      $,
      objectType: constants.OBJECT_TYPE.CAMPAIGN_MEMBER,
      data: {
        CampaignId: campaignId,
        ContactId: contactId,
      },
    });
    $.export("$summary", `Successfully added contact (ID: ${contactId}) to campaign (ID: ${campaignId})`);
    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.

Label	Prop	Type	Description
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
Campaign ID	`campaignId`	`string`	Select a value from the drop down menu.
Contact ID	`contactId`	`string`	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#

Web services API for interacting with Salesforce

More Ways to Connect Salesforce + Airtable#

Other Popular Integrations#

Create Comment with Airtable API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Airtable

Add Contact to Campaign with Salesforce API on New or Modified Records from Airtable API

Pipedream makes it easy to connect APIs for Salesforce, Airtable and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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