← Clockwork Recruiting + Salesforce integrations

Add Contact to Campaign with Salesforce API on New Candidate Status Change (Instant) from Clockwork Recruiting API

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New Candidate Status Change (Instant) from the Clockwork Recruiting 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 Clockwork Recruiting 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 Candidate Status Change (Instant) trigger
    1. Connect your Clockwork Recruiting account
  3. Configure the Add Contact to Campaign action
    1. Connect your Salesforce account
    2. Select a Campaign ID
    3. Select a Contact ID
  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

Description:Emit new event when a candidate status is changed.
Version:0.0.1
Key:clockwork_recruiting-candidate-status-change

Clockwork Recruiting Overview

The Clockwork Recruiting API offers a suite of features tailored for executive search firms and in-house recruiting teams, enabling users to manage candidates, clients, and search projects with ease. By integrating this API with Pipedream, you can automate the recruitment process, sync data between various platforms, and streamline candidate engagement and tracking. Pipedream's serverless platform facilitates the creation of custom workflows using the Clockwork Recruiting API to optimize recruitment operations without manual intervention.

Trigger Code

import app from "../../clockwork_recruiting.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "clockwork_recruiting-candidate-status-change",
  name: "New Candidate Status Change (Instant)",
  description: "Emit new event when a candidate status is changed.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    app,
    http: "$.interface.http",
    db: "$.service.db",
  },
  hooks: {
    async activate() {
      const { id } = await this.app.createHook({
        data: {
          hook_url: this.http.endpoint,
        },
      });

      this._setHookId(id);
    },
    async deactivate() {
      const id = this._getHookId("hookId");
      await this.app.deleteHook(id);
    },
  },
  methods: {
    emitEvent(body) {
      const {
        event_name: event,
        candidacy,
      } = body;

      if (event === "candidacy_updated") {
        const {
          id, status_id: statusId, updated_at: updatedAt,
        } = candidacy;

        this.$emit(body, {
          id: id + statusId,
          summary: `The status of the candidate with id ${id} has been updated!`,
          ts: new Date(updatedAt),
        });
      }
    },
    _getHookId() {
      return this.db.get("hookId");
    },
    _setHookId(hookId) {
      this.db.set("hookId", hookId);
    },
    _getLastStatusId() {
      return this.db.get("lastStatusId");
    },
    _setLastStatusId(statusId) {
      this.db.set("lastStatusId", statusId);
    },
  },
  async run({ body }) {
    this.emitEvent(body);
  },
  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.
LabelPropTypeDescription
Clockwork RecruitingappappThis component uses the Clockwork Recruiting app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

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

To retrieve your API Key, API Secret, and Firm Service Key

  • Navigate to your Clockwork Recruiting account and sign in
  • Click the drop down on the top right
  • Go to Profile
  • Scroll down to API Keys

About Clockwork Recruiting

Executive search software and business solutions for executive search firms, in-house teams and venture capital.

Action

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

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.

LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
Campaign IDcampaignIdstringSelect a value from the drop down menu.
Contact IDcontactIdstringSelect 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

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