Add Lead to Campaign with Salesforce API on New Client Updated (Instant) from Content Snare API

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New Client Updated (Instant) from the Content Snare API

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Add Lead to Campaign with the Salesforce API

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Getting Started#

This integration creates a workflow with a Content Snare 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 Client Updated (Instant) trigger
1. Connect your Content Snare account
Configure the Add Lead to Campaign action
1. Connect your Salesforce account
2. Select a Campaign ID
3. Select a Lead 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 Client Updated (Instant) on Content Snare

Description:Emit new event when a client is updated in Content Snare. [See the documentation](https://contentsnare.com/help/knowledge-base/content-snare-webhooks/#client-webhooks)

Version:0.0.1

Key:content_snare-new-client-updated-instant

View on GitHub

Content Snare Overview#

The Content Snare API allows you to automate the process of gathering content from clients and stakeholders. With this API, you can create, update, and manage requests for content, as well as track submissions and automate follow-ups. On Pipedream, you can integrate Content Snare with hundreds of other apps to create seamless workflows that save time and reduce manual tasks. From triggering actions when new content is submitted to syncing data across multiple platforms, the possibilities are vast.

Trigger Code#

import common from "../common/webhook.mjs";
import subscription from "../common/subscription.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "content_snare-new-client-updated-instant",
  name: "New Client Updated (Instant)",
  description: "Emit new event when a client is updated in Content Snare. [See the documentation](https://contentsnare.com/help/knowledge-base/content-snare-webhooks/#client-webhooks)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getSubscriptions() {
      return [
        subscription.CLIENT_UPDATED,
      ];
    },
    generateMeta(resource) {
      const { id } = resource;
      const ts = Date.now();
      return {
        id: `${id}-${ts}`,
        summary: `Client Updated: ${id}`,
        ts,
      };
    },
  },
  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
Content Snare	`app`	`app`	This component uses the Content Snare app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.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.

Trigger Authentication#

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

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

read_clientswrite_clientsread_team_membersread_requestswrite_requestsreview_requestsadministrationread_templates

About Content Snare#

Stop chasing clients for information & make it come to you. Content Snare helps digital agencies, accountants & more cut their time spent gathering info by 71%.

Action#

Add Lead to Campaign on Salesforce

Description:Adds an existing lead 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-lead-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-lead-to-campaign",
  name: "Add Lead to Campaign",
  description: "Adds an existing lead 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 Lead to.",
    },
    leadId: {
      propDefinition: [
        salesforce,
        "recordId",
        () => ({
          objType: "Lead",
          nameField: "Name",
        }),
      ],
      label: "Lead ID",
      description: "The Lead to add to the selected Campaign.",
    },
  },
  async run({ $ }) {
    const {
      salesforce, campaignId, leadId,
    } = this;
    const response = await salesforce.createObject({
      $,
      objectType: constants.OBJECT_TYPE.CAMPAIGN_MEMBER,
      data: {
        CampaignId: campaignId,
        LeadId: leadId,
      },
    });
    $.export("$summary", `Successfully added lead (ID: ${leadId}) 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.
Lead ID	`leadId`	`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 + Content Snare#

Other Popular Integrations#

Create Client with Content Snare API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Content Snare

Add Lead to Campaign with Salesforce API on New Client Updated (Instant) from Content Snare API

Pipedream makes it easy to connect APIs for Salesforce, Content Snare 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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