Add Lead to Campaign with Salesforce API on New Vacation Request from Convenia API

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New Vacation Request from the Convenia 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 Convenia 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 Vacation Request trigger
1. Connect your Convenia account
2. Configure timer
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 Vacation Request on Convenia

Description:Emit new event when there is a new vacation request at the company.

Version:0.0.1

Key:convenia-new-vacation-request

View on GitHub

Convenia Overview#

The Convenia API offers a suite of HR management functionalities, allowing for the automation of employee onboarding, payroll management, and other HR tasks. By integrating with Convenia via Pipedream, you can streamline HR operations, sync employee data across applications, and trigger actions based on various HR events. Pipedream's serverless platform facilitates the creation of complex workflows to interact with the Convenia API, enabling developers and HR professionals to build custom automations without managing infrastructure.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import convenia from "../../convenia.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "convenia-new-vacation-request",
  name: "New Vacation Request",
  description: "Emit new event when there is a new vacation request at the company.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    convenia,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    _getLastDate() {
      return this.db.get("lastDate") || 0;
    },
    _setLastDate(id) {
      this.db.set("lastDate", id);
    },
    async startEvent(maxResults = false) {
      const lastDate = this._getLastDate();
      let count = 0;
      let responseArray = [];
      let items = this.convenia.paginate({
        fn: this.convenia.listVacations,
      });

      for await (const item of items) {
        responseArray.push(item);
      }

      responseArray = responseArray
        .filter((item) => Date.parse(item.created_at) >= lastDate)
        .sort((a, b) => Date.parse(a.created_at) - Date.parse(b.created_at));

      for (const vacation of responseArray) {
        if (maxResults && (++count >= maxResults)) break;

        this.$emit(vacation, {
          id: vacation.id,
          summary: `New vacation request with ID: ${vacation.id}`,
          ts: Date.parse(vacation.created_at),
        });
      }

      if (responseArray.length > 0) {
        this._setLastDate(Date.parse(responseArray[responseArray.length - 1].created_at));
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
  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
Convenia	`convenia`	`app`	This component uses the Convenia app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To retrieve your API token,
* Navigate to your Convenia account and sign in
* Go to “Configurações” > “API”

About Convenia#

Convenia is a cloud people management software for small business that increase its efficiency and eliminating operational labor.

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 + Convenia#

Other Popular Integrations#

Create Leave Of Absence For Employee with Convenia API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Convenia

Add Lead to Campaign with Salesforce API on New Vacation Request from Convenia API

Pipedream makes it easy to connect APIs for Salesforce, Convenia 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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