← Emailoctopus + Salesforce integrations

Add Contact to Campaign with Salesforce API on New List Contact from Emailoctopus API

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New List Contact from the Emailoctopus 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 Emailoctopus 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 List Contact trigger
    1. Connect your Emailoctopus account
    2. Configure timer
    3. Select a List
  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 each time a contact is added to a list.
Version:0.0.4
Key:emailoctopus-new-list-contact

Emailoctopus Overview

EmailOctopus is a cost-effective email marketing tool that lets you send emails and manage subscribers with ease. Using the EmailOctopus API on Pipedream, you can automate subscriber management, trigger email campaigns based on various actions, or synchronize your marketing efforts across different platforms. The API's capabilities facilitate a wide range of marketing workflows, from auto-updating mailing lists to sending targeted emails when specific conditions are met.

Trigger Code

import common from "../common/common.mjs";

export default {
  name: "New List Contact",
  key: "emailoctopus-new-list-contact",
  description: "Emit new event each time a contact is added to a list.",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  ...common,
  props: {
    ...common.props,
    listId: {
      propDefinition: [
        common.props.app,
        "listId",
      ],
    },
  },
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.app.getContacts;
    },
    getResourceFnParams() {
      return {
        listId: this.listId,
      };
    },
    async getItem(item) {
      return await this.app.getContact({
        listId: this.listId,
        contactId: item.id,
      });
    },
    getMeta(item) {
      return {
        id: new Date().getTime(),
        summary: `New contact added - ${item.fields.FirstName} ${item.fields.LastName} (${item.email_address})`,
        ts: new Date(item.created_at).getTime(),
      };
    },
  },
};

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
EmailoctopusappappThis component uses the Emailoctopus app.
timer$.interface.timer
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
ListlistIdstringSelect a value from the drop down menu.

Trigger Authentication

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

You can get your API Key in the Emailoctopus's API page.

About Emailoctopus

EmailOctopus offers email marketing for next to nothing. The platform provides a simple and intuitive user interface which allows marketers to create their own rich HTML emails, and deliver them to subscribers inboxes with only a few clicks.

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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