← FogBugz + Salesforce integrations

Add Contact to Campaign with Salesforce API on New Case in Filter from FogBugz API

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New Case in Filter from the FogBugz 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 FogBugz 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 Case in Filter trigger
    1. Connect your FogBugz account
    2. Configure timer
    3. Configure criteria
  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 new event when there's a new case under a specified filter. Note this may not effectively work for filters that generate results too long, or filters with more than 50,000 cases, especially if your FogBugz site is running Ocelot.
Version:0.0.1
Key:fogbugz-new-case-in-filter

FogBugz Overview

The FogBugz API allows you to interact with your FogBugz software development tracking system programmatically. With this API, you can create, read, update, and delete cases; manage projects, areas, and categories; and perform searches to gather data-driven insights. Integrating FogBugz with Pipedream opens up possibilities for automating workflows, syncing data across platforms, and reacting to events within FogBugz in real-time.

Trigger Code

import { CASE_COLS } from "../../common/constants.mjs";
import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "fogbugz-new-case-in-filter",
  name: "New Case in Filter",
  description: "Emit new new event when there's a new case under a specified filter. Note this may not effectively work for filters that generate results too long, or filters with more than 50,000 cases, especially if your FogBugz site is running Ocelot.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    criteria: {
      type: "string",
      label: "criteria",
      description: "The filter you want to apply to the search. For more details about how to combine multiple search criteria read our [Ultimate FogBugz Search Guide](https://support.fogbugz.com/hc/en-us/articles/360011257174-Searching-in-FogBugz-Syntax-and-the-Search-Axis-the-Ultimate-Guide-for-Complex-FogBugz-Searches#case-axes).",
    },
  },
  methods: {
    ...common.methods,
    getData() {
      return {
        cmd: "search",
        q: this.criteria,
        cols: CASE_COLS,
      };
    },
    getDataField() {
      return "cases";
    },
    getIdField() {
      return "ixBug";
    },
    getSummary(item) {
      return `New case event created with Id: ${item.ixBug}`;
    },
  },
  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
FogBugzfogbugzappThis component uses the FogBugz app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
criteriacriteriastring

The filter you want to apply to the search. For more details about how to combine multiple search criteria read our Ultimate FogBugz Search Guide.

Trigger Authentication

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

About FogBugz

FogBugz project management software helps you spend less time on managing, and more on creating your digital masterpiece. Align your team under a common purpose that allows you to plan, track and release great software.

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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