Add Lead to Campaign with Salesforce API on New Record from Knack API

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Trigger workflow on

New Record from the Knack 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 Knack 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 Record trigger
1. Connect your Knack account
2. Configure Object Key
3. 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 Record on Knack

Description:Emit new event for each record created

Version:0.0.2

Key:knack-new-record

View on GitHub

Knack Overview#

The Knack API allows for robust interactions with your Knack database, enabling automation of data entry, retrieval, updates, and deletion. With Pipedream, you can leverage these capabilities to create seamless workflows that react to events in real-time, sync data across platforms, and enhance your database management without manual intervention. Think less about CRUD operations and more about the magic of connecting your Knack data to the digital tools ecosystem.

Trigger Code#

import knack from "../../knack.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "knack-new-record",
  name: "New Record",
  description: "Emit new event for each record created",
  type: "source",
  version: "0.0.2",
  dedupe: "unique",
  props: {
    knack,
    objectKey: {
      type: "string",
      label: "Object Key",
      description: "The key of the object which this record belongs to. See [the Knack API docs](https://docs.knack.com/docs/object-based-requests) for more information.",
    },
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  async run({ $ }) {
    const records = await this.knack.getAllRecords($, {
      objectKey: this.objectKey,
    }, {
      rows_per_page: 100,
    }, true);

    for (const record of records) {
      this.$emit(record, {
        id: record.id,
        summary: `New record ${record.id}`,
        ts: new Date(),
      });
    }
  },
};

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
Knack	`knack`	`app`	This component uses the Knack app.
Object Key	`objectKey`	`string`	The key of the object which this record belongs to. See the Knack API docs for more information.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

Object-based requests require at least two headers: an application ID - to identify to our servers the app whose records you are requesting - and an API key (which is specific to each app) to authenticate the request. See docs.

About Knack#

Business app platform

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 + Knack#

Other Popular Integrations#

Create Record with Knack API on New Updated Field on Record (Instant, of Selectable Type) from Salesforce API

Salesforce + Knack

Add Lead to Campaign with Salesforce API on New Record from Knack API

Pipedream makes it easy to connect APIs for Salesforce, Knack 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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