Add Contact to Campaign with Salesforce API on New Item (Instant) from monday.com (API Key) API

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New Item (Instant) from the monday.com (API Key) 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 monday.com (API Key) 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 Item (Instant) trigger
1. Connect your monday.com (API Key) account
2. Select a Board ID
Configure the Add Contact to Campaign action
1. Connect your Salesforce account
2. Select a Campaign ID
3. Select a Contact 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 Item (Instant) on monday.com (API Key)

Description:Emit new event when a new item is added to a board in Monday.

Version:0.0.7

Key:monday-new-item

View on GitHub

monday.com (API Key) Overview#

The monday.com API unlocks the potential to automate workflows, sync data across applications, and create dynamic project management solutions. With this API on Pipedream, you can craft custom integrations that respond to events in monday.com, manipulate boards, items, and columns, and harmonize project data with third-party services to streamline operations, reduce manual workload, and ensure consistent information flow within your business ecosystem.

Trigger Code#

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

export default {
  ...common,
  key: "monday-new-item",
  name: "New Item (Instant)",
  description: "Emit new event when a new item is added to a board in Monday.",
  type: "source",
  version: "0.0.7",
  dedupe: "unique",
  hooks: {
    ...common.hooks,
    async deploy() {
      await this.commonDeploy();
    },
  },
  methods: {
    ...common.methods,
    getWebhookArgs() {
      return {
        event: "create_item",
      };
    },
  },
};

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
monday.com (API Key)	`monday`	`app`	This component uses the monday.com (API Key) 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.
Board ID	`boardId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

About monday.com (API Key)#

monday.com is a powerful project management system — a complete Work OS designed to help your team complete projects efficiently, collaborate effectively, and grow online.

Action#

Add Contact to Campaign on Salesforce

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

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-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.

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.
Contact ID	`contactId`	`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 + monday.com (API Key)#

Other Popular Integrations#

Create Board with monday.com (API Key) API on New Updated Field on Record (Instant, of Selectable Type) from Salesforce API

Salesforce + monday.com (API Key)

Add Contact to Campaign with Salesforce API on New Item (Instant) from monday.com (API Key) API

Pipedream makes it easy to connect APIs for Salesforce, monday.com (API Key) 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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