← Niceboard + Salesforce integrations

Add Contact to Campaign with Salesforce API on New Job Published from Niceboard API

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New Job Published from the Niceboard 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 Niceboard 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 Job Published trigger
    1. Connect your Niceboard account
    2. Configure timer
    3. Configure Niceboard URL
  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 new job is published in Niceboard
Version:0.0.1
Key:niceboard-new-job

Niceboard Overview

The Niceboard API allows for the seamless integration and automation of job board functionalities. With this API, you can programmatically create job listings, manage applications, and handle user interactions on your Niceboard-powered job platform. Leveraging Pipedream's capabilities, you can connect Niceboard to a myriad of other apps and services to streamline job board operations, enhance user engagement, and automate repetitive tasks.

Trigger Code

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

export default {
  ...common,
  key: "niceboard-new-job",
  name: "New Job Published",
  description: "Emit new event each time a new job is published in Niceboard",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async processEvent(max) {
      const jobs = [];
      const newJobs = this.paginate({
        fn: this.niceboard.listJobs,
        max,
      });
      for await (const job of newJobs) {
        jobs.push(job);
      }
      if (!jobs?.length) {
        return;
      }
      this._setLastId(+jobs[0].id);
      this.emitEvents(jobs);
    },
    getResults({ results }) {
      return results.jobs;
    },
    getTotalPages({ results }) {
      return results.pages.total;
    },
    generateMeta(job) {
      return {
        id: job.id,
        summary: `New Job: ${job.title}`,
        ts: Date.parse(job.published_at),
      };
    },
  },
};

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
NiceboardniceboardappThis component uses the Niceboard app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Niceboard URLniceboardUrlstring

If your Niceboard account uses a custom domain or subdomain, enter it here. Otherwise, enter your Niceboard URL (Manage Board -> General -> Base Settings), and include the full domain. Example: myboard.niceboard.co

Trigger Authentication

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

To retrieve your API key,

  • Navigate to your Niceboard account and sign in
  • Go to Manage board > Automation > Private API

About Niceboard

Modern and easy-to-use job board 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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