Add Contact to Campaign with Salesforce API on New Transaction from GoCardless Bank Account Data (formerly Nordigen) API

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Trigger workflow on

New Transaction from the GoCardless Bank Account Data (formerly Nordigen) 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 GoCardless Bank Account Data (formerly Nordigen) 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 Transaction trigger
1. Connect your GoCardless Bank Account Data (formerly Nordigen) account
2. Configure Timer
3. Select a Requisition Id
4. Select a AccountId
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 Transaction on GoCardless Bank Account Data (formerly Nordigen)

Description:Emit new event when a transaction occurs

Version:1.0.0

Key:nordigen-new-transaction

View on GitHub

GoCardless Bank Account Data (formerly Nordigen) Overview#

The GoCardless Bank Account Data API furnishes you with the ability to access enriched banking data, enabling the creation of financial insights and streamlining customer verification processes. By integrating this API with Pipedream, you can automate various tasks involving bank account transactions and customer data analysis. For instance, you might set up workflows to monitor transactions for accounting purposes, verify customer account details for KYC compliance, or aggregate financial data to provide personalized financial advice.

Trigger Code#

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

export default {
  key: "nordigen-new-transaction",
  name: "New Transaction",
  description: "Emit new event when a transaction occurs",
  version: "1.0.0",
  type: "source",
  dedupe: "unique",
  props: {
    db: "$.service.db",
    nordigen,
    timer: {
      type: "$.interface.timer",
      label: "Timer",
      description: "When should the source check for a new event",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    requisitionId: {
      propDefinition: [
        nordigen,
        "requisitionId",
      ],
    },
    accountId: {
      propDefinition: [
        nordigen,
        "accountId",
        (c) => ({
          requisitionId: c.requisitionId,
        }),
      ],
    },
  },
  methods: {
    _getLastTransactionDate() {
      return this.db.get("lastTransactionDate");
    },
    _setLastTransactionDate(lastTransactionDate) {
      this.db.set("lastTransactionDate", lastTransactionDate);
    },
  },
  async run() {
    let lastTransactionDate = this._getLastTransactionDate();
    const args = lastTransactionDate
      ? {
        params: {
          date_from: lastTransactionDate,
        },
      }
      : {};
    const transactions = await this.nordigen.listTransactions(this.accountId, args);

    transactions.forEach((transaction) => {
      if (!lastTransactionDate
        || Date.parse(transaction.bookingDate) > Date.parse(lastTransactionDate)) {
        lastTransactionDate = transaction.bookingDate;
      }
      this.$emit(transaction, {
        summary: `${transaction.transactionAmount.amount} ${transaction.transactionAmount.currency} - ${transaction.valueDate}`,
        id: transaction.transactionId,
        ts: new Date(),
      });
    });

    this._setLastTransactionDate(lastTransactionDate);
  },
};

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
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
GoCardless Bank Account Data (formerly Nordigen)	`nordigen`	`app`	This component uses the GoCardless Bank Account Data (formerly Nordigen) app.
Timer	`timer`	`$.interface.timer`	When should the source check for a new event
Requisition Id	`requisitionId`	`string`	Select a value from the drop down menu.
AccountId	`accountId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

GoCardless Bank Account Data (formerly Nordigen) uses OAuth authentication. When you connect your GoCardless Bank Account Data (formerly Nordigen) account, Pipedream will open a popup window where you can sign into GoCardless Bank Account Data (formerly Nordigen) and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any GoCardless Bank Account Data (formerly Nordigen) API.

Pipedream requests the following authorization scopes when you connect your account:

About GoCardless Bank Account Data (formerly Nordigen)#

The Nordigen product has now been relaunched as GoCardless Bank Account Data.

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 + GoCardless Bank Account Data (formerly Nordigen)#

Other Popular Integrations#

Create Requisition Link with Nordigen API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + GoCardless Bank Account Data (formerly Nordigen)

Add Contact to Campaign with Salesforce API on New Transaction from GoCardless Bank Account Data (formerly Nordigen) API

Pipedream makes it easy to connect APIs for Salesforce, GoCardless Bank Account Data (formerly Nordigen) 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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