Add Contact to Campaign with Salesforce API on New Document Processed from Parseur API

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Trigger workflow on

New Document Processed from the Parseur 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 Parseur 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 Document Processed trigger
1. Connect your Parseur account
2. Select a Parser 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 Document Processed on Parseur

Description:Emit new event when a new document is processed. It is useful for endpoints that don't support deep JSON structures as it will flatten your table fields. [See the docs](https://help.parseur.com/en/articles/3566155-send-parsed-data-using-webhooks).

Version:0.0.1

Key:parseur-new-document-processed

View on GitHub

Parseur Overview#

Parseur is a powerful email parsing tool that automates the extraction of data from emails and documents. With its API, you can unlock the data trapped in emails and documents and transform it into structured data. On Pipedream, you can use Parseur to trigger workflows from parsed email data, connecting it to hundreds of other services for endless automation possibilities. This can streamline business processes like lead management, invoice processing, and data entry by automating the extraction and flow of critical information.

Trigger Code#

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

export default {
  ...common,
  key: "parseur-new-document-processed",
  name: "New Document Processed",
  description: "Emit new event when a new document is processed. It is useful for endpoints that don't support deep JSON structures as it will flatten your table fields. [See the docs](https://help.parseur.com/en/articles/3566155-send-parsed-data-using-webhooks).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEventName() {
      return events.DOCUMENT_PROCESSED_FLATTENED;
    },
    generateMeta() {
      const ts = Date.now();
      return {
        id: ts,
        summary: "New Document Processed",
        ts,
      };
    },
  },
};

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
Parseur	`app`	`app`	This component uses the Parseur 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.
Parser ID	`parserId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Parseur API uses a token-based authentication.
You will find your API Token Key in your Account Overview.

About Parseur#

Parseur is the most powerful and user-friendly mail parser. A data extraction tool to automatically extract text from your emails, pdfs, and other documents.

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 + Parseur#

Other Popular Integrations#

Add Contact to Campaign with Salesforce (REST API) API on New Document Processed (With List Items) from Parseur API

Parseur + Salesforce

Add Contact to Campaign with Salesforce API on New Document Processed from Parseur API

Pipedream makes it easy to connect APIs for Salesforce, Parseur 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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