Add Contact to Campaign with Salesforce (REST API) API on Daily schedule from Schedule API

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Trigger workflow on

Daily schedule from the Schedule API

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Add Contact to Campaign with the Salesforce (REST API) API

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Getting Started#

This integration creates a workflow with a Schedule trigger and Salesforce (REST API) action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Daily schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Add Contact to Campaign action
1. Connect your Salesforce (REST API) 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#

Daily schedule on Schedule

Description:Trigger your workflow every day.

Version:0.0.1

Key:schedule-daily

View on GitHub

Schedule Overview#

With Schedule - A trigger provided by Pipedream - You can easily build
automated workflows that run on regular times or intervals. Some examples of
things that you can build using the Schedule API include:

Automated data retrieval from a third-party service, like pulling stats from
your Salesforce account on a set schedule.
Uploading new data sets to a database with a predetermined interval.
Automatic emails to customers or leads at a certain time of the day.
Automating data analysis based on a set schedule.
Automatically optimizing social media postings according to a specified
timeline.
Updating webpages at a certain interval with newly available content.
Re-running reports on a periodic basis.
Refreshing a cache of data at a given frequency.

Trigger Code#

import schedule from "../../schedule.app.mjs";

export default {
  name: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

Action#

Add Contact to Campaign on Salesforce (REST API)

Description:Adds an existing contact to an existing campaign. See [Event SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm) and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)

Version:0.0.2

Key:salesforce_rest_api-add-contact-to-campaign

View on GitHub

Action Code#

import salesForceRestApi from "../../salesforce_rest_api.app.mjs";
import {
  removeNullEntries, toSingleLineString,
} from "../../common/utils.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "salesforce_rest_api-add-contact-to-campaign",
  name: "Add Contact to Campaign",
  description: toSingleLineString(`
    Adds an existing contact to an existing campaign.
    See [Event SObject](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)
    and [Create Record](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_create.htm)
  `),
  version: "0.0.2",
  type: "action",
  props: {
    salesForceRestApi,
    campaignId: {
      propDefinition: [
        salesForceRestApi,
        "sobjectId",
        () => ({
          objectType: constants.OBJECT_TYPE.CAMPAIGN,
        }),
      ],
      label: "Campaign ID",
      description: "ID of the Campaign to which this Lead is associated.",
    },
    contactId: {
      propDefinition: [
        salesForceRestApi,
        "sobjectId",
        () => ({
          objectType: constants.OBJECT_TYPE.CONTACT,
        }),
      ],
      label: "Contact ID",
      description: "ID of the Contact who is associated with a Campaign.",
    },
  },
  async run({ $ }) {
    const data = removeNullEntries({
      CampaignId: this.campaignId,
      ContactId: this.contactId,
    });
    const response = await this.salesForceRestApi
      .createObject(constants.OBJECT_TYPE.CAMPAIGN_MEMBER, data);
    response && $.export("$summary", "Successfully added contact to campaign");
    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 (REST API)	`salesForceRestApi`	`app`	This component uses the Salesforce (REST API) 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 (REST API) uses OAuth authentication. When you connect your Salesforce (REST API) account, Pipedream will open a popup window where you can sign into Salesforce (REST API) 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 (REST API) API.

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

About Salesforce (REST API)#

Web services API for interacting with Salesforce

More Ways to Connect Salesforce (REST API) + Schedule#

Other Popular Integrations#

Create Account with Salesforce (REST API) API on Daily schedule from Schedule API

Schedule + Salesforce (REST API)

Add Contact to Campaign with Salesforce (REST API) API on Daily schedule from Schedule API

Pipedream makes it easy to connect APIs for Salesforce (REST API), Schedule and 1,600+ other apps remarkably fast.

Trusted by 750,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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