← Sellercloud + Salesforce integrations

Add Lead to Campaign with Salesforce API on New Order Created from Sellercloud API

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New Order Created from the Sellercloud API
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Add Lead to Campaign with the Salesforce API
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Getting Started

This integration creates a workflow with a Sellercloud 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 Order Created trigger
    1. Connect your Sellercloud account
    2. Configure timer
  3. Configure the Add Lead to Campaign action
    1. Connect your Salesforce account
    2. Select a Campaign ID
    3. Select a Lead 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 when a new order is created. [See the documentation](https://developer.sellercloud.com/dev-article/get-all-orders/)
Version:0.0.1
Key:sellercloud-new-order-created

Sellercloud Overview

The Sellercloud API taps into a robust e-commerce platform that streamlines multichannel sales operations, inventory management, and order fulfillment. By integrating Sellercloud with Pipedream, you can automate tasks like syncing inventory levels, managing orders, and updating product listings across various channels. With Pipedream's serverless platform, you can create workflows that react to events in Sellercloud or initiate actions based on triggers from other apps.

Trigger Code

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

export default {
  ...common,
  key: "sellercloud-new-order-created",
  name: "New Order Created",
  description: "Emit new event when a new order is created. [See the documentation](https://developer.sellercloud.com/dev-article/get-all-orders/)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  hooks: {
    async deploy() {
      const { Items: orders } = await this.sellercloud.listOrders({
        params: {
          pageSize: 25,
        },
      });
      if (!orders.length) {
        return;
      }
      this._setLastCreated(orders[0].CreatedOn);
      orders.forEach((order) => this.emitEvent(order));
    },
  },
  methods: {
    ...common.methods,
    _getLastCreated() {
      return this.db.get("lastCreated");
    },
    _setLastCreated(lastCreated) {
      this.db.set("lastCreated", lastCreated);
    },
    generateMeta(order) {
      return {
        id: order.ID,
        summary: `New Order ID ${order.ID}`,
        ts: Date.parse(order.CreatedOn),
      };
    },
    isLater(date1, date2) {
      return Date.parse(date1) > Date.parse(date2);
    },
    processEvents(orders) {
      const lastCreated = this._getLastCreated();
      let newLastCreated = lastCreated;

      for (const order of orders) {
        this.emitEvent(order);
        if (this.isLater(order.CreatedOn, newLastCreated)) {
          newLastCreated = order.CreatedOn;
        }
      }

      this._setLastCreated(newLastCreated);
    },
  },
  async run() {
    const lastCreated = this._getLastCreated();

    await this.paginateEvents({
      resourceFn: this.sellercloud.listOrders,
      params: {
        CreatedOnFrom: lastCreated,
      },
    });
  },
};

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
SellercloudsellercloudappThis component uses the Sellercloud app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Trigger Authentication

Sellercloud uses OAuth authentication. When you connect your Sellercloud account, Pipedream will open a popup window where you can sign into Sellercloud and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Sellercloud API.

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

About Sellercloud

E-commerce platform dedicated to helping online retailers meet the challenges of omnichannel selling.

Action

Description:Adds an existing lead 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-lead-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-lead-to-campaign",
  name: "Add Lead to Campaign",
  description: "Adds an existing lead 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 Lead to.",
    },
    leadId: {
      propDefinition: [
        salesforce,
        "recordId",
        () => ({
          objType: "Lead",
          nameField: "Name",
        }),
      ],
      label: "Lead ID",
      description: "The Lead to add to the selected Campaign.",
    },
  },
  async run({ $ }) {
    const {
      salesforce, campaignId, leadId,
    } = this;
    const response = await salesforce.createObject({
      $,
      objectType: constants.OBJECT_TYPE.CAMPAIGN_MEMBER,
      data: {
        CampaignId: campaignId,
        LeadId: leadId,
      },
    });
    $.export("$summary", `Successfully added lead (ID: ${leadId}) 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.
Lead IDleadIdstringSelect 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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