← Shopify Partner + Salesforce integrations

Add Contact to Campaign with Salesforce API on New App Charges from Shopify Partner API

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New App Charges from the Shopify Partner 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 Shopify Partner 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 App Charges trigger
    1. Connect your Shopify Partner account
    2. Configure timer
    3. Optional- Configure createdAtMin
    4. Optional- Configure createdAtMin
  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 events when new app charges made to your partner account.
Version:0.0.18
Key:shopify_partner-new-app-charges

Shopify Partner Overview

The Shopify Partner API lets you tap into a comprehensive suite of features to manage and analyze multiple Shopify stores. You can automate tasks like creating development stores, adding collaborators, tracking payouts, and more. This API serves as a powerful tool for developers, agencies, and freelancers who manage multiple Shopify shops for their clients. Through Pipedream, you can effortlessly integrate Shopify Partner API with other services to create tailored, efficient workflows that save time and enhance productivity.

Trigger Code

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

export default {
  key: "shopify_partner-new-app-charges",
  name: "New App Charges",
  type: "source",
  version: "0.0.18",
  description:
    "Emit new events when new app charges made to your partner account.",
  ...common,
  props: {
    ...common.props,
    createdAtMin: {
      type: "string",
      description:
        "Only include transactions after this specific time (ISO timestamp)",
      label: "createdAtMin",
      optional: true,
    },
    createdAtMax: {
      type: "string",
      description:
        "Only include transactions up to this specific time (ISO timestamp)",
      label: "createdAtMin",
      optional: true,
    },
  },
  async run() {
    const {
      createdAtMin, createdAtMax, db,
    } = this;

    const variables = {};
    if (createdAtMin) {
      variables.createdAtMin = createdAtMin.trim();
    }
    if (createdAtMax) {
      variables.createdAtMax = createdAtMax.trim();
    }

    await this.shopify.query({
      db,
      key: "shopify_partner-transactions",
      query: getAppTransactions,
      variables,
      hasNextPagePath: "transactions.pageInfo.hasNextPage",
      getCursor: () => {
        return null;
      },
      handleEmit: (data) => {
        console.log(
          data.transactions.edges.map(({ node: { ...txn } }) => txn.id),
        );

        data.transactions.edges.map(({ node: { ...txn } }) => {
          this.$emit(txn, {
            id: txn.id,
            summary: `Transaction ${txn.id} earned ${txn.netAmount.amount} ${txn.netAmount.currencyCode}`,
          });
        });
      },
    });
  },
};

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
Shopify PartnershopifyappThis component uses the Shopify Partner app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timertimer$.interface.timer

API Polling Frequency

createdAtMincreatedAtMinstring

Only include transactions after this specific time (ISO timestamp)

createdAtMincreatedAtMaxstring

Only include transactions up to this specific time (ISO timestamp)

Trigger Authentication

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

Create an API Key

In order to authorize Pipedream to access your Shopify Partner Account, you will need to generate a new API key for Pipedream to use on your behalf.

First, create an API client in your Shopify Partner account.

Make sure to include these scopes:

  • View financials
  • Manage apps

You will use this API key to authenticate your Pipedream workflows with Shopify Partners.

  1. Login to Shopify Partners, click Settings & open API Key Management

Open API key management in the Shopify Partner Portal

  1. Create a new API key

Create API key

  1. Enter in "Pipedream" as the name and select the appropriate scopes, then click "Save" to finish

Enter in Pipedream API key options

Find your Organization ID

After you log into the Shopify Partner portal, look at the URL for your organization ID

Find your Shopify Partner Organization ID

Find your App ID

After opening your app in the partner portal, look in the URL to find it's ID:

Find your Shopify App ID

About Shopify Partner

Shopify Partner API connection. Listen to events like installs, uninstalls, charges & transactions.

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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