Add Lead to Campaign with Salesforce API on New Response (Instant) from Tally API

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New Response (Instant) from the Tally 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 Tally 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 Response (Instant) trigger
1. Connect your Tally account
2. Select a Form
Configure the Add Lead to Campaign action
1. Connect your Salesforce account
2. Select a Campaign ID
3. Select a Lead 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 Response (Instant) on Tally

Description:Emit new event on each form message. [See the documentation](https://tallyso.notion.site/Tally-OAuth-2-reference-d0442c679a464664823628f675f43454)

Version:0.0.5

Key:tally-new-response

View on GitHub

Tally Overview#

The Tally API offers a suite of automation capabilities for Tally, a form-building platform that allows users to create forms without needing to code. Leveraging this API within Pipedream can supercharge your data collection and processing. With Pipedream, you can react to form submissions in real-time, sync data to other services, and customize your workflows to suit various use cases including data analysis, lead capture, and feedback management.

Trigger Code#

import common from "../common/common.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  name: "New Response (Instant)",
  version: "0.0.5",
  key: "tally-new-response",
  description: "Emit new event on each form message. [See the documentation](https://tallyso.notion.site/Tally-OAuth-2-reference-d0442c679a464664823628f675f43454)",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getWebhookEventTypes() {
      return [
        "FORM_RESPONSE",
      ];
    },
    emitEvent(response) {
      const data = response.raw_webhook_event.data;
      this.$emit(response, {
        id: data.responseId,
        summary: `New response for ${data.formName} form`,
        ts: Date.parse(data.createdAt),
      });
    },
    getSingleResponse(field) {
      const fieldValue = Array.isArray(field.value)
        ? field.value[0]
        : field.value;
      const { text } = field.options.find(({ id }) => id === fieldValue);
      return text;
    },
    getMultipeResponses(field) {
      return (field.options.filter(({ id }) => field.value.includes(id)).map(({ text }) => text))
        .join();
    },
    getSortedOptionsText(field) {
      const idToTextMap = new Map(
        field?.options.map(({
          id, text,
        }) => [
          id,
          text,
        ]),
      );
      const orderedTexts = field?.value.map((id) => idToTextMap.get(id));
      return orderedTexts?.join();
    },
    getUrlResponse(field) {
      return (field.value.map(({ url }) => url)).join();
    },
  },
  async run(event) {
    const fields = event?.body?.data?.fields;
    if (!fields.length) {
      return;
    }

    const data = {
      form_response_parsed: {},
    };
    let formResponseString = "";

    for (const field of fields) {
      if (!field.value) {
        continue;
      }
      let parsedAnswer = field.value;
      if (field.type === "MULTIPLE_CHOICE") {
        parsedAnswer = this.getSingleResponse(field);
      }
      if (field.type === "CHECKBOXES" || field.type === "DROPDOWN" || field.type === "MULTI_SELECT") {
        if (!field.options) {
          continue;
        }
        parsedAnswer = this.getMultipeResponses(field);
      }
      if (field.type === "RANKING") {
        parsedAnswer = this.getSortedOptionsText(field);
      }
      if (field.type === "FILE_UPLOAD" || field.type === "SIGNATURE") {
        parsedAnswer = this.getUrlResponse(field);
      }
      if (field.type === "MATRIX") {
        const rows = Object.keys(field.value);
        let answers = [];
        for (const rowId of rows) {
          const row = (field.rows.find(({ id }) => id === rowId)).text;
          const columnId = field.value[rowId][0];
          const column = (field.columns.find(({ id }) => id === columnId)).text;
          answers.push(`${row} ${column}`);
        }
        parsedAnswer = answers.join();
      }

      const label = field.label || field.key;

      data.form_response_parsed[label] = parsedAnswer;
      formResponseString += `### ${label}\n${parsedAnswer}\n`;
    }

    data.form_response_string = formResponseString;
    data.raw_webhook_event = event.body;

    this.emitEvent(data);
  },
  sampleEmit,
};

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
Tally	`tally`	`app`	This component uses the Tally app.
Form	`formId`	`string`	Select a value from the drop down menu.
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.

Trigger Authentication#

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

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

userformsresponseswebhooks

About Tally#

Tally is the simplest way to create beautiful forms & surveys, for free.

Action#

Add Lead to Campaign on Salesforce

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

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-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.

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.
Lead ID	`leadId`	`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 + Tally#

Other Popular Integrations#

Get Form Fields with Tally API on New Updated Field on Record (Instant, of Selectable Type) from Salesforce API

Salesforce + Tally

Add Lead to Campaign with Salesforce API on New Response (Instant) from Tally API

Pipedream makes it easy to connect APIs for Salesforce, Tally 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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