Add Contact to Campaign with Salesforce API on Contact Updated from Vision6 API

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Trigger workflow on

Contact Updated from the Vision6 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 Vision6 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 Contact Updated trigger
1. Connect your Vision6 account
2. Configure timer
3. Select a List
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#

Contact Updated on Vision6

Description:Emit new event when a contact is updated

Version:0.0.2

Key:vision6-contact-updated

View on GitHub

Vision6 Overview#

The Vision6 API offers a powerful way to automate email marketing and audience engagement directly through Pipedream. With it, you can programmatically manage lists, contacts, and messages, and also track campaign performance. This API provides granular control over email workflows, enabling custom triggers, targeted actions, and detailed analytics retrieval. The combination of Vision6 with Pipedream's serverless platform unlocks endless possibilities for syncing data, personalizing communication, and optimizing marketing strategies without manual intervention.

Trigger Code#

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

export default {
  ...common,
  key: "vision6-contact-updated",
  name: "Contact Updated",
  description: "Emit new event when a contact is updated",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getHistoricalEvents(limit) {
      const { _embedded: { contacts } } = await this.vision6.listContacts(this.list, {
        limit,
      });
      return contacts;
    },
    async getContacts(since) {
      return this.getPaginatedContacts(this.list, {
        ["last_modified_time:in"]: this.formatSinceDate(since),
      });
    },
    generateMeta(contact) {
      const ts = Date.parse(contact.last_modified_time);
      return {
        id: `${contact.id}${ts}`,
        summary: `Updated Contact ID: ${contact.id}`,
        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
Vision6	`vision6`	`app`	This component uses the Vision6 app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
List	`list`	`integer`	Select a value from the drop down menu.

Trigger Authentication#

Vision6 uses API keys for authentication. When you connect your Vision6 account, Pipedream securely stores the keys so you can easily authenticate to Vision6 APIs in both code and no-code steps.

You can get your API Key and Region from the Integrations page in your Vision6 account, on the API Keys tab.
Your region is us1 if your Vision6 REST API Endpoint is https://us1.api.vision6.com/

About Vision6#

Australia's Most Reliable Email & SMS Marketing Software. Sign Up for a Free Trial Today!

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 + Vision6#

Other Popular Integrations#

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Add Contact to Campaign with Salesforce API on Contact Updated from Vision6 API

Pipedream makes it easy to connect APIs for Salesforce, Vision6 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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