Add Contact to Campaign with Salesforce API on New Transfer State Changed (Instant) from Wise API

Pipedream makes it easy to connect APIs for Salesforce, Wise and 2,400+ other apps remarkably fast.

Trigger workflow on

New Transfer State Changed (Instant) from the Wise API

Next, do this

Add Contact to Campaign with the Salesforce API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Wise 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 Transfer State Changed (Instant) trigger
1. Connect your Wise account
2. Select a Profile ID
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#

New Transfer State Changed (Instant) on Wise

Description:Emit new event for a transfer created.

Version:0.0.5

Key:wise-new-transfer-state-changed

View on GitHub

Wise Overview#

The Wise API enables seamless integration of international bank transfers into applications, offering real-time currency exchange rates, multi-currency account management, and compliance checks. With Pipedream, you can leverage Wise to automate financial workflows, sync transaction data with accounting software, and trigger actions based on payment events, all while maintaining security and reducing the manual overhead often involved in international finances.

Trigger Code#

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

export default {
  ...common,
  name: "New Transfer State Changed (Instant)",
  version: "0.0.5",
  key: "wise-new-transfer-state-changed",
  description: "Emit new event for a transfer created.",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getWebhookEventType() {
      return "transfers#state-change";
    },
    emitEvent(body) {
      const data = body?.data;

      this.$emit(data, {
        id: `${data.resource.id} - ${data.current_state}`,
        summary: `New transfer status changed with ID ${data.resource.id}`,
        ts: Date.parse(data.occurred_at),
      });
    },
  },
};

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
Wise	`wise`	`app`	This component uses the Wise app.
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.
Profile ID	`profileId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

Your API tokens section can be found at the bottom of the Settings page inside your Wise account. See docs.

About Wise#

Wise, Formerly TransferWise: Transfer money or spend abroad

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 + Wise#

Other Popular Integrations#

Get Exchange Rates with Wise API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Wise

Add Contact to Campaign with Salesforce API on New Transfer State Changed (Instant) from Wise API

Pipedream makes it easy to connect APIs for Salesforce, Wise and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

1-24of2,400+apps by most popular

1
-
24
of
2,400+
apps by most popular