← Wistia + Salesforce integrations

Add Lead to Campaign with Salesforce API on New Project from Wistia API

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Trigger workflow on
New Project from the Wistia 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 Wistia 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 Project trigger
    1. Connect your Wistia 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 for each created project.
Version:0.0.3
Key:wistia-new-project

Wistia Overview

The Wistia API lets you dive deep into video analytics, manage your media library, and automate video workflows. It's great for developers aiming to extend the functionality of their Wistia-hosted content. When used within Pipedream, you can integrate Wistia with countless other apps and services to create robust automations. You could, for instance, update a CRM with video view data, send custom email alerts based on viewer behavior, or even synchronize video uploads with a content management system.

Trigger Code

import wistia from "../../wistia.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  name: "New Project",
  version: "0.0.3",
  key: "wistia-new-project",
  description: "Emit new event for each created project.",
  type: "source",
  dedupe: "unique",
  props: {
    wistia,
    timer: {
      type: "$.interface.timer",
      static: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  methods: {
    emitEvent(data) {
      this.$emit(data, {
        id: data.id,
        summary: `New project uploaded with id ${data.id}`,
        ts: Date.parse(data.created),
      });
    },
  },
  hooks: {
    async deploy() {
      const projects = await this.wistia.getProjects({
        params: {
          per_page: 10,
        },
      });

      projects.forEach(this.emitEvent);
    },
  },
  async run() {
    let page = 0;

    while (page >= 0) {
      const projects = await this.wistia.getProjects({
        params: {
          page,
          per_page: 100,
        },
      });

      projects.forEach(this.emitEvent);

      if (projects.length < 100) {
        return;
      }

      page++;
    }
  },
};

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
WistiawistiaappThis component uses the Wistia app.
timer$.interface.timer

Trigger Authentication

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

When your Wistia account is created, a master token will automatically be generated for you account, which you can find in the API tab of your Account Settings in your Wistia account. This master token has full read/write permissions on your account. You can generate additional access tokens with various permissions as well.

About Wistia

Software that makes it easy to find, engage, and grow your audience with video.

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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