Add Contact to Campaign with Salesforce API on New Project Created (Instant) from Zoho Sprints API

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New Project Created (Instant) from the Zoho Sprints 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 Zoho Sprints 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 Project Created (Instant) trigger
1. Connect your Zoho Sprints account
2. Select a Team
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 Project Created (Instant) on Zoho Sprints

Description:Emit new event when a new project is created in Zoho Sprints.

Version:0.0.1

Key:zoho_sprints-new-project-created

View on GitHub

Zoho Sprints Overview#

Zoho Sprints is a versatile agile project management tool that enables teams to plan, track, and iterate their work in sprints. With the Zoho Sprints API, you can automate your agile workflows, sync projects across different platforms, and create custom dashboards to monitor progress. Using Pipedream, you can connect Zoho Sprints with hundreds of apps to streamline processes, trigger actions based on sprint changes, and manipulate sprint data programmatically.

Trigger Code#

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

export default {
  ...common,
  key: "zoho_sprints-new-project-created",
  name: "New Project Created (Instant)",
  description: "Emit new event when a new project is created in Zoho Sprints.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getModule() {
      return "0"; // 0 = Project
    },
    getEventType() {
      return "project_create";
    },
    getKeyValParams() {
      return [
        {
          key: "projectId",
          val: "${Project.ProjectId}",
        },
      ];
    },
    generateMeta() {
      return {
        id: Date.now(),
        summary: "New Project Created",
        ts: Date.now(),
      };
    },
  },
  async run(event) {
    const { query } = event;
    if (!query) {
      return;
    }
    const { projectId } = query;
    const project = await this.zohoSprints.getProject({
      teamId: this.teamId,
      projectId,
      params: {
        action: "details",
      },
    });

    this.$emit(project, this.generateMeta());
  },
};

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
Zoho Sprints	`zohoSprints`	`app`	This component uses the Zoho Sprints 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.
Team	`teamId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

ZohoSprints.projects.READZohoSprints.projects.CREATEZohoSprints.teams.READZohoSprints.projects.UPDATEZohoSprints.items.CREATEZohoSprints.items.READZohoSprints.sprints.READZohoSprints.projectusers.READZohoSprints.epic.READZohoSprints.webhook.CREATEZohoSprints.webhook.READZohoSprints.webhook.DELETEZohoSprints.items.DELETE

About Zoho Sprints#

Zoho Sprints provides a feature-rich agile project management tool with Scrum Board, agile reports, backlog, timesheets, meetings and dashboard.

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 + Zoho Sprints#

Other Popular Integrations#

Create Item with Zoho Sprints API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Zoho Sprints

Add Contact to Campaign with Salesforce API on New Project Created (Instant) from Zoho Sprints API

Pipedream makes it easy to connect APIs for Salesforce, Zoho Sprints 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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