Add Lead to Campaign with Salesforce API on New File In Folder from Zoho WorkDrive API

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Trigger workflow on

New File In Folder from the Zoho WorkDrive 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 Zoho WorkDrive 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 File In Folder trigger
1. Connect your Zoho WorkDrive account
2. Configure Polling interval
3. Select a Team Id
4. Select a Folder Type
5. Select a Folder Id
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 File In Folder on Zoho WorkDrive

Description:Emit new event when a new file is created in a specific folder.

Version:0.0.3

Key:zoho_workdrive-new-file-in-folder

View on GitHub

Zoho WorkDrive Overview#

The Zoho WorkDrive API interacts with Zoho's cloud-based file management system, enabling automated file and folder operations, team management, and content collaboration. With Pipedream, you can harness this API to create workflows that trigger on specific events, manipulate files and folders, and integrate with other services for a seamless productivity boost.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import app from "../../zoho_workdrive.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "zoho_workdrive-new-file-in-folder",
  name: "New File In Folder",
  version: "0.0.3",
  description: "Emit new event when a new file is created in a specific folder.",
  type: "source",
  dedupe: "unique",
  props: {
    app,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll the Zoho WorkDrive on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    teamId: {
      propDefinition: [
        app,
        "teamId",
      ],
    },
    folderType: {
      propDefinition: [
        app,
        "folderType",
      ],
    },
    folderId: {
      propDefinition: [
        app,
        "parentId",
        ({
          teamId, folderType,
        }) => ({
          teamId,
          folderType,
        }),
      ],
      label: "Folder Id",
      description: "The unique ID of the folder.",
    },
  },
  methods: {
    _getLastDate() {
      return this.db.get("lastDate") || 0;
    },
    _setLastDate(lastDate) {
      this.db.set("lastDate", lastDate);
    },
    async startEvent(maxResults = 0) {
      const {
        app,
        folderId,
      } = this;

      const lastDate = this._getLastDate();
      let maxDate = lastDate;
      const items = app.paginate({
        fn: app.listFiles,
        maxResults,
        filter: "allfiles",
        sort: "created_time",
        folderId,
      });

      let responseArray = [];

      for await (const item of items) {
        const createdTime = item.attributes.created_time;
        if (new Date(createdTime) > new Date(lastDate)) {
          responseArray.push(item);
          if (new Date(createdTime) > new Date(maxDate)) {
            maxDate = createdTime;
          }
        }
      }
      this._setLastDate(maxDate);

      for (const item of responseArray) {
        this.$emit(
          item,
          {
            id: item.id,
            summary: `A new file with id: "${item.id}" was created!`,
            ts: item.attributes.created_time,
          },
        );
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
  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
Zoho WorkDrive	`app`	`app`	This component uses the Zoho WorkDrive app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the Zoho WorkDrive on this schedule
Team Id	`teamId`	`string`	Select a value from the drop down menu.
Folder Type	`folderType`	`string`	Select a value from the drop down menu.
Folder Id	`folderId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

Zoho WorkDrive uses OAuth authentication. When you connect your Zoho WorkDrive account, Pipedream will open a popup window where you can sign into Zoho WorkDrive 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 WorkDrive API.

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

WorkDrive.files.CREATEWorkDrive.files.READWorkDrive.files.UPDATEWorkDrive.files.DELETEWorkDrive.team.READWorkDrive.teamfolders.READWorkDrive.workspace.CREATEWorkDrive.workspace.UPDATEWorkDrive.workspace.DELETEZohoSearch.securesearch.READZohoFiles.files.READ

About Zoho WorkDrive#

Online file management for teams

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 + Zoho WorkDrive#

Other Popular Integrations#

Upload File with Zoho WorkDrive API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Zoho WorkDrive

Add Lead to Campaign with Salesforce API on New File In Folder from Zoho WorkDrive API

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