Add Contact to Campaign with Salesforce API on Category Overspent from You Need a Budget API

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Category Overspent from the You Need a Budget 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 You Need a Budget 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 Category Overspent trigger
1. Connect your You Need a Budget account
2. Configure timer
3. Select a Budget ID
4. Select a Category 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#

Category Overspent on You Need a Budget

Description:Emit new event when a category budget is overspent

Version:0.0.4

Key:you_need_a_budget-category-overspent

View on GitHub

You Need a Budget Overview#

The You Need a Budget (YNAB) API offers a direct line into your budgeting data, allowing you to read and write transaction details, access budget categories, update account balances, and more. By leveraging this API on Pipedream, you can automate your financial tracking and synchronize your budget with other aspects of your financial life. This interface is particularly powerful for those looking to streamline their budgeting process, ensure real-time updates across platforms, and generate custom financial reports.

Trigger Code#

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

export default {
  ...common,
  key: "you_need_a_budget-category-overspent",
  // eslint-disable-next-line pipedream/source-name
  name: "Category Overspent",
  description: "Emit new event when a category budget is overspent",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    categoryId: {
      propDefinition: [
        common.props.app,
        "categoryId",
        (c) => ({
          budgetId: c.budgetId,
        }),
      ],
    },
  },
  methods: {
    ...common.methods,
    generateMeta(balance, amount) {
      return {
        id: balance,
        summary: `Balance (${balance}) for ${this.getThisMonth()} dropped below ${amount}`,
      };
    },
  },
  async run() {
    const { category } = await this.app.getCategoryBudget({
      budgetId: this.budgetId,
      categoryId: this.categoryId.value,
    });

    const balance = this.app.convertFromMilliunit(category.balance);
    const budgeted = this.app.convertFromMilliunit(category.budgeted);

    if (balance < budgeted) {
      const meta = this.generateMeta(balance, budgeted);
      this.$emit(category, meta);
    }
  },
};

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
You Need a Budget	`app`	`app`	This component uses the You Need a Budget app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Budget ID	`budgetId`	`string`	Select a value from the drop down menu.
Category ID	`categoryId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

About You Need a Budget#

Money doesn’t have to be messy. The YNAB budgeting app and its simple four-rule method will help you organize your finances, demolish your debt, save piles of cash, and reach your financial goals faster.

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 + You Need a Budget#

Other Popular Integrations#

Create Transaction with You Need a Budget API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + You Need a Budget

Add Contact to Campaign with Salesforce API on Category Overspent from You Need a Budget API

Pipedream makes it easy to connect APIs for Salesforce, You Need a Budget 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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