Add Contact to Campaign with Salesforce API on New Custom Event from UpKeep API

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Trigger workflow on

New Custom Event from the UpKeep 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 UpKeep 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 Custom Event trigger
1. Connect your UpKeep account
2. Select one or more Event types
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 Custom Event on UpKeep

Description:Emit new event when a configured event occurs.

Version:0.0.2

Key:upkeep-new-custom-events

View on GitHub

UpKeep Overview#

The UpKeep API enables users to seamlessly integrate maintenance management tasks with Pipedream's serverless execution platform. By leveraging UpKeep's endpoints, you can automate workflows related to asset tracking, work order management, and preventive maintenance scheduling. The API's capabilities allow for real-time updates on equipment status, automated notifications for maintenance tasks, and data synchronization across maintenance teams and tools.

Trigger Code#

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

export default {
  key: "upkeep-new-custom-events",
  name: "New Custom Event",
  description: "Emit new event when a configured event occurs.",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  ...common,
  props: {
    ...common.props,
    events: {
      type: "string[]",
      label: "Event types",
      description: "Select from available UpKeep event types.",
      options: eventTypes,
    },
  },
  methods: {
    ...common.methods,
    getTitle() {
      return "Pipedream - New Events";
    },
    getEvents() {
      return this.events;
    },
    getSummary(item) {
      return `New custom event (ITEM ID:${item?.id})`;
    },
    getTime() {
      return new Date().getTime();
    },
  },
};

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
UpKeep	`app`	`app`	This component uses the UpKeep app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Event types	`events`	`string[]`	Select a value from the drop down menu:`{ "label": "Work Order Created", "value": "WORK_ORDER_CREATED" }{ "label": "Work Order Updated", "value": "WORK_ORDER_UPDATED" }{ "label": "Work Order Status Updated", "value": "WORK_ORDER_STATUS_UPDATED" }{ "label": "Work Order Deleted", "value": "WORK_ORDER_DELETED" }{ "label": "PM Work Order Created", "value": "PM_WORK_ORDER_CREATED" }{ "label": "PM Work Order Updated", "value": "PM_WORK_ORDER_UPDATED" }{ "label": "PM Work Order Deleted", "value": "PM_WORK_ORDER_DELETED" }{ "label": "Work Order Schedule Created", "value": "WORK_ORDER_SCHEDULE_CREATED" }{ "label": "Work Order Schedule Updated", "value": "WORK_ORDER_SCHEDULE_UPDATED" }{ "label": "Work Order Schedule Status Updated", "value": "WORK_ORDER_SCHEDULE_STATUS_UPDATED" }{ "label": "Work Order Schedule Deleted", "value": "WORK_ORDER_SCHEDULE_DELETED" }{ "label": "Purchase Order Updated", "value": "PURCHASE_ORDER_UPDATED" }{ "label": "Purchase Order Created", "value": "PURCHASE_ORDER_CREATED" }{ "label": "Purchase Order Deleted", "value": "PURCHASE_ORDER_DELETED" }{ "label": "Purchase Order Approved", "value": "PURCHASE_ORDER_APPROVED" }{ "label": "Purchase Order Declined", "value": "PURCHASE_ORDER_DECLINED" }{ "label": "Request Created", "value": "REQUEST_CREATED" }{ "label": "Request Updated", "value": "REQUEST_UPDATED" }{ "label": "Request Approved", "value": "REQUEST_APPROVED" }{ "label": "Request Rejected", "value": "REQUEST_REJECTED" }`

Trigger Authentication#

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

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

About UpKeep#

The #1 Software for Maintenance and Facility Management Teams. UpKeep is the top-rated software designed to revolutionize maintenance and asset management. We provide mobile-first SaaS solutions, Industrial IoT sensors, powerful data analytics, advanced enterprise integrations, and top-notch professional services.

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 + UpKeep#

Other Popular Integrations#

Create Purchase Order with UpKeep API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + UpKeep

Add Contact to Campaign with Salesforce API on New Custom Event from UpKeep API

Pipedream makes it easy to connect APIs for Salesforce, UpKeep 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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