Add Contact to Campaign with Salesforce API on New Timesheet Entry from Harvest API

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Trigger workflow on

New Timesheet Entry from the Harvest 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 Harvest 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 Timesheet Entry trigger
1. Connect your Harvest account
2. Configure Polling interval
3. Select a Account 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#

New Timesheet Entry on Harvest

Description:Emit new notifications when a new timesheet entry is created

Version:0.0.4

Key:harvest-new-timesheet-entry

View on GitHub

Harvest Overview#

Harvest is a time tracking and invoicing tool that can streamline the way freelancers and businesses record time for various projects and tasks. By leveraging the Harvest API on Pipedream, you can automate complex workflows that integrate time tracking data with other business tools. Generate reports, sync project data, and manage invoices with minimal manual intervention. Pipedream's serverless platform lets you create these automations using simple, code-driven components, enabling a seamless connection between Harvest and a multitude of other apps.

Trigger Code#

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

export default {
  key: "harvest-new-timesheet-entry",
  name: "New Timesheet Entry",
  description: "Emit new notifications when a new timesheet entry is created",
  version: "0.0.4",
  type: "source",
  props: {
    harvest,
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll Harvest API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
    accountId: {
      propDefinition: [
        harvest,
        "accountId",
      ],
    },
  },
  dedupe: "unique",
  async run() {
    const data = [];
    let lastDateChecked = this.harvest.getLastDateChecked(this.db);
    if (!lastDateChecked) {
      lastDateChecked = new Date().toISOString();
      this.harvest.setLastDateChecked(this.db, lastDateChecked);
    }
    const entries = await this.harvest.listTimeEntriesPaginated({
      page: 1,
      updatedSince: lastDateChecked,
      accountId: this.accountId,
    });
    for await (const entry of entries) {
      data.push(entry);
    }
    data && data.reverse().forEach((entry) => {
      this.harvest.setLastDateChecked(this.db, entry.updated_at);
      this.$emit(entry,
        {
          id: entry.id,
          summary: `Task: ${entry.task.name} - ${entry.spent_date} ${entry.started_time || ""} ${entry.ended_time
            ? " to " + entry.ended_time
            : ""}`,
          ts: Date.parse(entry.updated_at),
        });
    });
  },
};

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
Harvest	`harvest`	`app`	This component uses the Harvest app.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll Harvest API on this schedule
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Account ID	`accountId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

About Harvest#

Online Time Tracking and Invoicing Software

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:

Add Contact to Campaign with Salesforce API on New Timesheet Entry from Harvest API

Pipedream makes it easy to connect APIs for Salesforce, Harvest 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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