Add Contact to Campaign with Salesforce API on Event Updated from Team Up API

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Trigger workflow on

Event Updated from the Team Up 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 Team Up 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 Event Updated trigger
1. Connect your Team Up account
2. Configure timer
3. Configure Calendar Key
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#

Event Updated on Team Up

Description:Emit new event when an event is updated [See docs here](https://apidocs.teamup.com/docs/api/0f9f896800ffe-get-events-collection-get-events-changed-search-events)

Version:0.0.1

Key:team_up-event-updated

View on GitHub

Team Up Overview#

The Team Up API allows you to interact with your Team Up calendars programmatically, enabling the automation of event creation, updates, and deletion, as well as the retrieval of calendar data. By integrating the Team Up API with Pipedream, you can build workflows that trigger on specific events, automate tasks, and connect your calendar data with countless other services, bringing efficiency to team coordination and event management.

Trigger Code#

import { defineSource } from "@pipedream/types";
import { DOCS_LINK } from "../../actions/list-events/list-events.mjs";
import common from "../common.mjs";
export default defineSource({
    ...common,
    key: "team_up-event-updated",
    name: "Event Updated",
    description: `Emit new event when an event is updated [See docs here](${DOCS_LINK})`,
    version: "0.0.1",
    type: "source",
    methods: {
        ...common.methods,
        getEntityName() {
            return "updated";
        },
        getFilterField() {
            return "update_dt";
        },
    },
});

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
Team Up	`app`	`app`	This component uses the Team Up app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Calendar Key	`calendarKey`	`string`	The Calendar Key to use. See the TeamUp API Docs for more information.

Trigger Authentication#

Team Up uses API keys for authentication. When you connect your Team Up account, Pipedream securely stores the keys so you can easily authenticate to Team Up APIs in both code and no-code steps.

Generate and copy your API Key from the Request Teamup API Key form.
Refer to Team Up's documentation to find your calendar key.

About Team Up#

It's more than a calendar. Organize things in colors, grids, lists, and custom fields. Connect dots easily among schedules, people and information.

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 + Team Up#

Other Popular Integrations#

Create Event with Team Up API on New Object (of Selectable Type) from Salesforce (REST API) API

Salesforce + Team Up

Add Contact to Campaign with Salesforce API on Event Updated from Team Up API

Pipedream makes it easy to connect APIs for Salesforce, Team Up 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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