Add Contact to Campaign with Salesforce API on New Contact (Instant) from Altoviz API

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New Contact (Instant) from the Altoviz 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 Altoviz 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 Contact (Instant) trigger
1. Connect your Altoviz 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 Contact (Instant) on Altoviz

Description:Emit new event each time a contact is created, updated or deleted in Altoviz.

Version:0.0.1

Key:altoviz-new-contact-instant

View on GitHub

Altoviz Overview#

The Altoviz API offers access to a range of data visualization tools that allow users to create, manage, and embed interactive charts and maps into their applications. With Pipedream, you can leverage this functionality to automate the generation of custom visualizations based on various data sources and events. You can trigger workflows using webhooks, schedule them, or even react to emails and messages, and then use the Altoviz API to dynamically create data visualizations that can be shared with your audience or team.

Trigger Code#

import common from "../common/base-webhook.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "altoviz-new-contact-instant",
  name: "New Contact (Instant)",
  description: "Emit new event each time a contact is created, updated or deleted in Altoviz.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    eventTypes: {
      type: "string[]",
      label: "Event Types",
      description: "Select the contact event types to watch for",
      options: [
        "ContactCreated",
        "ContactUpdated",
        "ContactDeleted",
      ],
    },
  },
  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
Altoviz	`altoviz`	`app`	This component uses the Altoviz 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	`eventTypes`	`string[]`	Select a value from the drop down menu:`ContactCreatedContactUpdatedContactDeleted`

Trigger Authentication#

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

About Altoviz#

Online management software for entrepreneurs, small businesses, and self-employed individuals. Quotes, invoicing, payments, treasury, accounting, and much more.

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 + Altoviz#

Other Popular Integrations#

Send Sales Invoice with Altoviz API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Altoviz

Add Contact to Campaign with Salesforce API on New Contact (Instant) from Altoviz API

Pipedream makes it easy to connect APIs for Salesforce, Altoviz 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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