Add Contact to Campaign with Salesforce API on New Direct Message from Slack Bot API

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Trigger workflow on

New Direct Message from the Slack Bot 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 Slack Bot 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 Direct Message trigger
1. Connect your Slack Bot account
2. Configure Polling schedule
3. Select a User Channel
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 Direct Message on Slack Bot

Description:Emit new event when a message is posted in a direct message channel (Bot). To open a conversation, use the Pipedream Action "Send a Direct Message" to send a message from the Bot, or enable direct messages to the Bot in your App Settings (Settings->App Home->Show Tabs->Messages Tab), and send a direct message to the Bot.

Version:0.0.4

Key:slack_bot-new-direct-message

View on GitHub

Slack Bot Overview#

The Slack Bot API allows you to build rich, interactive bots for Slack workspaces. These bots can respond to messages, post updates, and interact with users in various ways. With the Slack Bot API on Pipedream, developers can create automated workflows that trigger on specific events in Slack, such as new messages or reactions, and then perform defined actions, like sending data to other apps or processing the information within Pipedream's serverless platform. This tight integration with Pipedream enables both simple and complex automations, leveraging Pipedream's ability to connect with numerous apps and its powerful built-in code steps.

Trigger Code#

import common from "../common/base.mjs";
import constants from "../../common/constants.mjs";
import utils from "../../common/utils.mjs";

export default {
  ...common,
  key: "slack_bot-new-direct-message",
  name: "New Direct Message",
  version: "0.0.4",
  description: "Emit new event when a message is posted in a direct message channel (Bot). To open a conversation, use the Pipedream Action \"Send a Direct Message\" to send a message from the Bot, or enable direct messages to the Bot in your App Settings (Settings->App Home->Show Tabs->Messages Tab), and send a direct message to the Bot.",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    channelId: {
      propDefinition: [
        common.props.app,
        "channelId",
        () => ({
          types: [
            constants.CHANNEL_TYPE.IM,
          ],
        }),
      ],
      label: "User Channel",
      description: `Events will only be emitted for direct messages between this user and the Bot. ${utils.CONVERSATION_PERMISSION_MESSAGE}`,
    },
  },
  methods: {
    ...common.methods,
    getResourceName() {
      return constants.RESOURCE_NAME.MESSAGES;
    },
    getResourceFn() {
      return this.app.conversationsHistory;
    },
    getResourceFnArgs() {
      return {
        channel: this.channelId,
        limit: constants.LIMIT,
        oldest: this.getLastTimestamp(),
        inclusive: false,
      };
    },
    generateMeta(resource) {
      return {
        id: resource.ts,
        ts: resource.ts,
        summary: `New Message Timestamp ${resource.ts}`,
      };
    },
  },
};

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
Slack Bot	`app`	`app`	This component uses the Slack Bot app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the Slack API
User Channel	`channelId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

In the settings for your Slack app, visit the OAuth & Permissions section on the left. You'll see a token labeled Bot User OAuth Access Token. Copy and paste that below.

See Slack's docs on Bot User Tokens for more info.

About Slack Bot#

Interact with Slack with your own bot user

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 + Slack Bot#

Other Popular Integrations#

Archive Channel with Slack Bot API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Slack Bot

Add Contact to Campaign with Salesforce API on New Direct Message from Slack Bot API

Pipedream makes it easy to connect APIs for Salesforce, Slack Bot 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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