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

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New Response (Instant) from the Boloforms 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 Boloforms 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 Response (Instant) trigger
1. Connect your Boloforms account
2. Configure Webhook Name
3. Select one or more Form 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 Response (Instant) on Boloforms

Description:Emit new event when a filled form response is received.

Version:0.0.1

Key:boloforms-new-response-instant

View on GitHub

Boloforms Overview#

Boloforms is a powerful tool designed to handle form submissions without the need for a server. With the Boloforms API, you can dynamically process, store, and manage form submissions. By integrating Boloforms with Pipedream, you can automate workflows, trigger actions in other apps, and streamline data management, making it an excellent choice for businesses and developers looking to enhance their form handling capabilities. Pipedream's capabilities allow you to connect Boloforms data with numerous other services like email platforms, databases, and CRM systems to enhance functionality and automate routine tasks.

Trigger Code#

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

export default {
  ...common,
  key: "boloforms-new-response-instant",
  name: "New Response (Instant)",
  description: "Emit new event when a filled form response is received.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    formId: {
      propDefinition: [
        common.props.boloforms,
        "formId",
      ],
      withLabel: true,
    },
  },
  methods: {
    ...common.methods,
    getWebhookEvent() {
      return "new_form_response";
    },
    getDocs() {
      return this.formId;
    },
    generateMeta(body) {
      return {
        id: body.formResponseId,
        summary: `New response for form ID: ${body.formId}`,
        ts: Date.now(),
      };
    },
  },
  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
Boloforms	`boloforms`	`app`	This component uses the Boloforms app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.
Webhook Name	`webhookName`	`string`	The name of the webhook to identify on the BoloForms platform.
Form ID	`formId`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

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

To retrieve your API Key and Workspace ID,

Navigate to your Boloforms account and sign in
Click the "Settings" menu on the left bottom.
Go to “API Key”.

About Boloforms#

Take Digital Signatures in PDF & forms | Best Digital software | Affordable Digital Signature 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:

About Salesforce#

Web services API for interacting with Salesforce

More Ways to Connect Salesforce + Boloforms#

Other Popular Integrations#

Send Template Signature with Boloforms API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Boloforms

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

Pipedream makes it easy to connect APIs for Salesforce, Boloforms and 2,200+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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