← Shipengine + Salesforce integrations

Add Contact to Campaign with Salesforce API on New Shipping Label Created from Shipengine API

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New Shipping Label Created from the Shipengine 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 Shipengine trigger and Salesforce action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Shipping Label Created trigger
    1. Connect your Shipengine account
    2. Configure Polling schedule
  3. Configure the Add Contact to Campaign action
    1. Connect your Salesforce account
    2. Select a Campaign ID
    3. Select a Contact ID
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a new label is shipped. [See the docs](https://shipengine.github.io/shipengine-openapi/#operation/create_webhook).
Version:0.0.2
Key:shipengine-shipping-label-created

Shipengine Overview

The Shipengine API enables robust automation possibilities for shipping logistics. From label creation, rate comparison, to tracking shipments, the API provides the tools to streamline e-commerce and shipping workflows. By harnessing Shipengine's capabilities through Pipedream, you can build seamless integrations that connect your shipping operations with other business processes, enhancing efficiency and reducing manual overhead.

Trigger Code

import common from "../common/polling.mjs";

export default {
  ...common,
  key: "shipengine-shipping-label-created",
  name: "New Shipping Label Created",
  description: "Emit new event when a new label is shipped. [See the docs](https://shipengine.github.io/shipengine-openapi/#operation/create_webhook).",
  type: "source",
  version: "0.0.2",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourcesFn() {
      return this.app.listLabels;
    },
    getResourcesFnArgs(url) {
      return {
        url,
        params: {
          created_at_start: this.getLastCreatedAtStart(),
        },
      };
    },
    getResourcesName() {
      return "labels";
    },
    generateMeta(resource) {
      return {
        id: resource.shipment_id,
        ts: Date.parse(resource.created_at),
        summary: `New Shipping Label ${resource.shipment_id}`,
      };
    },
  },
};

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.
LabelPropTypeDescription
ShipengineappappThis component uses the Shipengine app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling scheduletimer$.interface.timer

How often to poll the ShipEngine API

Trigger Authentication

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

Get your API key in the API Management section

About Shipengine

Shipping API & multi carrier shipping system

Action

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

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.

LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
Campaign IDcampaignIdstringSelect a value from the drop down menu.
Contact IDcontactIdstringSelect 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

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