Add Contact to Campaign with Salesforce API on New Spreadsheet (Instant) from Google Drive API

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New Spreadsheet (Instant) from the Google Drive 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 Google Drive 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 Spreadsheet (Instant) trigger
1. Connect your Google Drive account
2. Select a Drive
3. Configure Push notification renewal schedule
4. Optional- Select one or more Folders
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 Spreadsheet (Instant) on Google Drive

Description:Emit new event when a new spreadsheet is created in a drive.

Version:0.1.8

Key:google_drive-new-spreadsheet

View on GitHub

Google Drive Overview#

The Google Drive API on Pipedream allows you to automate various file management tasks, such as creating, reading, updating, and deleting files within your Google Drive. You can also share files, manage permissions, and monitor changes to files and folders. This opens up possibilities for creating workflows that seamlessly integrate with other apps and services, streamlining document handling, backup processes, and collaborative workflows.

Trigger Code#

import newFilesInstant from "../new-files-instant/new-files-instant.mjs";

export default {
  ...newFilesInstant,
  key: "google_drive-new-spreadsheet",
  type: "source",
  name: "New Spreadsheet (Instant)",
  description: "Emit new event when a new spreadsheet is created in a drive.",
  version: "0.1.8",
  props: {
    googleDrive: newFilesInstant.props.googleDrive,
    db: newFilesInstant.props.db,
    http: newFilesInstant.props.http,
    drive: newFilesInstant.props.drive,
    timer: newFilesInstant.props.timer,
    folders: {
      ...newFilesInstant.props.folders,
      description:
        "(Optional) The folders you want to watch. Leave blank to watch for any new spreadsheet in the Drive.",
    },
  },
  hooks: {
    ...newFilesInstant.hooks,
    async deploy() {
      // Emit sample records on the first run
      const spreadsheets = await this.getSpreadsheets(5);
      for (const fileInfo of spreadsheets) {
        const createdTime = Date.parse(fileInfo.createdTime);
        this.$emit(fileInfo, {
          summary: `New File: ${fileInfo.name}`,
          id: fileInfo.id,
          ts: createdTime,
        });
      }
    },
  },
  methods: {
    ...newFilesInstant.methods,
    shouldProcess(file) {
      return (
        file.mimeType.includes("spreadsheet") &&
        newFilesInstant.methods.shouldProcess.bind(this)(file)
      );
    },
    getSpreadsheetsFromFolderOpts(folderId) {
      const mimeQuery = "mimeType = 'application/vnd.google-apps.spreadsheet'";
      let opts = {
        q: `${mimeQuery} and parents in '${folderId}' and trashed = false`,
      };
      if (!this.isMyDrive()) {
        opts = {
          corpora: "drive",
          driveId: this.getDriveId(),
          includeItemsFromAllDrives: true,
          supportsAllDrives: true,
          ...opts,
        };
      }
      return opts;
    },
    getSpreadsheetsFromFiles(files, limit) {
      return files.reduce(async (acc, file) => {
        const spreadsheets = await acc;
        const fileInfo = await this.googleDrive.getFile(file.id);
        return spreadsheets.length >= limit
          ? spreadsheets
          : spreadsheets.concat(fileInfo);
      }, []);
    },
    async getSpreadsheets(limit) {
      const foldersIds = this.folders;

      if (!foldersIds.length) {
        const opts = this.getSpreadsheetsFromFolderOpts("root");
        const { files } = await this.googleDrive.listFilesInPage(null, opts);
        return this.getSpreadsheetsFromFiles(files, limit);
      }

      return foldersIds.reduce(async (spreadsheets, folderId) => {
        const opts = this.getSpreadsheetsFromFolderOpts(folderId);
        const { files } = await this.googleDrive.listFilesInPage(null, opts);
        const nextSpreadsheets = await this.getSpreadsheetsFromFiles(files, limit);
        return (await spreadsheets).concat(nextSpreadsheets);
      }, []);
    },
  },
};

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
Google Drive	`googleDrive`	`app`	This component uses the Google Drive 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.
Drive	`drive`	`string`	Select a value from the drop down menu.
Push notification renewal schedule	`timer`	`$.interface.timer`	The Google Drive API requires occasional renewal of push notification subscriptions. This runs in the background, so you should not need to modify this schedule.
Folders	`folders`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

Google Drive uses OAuth authentication. When you connect your Google Drive account, Pipedream will open a popup window where you can sign into Google Drive and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Google Drive API.

Pipedream requests the following authorization scopes when you connect your account:

https://www.googleapis.com/auth/drive

About Google Drive#

Google Drive is a file storage and synchronization service which allows you to create and share your work online, and access your documents from anywhere.

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 + Google Drive#

Other Popular Integrations#

Create Account with Salesforce API on Changes to Specific Files (Shared Drive) from Google Drive API

Google Drive + Salesforce

Add Contact to Campaign with Salesforce API on New Spreadsheet (Instant) from Google Drive API

Pipedream makes it easy to connect APIs for Salesforce, Google Drive 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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