Add Contact to Campaign with Salesforce API on New Task Arrival (Instant) from Onfleet API

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New Task Arrival (Instant) from the Onfleet 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 Onfleet 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 Task Arrival (Instant) trigger
1. Connect your Onfleet account
2. Configure Name
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 Task Arrival (Instant) on Onfleet

Description:Emit new event when a new task is arrival.

Version:0.0.1

Key:onfleet-new-task-arrival

View on GitHub

Onfleet Overview#

The Onfleet API integrates with Pipedream to power logistics and delivery operations, offering real-time tracking, optimized routes, automatic dispatch, analytics, and communication with drivers. With Pipedream's serverless platform, one can automate complex workflows involving Onfleet and other apps, triggering actions based on events, scheduling tasks, or processing data to enhance delivery services.

Trigger Code#

import moment from "moment";
import base from "../common/base.mjs";
export default {
    ...base,
    key: "onfleet-new-task-arrival",
    name: "New Task Arrival (Instant)",
    description: "Emit new event when a new task is arrival.",
    version: "0.0.1",
    dedupe: "unique",
    type: "source",
    methods: {
        ...base.methods,
        getTrigger() {
            return 2;
        },
        generateMeta({ id, taskId, time, timeCreated, }) {
            return {
                id: `${taskId || id}${time || timeCreated}`,
                summary: `New Task arrival: ${taskId || id}`,
                ts: moment(time || timeCreated).format(),
            };
        },
        async startDeploy() {
            //It doesn't have pagination and sorting.
            return;
        },
    },
};

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
Onfleet	`onfleet`	`app`	This component uses the Onfleet 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.
Name	`webhookName`	`string`	A name for the webhook for identification.

Trigger Authentication#

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

To retrieve your API key,

Navigate to your Onfleet account and sign in
Go to Settings > API & Webhooks

About Onfleet#

Onfleet is the world's most advanced last mile delivery platform.

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 + Onfleet#

Other Popular Integrations#

Create Linked Pickup & Dropoff Tasks with Onfleet API on New Object (of Selectable Type) from Salesforce (REST API) API

Salesforce + Onfleet

Add Contact to Campaign with Salesforce API on New Task Arrival (Instant) from Onfleet API

Pipedream makes it easy to connect APIs for Salesforce, Onfleet 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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