Add Contact to Campaign with Salesforce API on Webhook Event Received (Instant) from Xero Accounting API

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Webhook Event Received (Instant) from the Xero Accounting 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 Xero Accounting 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 Webhook Event Received (Instant) trigger
1. Connect your Xero Accounting account
2. Optional- Configure Webhook Key
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#

Webhook Event Received (Instant) on Xero Accounting

Description:Emit new event for each incoming webhook notification. To create a Xero Webhook, please follow [the instructions here](https://developer.xero.com/documentation/guides/webhooks/creating-webhooks/).

Version:0.0.1

Key:xero_accounting_api-webhook-event-received

View on GitHub

Xero Accounting Overview#

The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.

Trigger Code#

import xeroAccountingApi from "../../xero_accounting_api.app.mjs";
import crypto from "crypto";

export default {
  key: "xero_accounting_api-webhook-event-received",
  name: "Webhook Event Received (Instant)",
  description: "Emit new event for each incoming webhook notification. To create a Xero Webhook, please follow [the instructions here](https://developer.xero.com/documentation/guides/webhooks/creating-webhooks/).",
  version: "0.0.1",
  type: "source",
  props: {
    xeroAccountingApi,
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    webhookKey: {
      type: "string",
      label: "Webhook Key",
      description: "You can leave this blank when creating this source. After creating a webhook in Xero, please update this prop with the value provided.",
      secret: true,
      optional: true,
    },
  },
  hooks: {
    async deploy() {
      console.log("You can now copy the generated URL endpoint from this source and go to Xero and create a webhook.");
      console.log("After saving, copy the `Webhooks key` and update the prop.");
      console.log("Then click on `Send 'Intent to receive'` to start the signature verification process.");
      console.log("We will receive three requests for signature verification, and after that the `Status` should be OK.");
    },
  },
  methods: {
    httpRespond(status) {
      this.http.respond({
        status,
      });
    },
    validateEvent(event) {
      if (!this.webhookKey) {
        console.log("No webhook key supplied. Please update the prop with the value supplied by Xero.");
        return false;
      }

      console.log("Verifying signature...");
      const sig = crypto.createHmac("sha256", this.webhookKey)
        .update(event.bodyRaw)
        .digest("base64");
      return sig === event.headers["x-xero-signature"];
    },
    emitEvents(events) {
      events.forEach((event) => {
        const {
          resourceId: id,
          eventDateUtc: ts,
          eventType,
          eventCategory,
        } = event;

        this.$emit(event, {
          id,
          summary: `${eventCategory} ${eventType} event received`,
          ts: new Date(ts),
        });
      });
    },
  },
  async run(event) {
    if (!this.validateEvent(event)) {
      console.log("Invalid signature. Ignoring event...");
      this.httpRespond(401);
    }

    this.httpRespond(200);
    this.emitEvents(event.body?.events);
  },
};

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
Xero Accounting	`xeroAccountingApi`	`app`	This component uses the Xero Accounting app.
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 Key	`webhookKey`	`string`	You can leave this blank when creating this source. After creating a webhook in Xero, please update this prop with the value provided.

Trigger Authentication#

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

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

offline_accessopenidprofileemailaccounting.transactionsaccounting.reports.readaccounting.settingsaccounting.settings.readaccounting.contactsaccounting.attachmentsaccounting.journals.read

About Xero Accounting#

Accounting 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 + Xero Accounting#

Other Popular Integrations#

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Salesforce + Xero Accounting

Add Contact to Campaign with Salesforce API on Webhook Event Received (Instant) from Xero Accounting API

Pipedream makes it easy to connect APIs for Salesforce, Xero Accounting 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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