← Salesforce + Constant Contact integrations

Add Contact with Constant Contact API on Knowledge Article Updated (Instant, of Selectable Type) from Salesforce API

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Knowledge Article Updated (Instant, of Selectable Type) from the Salesforce API
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Add Contact with the Constant Contact API
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Getting Started

This integration creates a workflow with a Salesforce trigger and Constant Contact 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 Knowledge Article Updated (Instant, of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Optional- Select one or more Fields to Obtain
  3. Configure the Add Contact action
    1. Connect your Constant Contact account
    2. Configure Email Address
    3. Optional- Select a Permission To Send
    4. Optional- Configure First Name
    5. Optional- Configure Last Name
    6. Optional- Configure Job Title
    7. Optional- Configure Company Name
    8. Select a Create Source
    9. Optional- Configure Birthday Month
    10. Optional- Configure Birthday Day
    11. Optional- Configure Anniversary
    12. Optional- Configure Number Of Phone Numbers
    13. Optional- Configure Number Of Street Addresses
    14. Optional- Select one or more List Membership
    15. Optional- Select one or more Taggings
    16. Optional- Configure Number Of Notes
  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 knowledge article is updated. [See the documentation](https://sforce.co/3yPSJZy)
Version:0.0.5
Key:salesforce_rest_api-knowledge-article-updated-instant

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.

Trigger Code

import common from "../common/common-updated-record.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  ...common,
  type: "source",
  name: "Knowledge Article Updated (Instant, of Selectable Type)",
  key: "salesforce_rest_api-knowledge-article-updated-instant",
  description: "Emit new event when a knowledge article is updated. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.0.5",
  props: {
    salesforce: common.props.salesforce,
    db: "$.service.db",
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    timer: {
      type: "$.interface.timer",
      description: "The timer is only used as a fallback if instant event delivery (webhook) is not available.",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    fieldsToObtain: {
      propDefinition: [
        common.props.salesforce,
        "fieldsToObtain",
        () => ({
          objType: "KnowledgeArticle",
        }),
      ],
      optional: true,
      description: "Select the field(s) to be retrieved for the records. Only applicable if the source is running on a timer. If running on a webhook, or if not specified, all fields will be retrieved.",
    },
  },
  methods: {
    ...common.methods,
    getObjectType() {
      return "KnowledgeArticle";
    },
  },
};

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
SalesforcesalesforceappThis component uses the Salesforce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
timer$.interface.timer

The timer is only used as a fallback if instant event delivery (webhook) is not available.

Fields to ObtainfieldsToObtainstring[]Select a value from the drop down menu.

Trigger 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

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

Action

Description:Add a single contact. [See the documentation](https://developer.constantcontact.com/api_reference/index.html#!/Contacts/createContact)
Version:0.0.3
Key:constant_contact-add-contact

Constant Contact Overview

The Constant Contact API allows users to automate email marketing efforts by managing contacts, sending emails, and tracking results. With Pipedream, you can connect Constant Contact to other apps to create powerful workflows. You can trigger events, sync contact lists, automate email campaigns, and analyze email performance with ease. Pipedream's serverless platform offers a streamlined approach to integrating Constant Contact's functionalities into diverse, automated sequences.

Action Code

import { prepareData } from "../../common/utils.mjs";
import constantContact from "../../constant_contact.app.mjs";

export default {
  key: "constant_contact-add-contact",
  name: "Add Contact",
  version: "0.0.3",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  description: "Add a single contact. [See the documentation](https://developer.constantcontact.com/api_reference/index.html#!/Contacts/createContact)",
  type: "action",
  props: {
    constantContact,
    emailAddress: {
      propDefinition: [
        constantContact,
        "emailAddress",
      ],
      reloadProps: true,
    },
    permissionToSend: {
      propDefinition: [
        constantContact,
        "permissionToSend",
      ],
      optional: true,
    },
    firstName: {
      propDefinition: [
        constantContact,
        "firstName",
      ],
      optional: true,
    },
    lastName: {
      propDefinition: [
        constantContact,
        "lastName",
      ],
      optional: true,
    },
    jobTitle: {
      propDefinition: [
        constantContact,
        "jobTitle",
      ],
      optional: true,
    },
    companyName: {
      propDefinition: [
        constantContact,
        "companyName",
      ],
      optional: true,
    },
    createSource: {
      propDefinition: [
        constantContact,
        "createSource",
      ],
    },
    birthdayMonth: {
      propDefinition: [
        constantContact,
        "birthdayMonth",
      ],
      optional: true,
    },
    birthdayDay: {
      propDefinition: [
        constantContact,
        "birthdayDay",
      ],
      optional: true,
    },
    anniversary: {
      propDefinition: [
        constantContact,
        "anniversary",
      ],
      optional: true,
    },
    numberOfPhoneNumbers: {
      propDefinition: [
        constantContact,
        "numberOfPhoneNumbers",
      ],
      optional: true,
      reloadProps: true,
    },
    numberOfStreetAddresses: {
      propDefinition: [
        constantContact,
        "numberOfStreetAddresses",
      ],
      optional: true,
      reloadProps: true,
    },
    listMemberships: {
      propDefinition: [
        constantContact,
        "listMemberships",
      ],
      optional: true,
    },
    taggings: {
      propDefinition: [
        constantContact,
        "taggings",
      ],
      optional: true,
    },
    numberOfNotes: {
      propDefinition: [
        constantContact,
        "numberOfNotes",
      ],
      optional: true,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    const { custom_fields: customFields } = await this.listCustomFields();

    for (let i = 0; i < customFields.length; i++) {
      props[`customField_${customFields[i].custom_field_id}`] = {
        type: "string",
        label: `Custom Field ${i + 1} - ${customFields[i].label}`,
        description: "The content of the custom field.",
        optional: true,
      };
    }

    for (let i = 0; i < this.numberOfPhoneNumbers; i++) {
      props[`phoneNumberKind_${i}`] = {
        type: "string",
        label: `Phone Number Kind ${i + 1}`,
        description: `The kind of the phone number ${i + 1}.`,
        options: [
          "home",
          "work",
          "mobile",
          "other",
        ],
      };
      props[`phoneNumberValue_${i}`] = {
        type: "string",
        label: `Phone Number Value ${i + 1}`,
        description: `The value of the phone number ${i + 1}.`,
      };
    }

    for (let i = 0; i < this.numberOfStreetAddresses; i++) {
      props[`streetAddressKind_${i}`] = {
        type: "string",
        label: `Address Kind ${i + 1}`,
        description: `The kind of the address ${i + 1}.`,
        options: [
          "home",
          "work",
          "other",
        ],
      };
      props[`streetAddressStreet_${i}`] = {
        type: "string",
        label: `Address Street ${i + 1}`,
        description: `The street of the address ${i + 1}.`,
      };
      props[`streetAddressCity_${i}`] = {
        type: "string",
        label: `Address City ${i + 1}`,
        description: `The city of the address ${i + 1}.`,
      };
      props[`streetAddressState_${i}`] = {
        type: "string",
        label: `Address State ${i + 1}`,
        description: `The state of the address ${i + 1}.`,
      };
      props[`streetAddressPostalCode_${i}`] = {
        type: "string",
        label: `Address Postal Code ${i + 1}`,
        description: `The postal code of the address ${i + 1}.`,
      };
      props[`streetAddressCountry_${i}`] = {
        type: "string",
        label: `Address Country ${i + 1}`,
        description: `The country of the address ${i + 1}.`,
      };
    }

    for (let i = 0; i < this.numberOfNotes; i++) {
      props[`notes_${i}`] = {
        type: "string",
        label: `Note ${i + 1}`,
        description: "The content of the note.",
      };
    }

    return props;
  },
  methods: {
    listCustomFields() {
      return this.constantContact.listCustomFields();
    },
  },
  async run({ $ }) {
    const {
      constantContact,
      ...data
    } = this;

    const preparedData = await prepareData({}, data, this.listCustomFields);

    const response = await constantContact.createContact({
      $,
      data: preparedData,
    });

    $.export("$summary", `A new contact with id: ${response.contact_id} was successfully created!`);
    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
Constant ContactconstantContactappThis component uses the Constant Contact app.
Email AddressemailAddressstring

The contact's email address.

Permission To SendpermissionToSendstringSelect a value from the drop down menu:implicitexplicitpending_confirmationunsubscribedtemp_holdnot_set
First NamefirstNamestring

The first name of the contact.

Last NamelastNamestring

The last name of the contact.

Job TitlejobTitlestring

The job title of the contact.

Company NamecompanyNamestring

The name of the company where the contact works.

Create SourcecreateSourcestringSelect a value from the drop down menu:AccountContact
Birthday MonthbirthdayMonthstring

The month value for the contact's birthday. The birthdayMonth is required if you use birthdayDay.

Birthday DaybirthdayDaystring

The day value for the contact's birthday. The birthdayDay is required if you use birthdayMonth.

Anniversaryanniversarystring

The anniversary date for the contact. For example, this value could be the date when the contact first became a customer of an organization in Constant Contact. Valid date formats are MM/DD/YYYY, M/D/YYYY, YYYY/MM/DD, YYYY/M/D, YYYY-MM-DD, YYYY-M-D,M-D-YYYY, or M-DD-YYYY.

Number Of Phone NumbersnumberOfPhoneNumbersinteger

The number of phone numbers of the contact.

Number Of Street AddressesnumberOfStreetAddressesinteger

The number of street addresses of the contact.

List MembershiplistMembershipsstring[]Select a value from the drop down menu.
Taggingstaggingsstring[]Select a value from the drop down menu.
Number Of NotesnumberOfNotesinteger

The number of notes in the contact.

Action Authentication

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

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

account_readaccount_updatecontact_datacampaign_dataoffline_access

About Constant Contact

We deliver for small businesses and nonprofits with the right tools to simplify and amplify your digital marketing and generate powerful results.

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