← Xperiencify + Salesforce integrations

Add Lead to Campaign with Salesforce API on Student Added to Course from Xperiencify API

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Student Added to Course from the Xperiencify API
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Add Lead to Campaign with the Salesforce API
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Getting Started

This integration creates a workflow with a Xperiencify 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 Student Added to Course trigger
    1. Connect your Xperiencify account
    2. Configure timer
    3. Select a Course
  3. Configure the Add Lead to Campaign action
    1. Connect your Salesforce account
    2. Select a Campaign ID
    3. Select a Lead 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 student enrolls into a course.
Version:0.0.2
Key:xperiencify-student-added-to-course

Xperiencify Overview

Xperiencify is a platform designed to create engaging online courses that motivate students through gamification and psychological triggers. The Xperiencify API allows course creators to manage and automate tasks related to courses, students, and their progress. With Pipedream, you can harness this API to create dynamic workflows that respond to course enrollments, progress milestones, and other student interactions. Automate notifications, gather analytics, synchronize with other platforms, and more, creating a seamless integration between Xperiencify and your digital ecosystem.

Trigger Code

import { defineSource } from "@pipedream/types";
import xperiencify from "../../app/xperiencify.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
export default defineSource({
    name: "Student Added to Course",
    description: "Emit new event when a student enrolls into a course.",
    key: "xperiencify-student-added-to-course",
    version: "0.0.2",
    type: "source",
    dedupe: "unique",
    props: {
        xperiencify,
        db: "$.service.db",
        timer: {
            type: "$.interface.timer",
            default: {
                intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
            },
        },
        courseId: {
            propDefinition: [
                xperiencify,
                "courseId",
            ],
        },
    },
    methods: {
        getMeta({ email, firstName, }) {
            return {
                id: email,
                summary: `New student ${firstName}: ${email}`,
                ts: new Date().getTime(),
            };
        },
    },
    async run() {
        const all = await this.xperiencify.getStudentsForCourse({
            courseId: this.courseId,
        });
        for (const student of all) {
            this.$emit(student, this.getMeta(student));
        }
    },
});

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
XperiencifyxperiencifyappThis component uses the Xperiencify app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
CoursecourseIdintegerSelect a value from the drop down menu.

Trigger Authentication

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

To retrieve your API key:

  • Navigate to your Xperiencify account and sign in
  • Go to Account > Advanced > API

About Xperiencify

Xperiencify is the world's first fully gamified online course platform that creates a hyper-engaging "experience" for your students.

Action

Description:Adds an existing lead 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-lead-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-lead-to-campaign",
  name: "Add Lead to Campaign",
  description: "Adds an existing lead 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 Lead to.",
    },
    leadId: {
      propDefinition: [
        salesforce,
        "recordId",
        () => ({
          objType: "Lead",
          nameField: "Name",
        }),
      ],
      label: "Lead ID",
      description: "The Lead to add to the selected Campaign.",
    },
  },
  async run({ $ }) {
    const {
      salesforce, campaignId, leadId,
    } = this;
    const response = await salesforce.createObject({
      $,
      objectType: constants.OBJECT_TYPE.CAMPAIGN_MEMBER,
      data: {
        CampaignId: campaignId,
        LeadId: leadId,
      },
    });
    $.export("$summary", `Successfully added lead (ID: ${leadId}) 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.
Lead IDleadIdstringSelect 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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