Add Lead to Campaign with Salesforce API on New Booking with State from Timekit API

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New Booking with State from the Timekit 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 Timekit 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 Booking with State trigger
1. Connect your Timekit account
2. Select a Graph Type
3. Select a Booking State
4. Optional- Configure Secret
Configure the Add Lead to Campaign action
1. Connect your Salesforce account
2. Select a Campaign ID
3. Select a Lead 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 Booking with State on Timekit

Description:Emit new event when a booking has a specific state. [See the docs](https://developers.timekit.io/reference/graphs).

Version:0.0.1

Key:timekit-booking-with-state

View on GitHub

Timekit Overview#

Timekit is a flexible booking and resource management API that enables developers to create and manage appointments and calendars. With Timekit, you can automate the scheduling process, sync calendars, manage bookings, and craft customized booking experiences. Using Pipedream, you can leverage Timekit to create efficient workflows that automate scheduling-related tasks, trigger actions based on calendar events, and integrate with various other services for a seamless operational ecosystem.

Trigger Code#

import timekit from "../../timekit.app.mjs";
import crypto from "crypto";

const docLink = "https://developers.timekit.io/reference/graphs";

export default {
  key: "timekit-booking-with-state",
  name: "New Booking with State",
  description: `Emit new event when a booking has a specific state. [See the docs](${docLink}).`,
  version: "0.0.1",
  type: "source",
  props: {
    timekit,
    db: "$.service.db",
    http: "$.interface.http",
    graph: {
      propDefinition: [
        timekit,
        "graph",
      ],
    },
    state: {
      propDefinition: [
        timekit,
        "state",
        (c) => ({
          graph: c.graph,
        }),
      ],
    },
    secret: {
      type: "string",
      label: "Secret",
      description: "Configured secret to verify webhook events. If left blank, no verification will be done. Navigate to API Settings > Keys and look for the last card on the page. The secret shown there is the key you'll use",
      secret: true,
      optional: true,
    },
  },
  hooks: {
    async activate() {
      console.log("Creating webhook...");
      const response = await this.timekit.createWebhook({
        data: {
          url: this.http.endpoint,
          graph: this.graph,
          state: this.state,
          method: "post",
        },
      });
      const id = response.meta.message.split("id ")[1];
      this._setWebhookId(id);
    },
    async deactivate() {
      const id = this._getWebhookId();
      await this.timekit.deleteWebhook({
        id,
      });
      console.log(`Webhook ${id} was deleted successfully`);
    },
  },
  methods: {
    _getWebhookId() {
      return this.db.get("webhookId");
    },
    _setWebhookId(id) {
      this.db.set("webhookId", id);
    },
    verifySecret(payload, header) {
      if (this.secret) {
        const hash = crypto
          .createHmac("sha256", this.secret)
          .update(payload)
          .digest("hex");
        return hash === header;
      }
      return true;
    },
  },
  async run(event) {
    if (!this.verifySecret(event.bodyRaw, event.headers["x-timekit-signature"])) {
      console.log("Secret verification has failed for the incoming event. Skipping...");
      return;
    }

    const {
      id,
      description,
      updated_at: ts,
    } = event.body;

    this.$emit(event.body, {
      id,
      summary: `New ${this.graph} booking ${this.state}: ${description}`,
      ts,
    });
  },
};

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
Timekit	`timekit`	`app`	This component uses the Timekit 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.
Graph Type	`graph`	`string`	Select a value from the drop down menu:`instantinstant_paymentconfirm_declinegroup_ownergroup_customergroup_customer_paymentreservation`
Booking State	`state`	`string`	Select a value from the drop down menu.
Secret	`secret`	`string`	Configured secret to verify webhook events. If left blank, no verification will be done. Navigate to API Settings > Keys and look for the last card on the page. The secret shown there is the key you'll use

Trigger Authentication#

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

You can find your app's API key in the Admin Dashboard under "API settings".

About Timekit#

Timekit lets you build scalable and flexible booking experiences and scheduling flows that grow your business.

Action#

Add Lead to Campaign on Salesforce

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

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-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.

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.
Lead ID	`leadId`	`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:

Add Lead to Campaign with Salesforce API on New Booking with State from Timekit API

Pipedream makes it easy to connect APIs for Salesforce, Timekit 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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