Add Lead to Campaign with Salesforce API on New Documents from Readwise API

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Trigger workflow on

New Documents from the Readwise 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 Readwise 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 Documents trigger
1. Connect your Readwise account
2. Configure Polling interval
3. Optional- Select a Location
4. Optional- Select a Category
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 Documents on Readwise

Description:Emit new document [See the documentation](https://readwise.io/reader_api)

Version:0.0.1

Key:readwise-new-documents

View on GitHub

Readwise Overview#

The Readwise API allows you to access and manipulate your Readwise data, which includes highlights, notes, and books from your reading list. With this API, you can automate the retrieval of your reading highlights, synchronize them across various platforms, or trigger custom actions based on new highlights added. Pipedream, as a serverless integration and compute platform, enables you to create workflows that leverage the Readwise API to build powerful automations, connecting your reading insights to countless other apps and services to enrich productivity and data management.

Trigger Code#

import readwise from "../../readwise.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "readwise-new-documents",
  name: "New Documents",
  description: "Emit new document [See the documentation](https://readwise.io/reader_api)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    readwise,
    timer: {
      label: "Polling interval",
      description: "Pipedream polls the Readwise API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    location: {
      type: "string",
      label: "Location",
      description: "(Optional) The document's location. [See the documentation](https://readwise.io/reader_api).",
      options: ["new", "later", "shortlist", "archive", "feed"],
      optional: true,
    },
    category: {
      type: "string",
      label: "Category",
      description: "(Optional) The document's category. [See the documentation](https://readwise.io/reader_api).",
      options: ["article", "email", "rss", "highlight", "note", "pdf", "epub", "tweet", "video"],
      optional: true,
    },
  },
  hooks: {
    async activate() {
      await this.processEvent();
    },
  },
  methods: {
    async processDocuments(params) {
      const { results: events } = await this.readwise.listDocuments({
        params,
      });
      for (const event of events.slice(0, 100)) {
        this.emitEvent(event);
      }
    },
    async processEvent() {
      await this.processDocuments({
        location: this.location || "",
        category: this.category || "",
      });
    },
    emitEvent(event) {
      this.$emit(event, {
        id: event.id,
        summary: `New Document: ${event.id}`,
        ts: new Date(event.created_at),
      });
    },
  },
  async run() {
    return this.processEvent();
  },
};

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
Readwise	`readwise`	`app`	This component uses the Readwise app.
Polling interval	`timer`	`$.interface.timer`	Pipedream polls the Readwise API on this schedule
Location	`location`	`string`	Select a value from the drop down menu:`newlatershortlistarchivefeed`
Category	`category`	`string`	Select a value from the drop down menu:`articleemailrsshighlightnotepdfepubtweetvideo`

Trigger Authentication#

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

About Readwise#

Readwise makes it easy to revisit and learn from your ebook & article highlights.

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:

About Salesforce#

Web services API for interacting with Salesforce

More Ways to Connect Salesforce + Readwise#

Other Popular Integrations#

Get Highlight Details with Readwise API on New Object (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Readwise

Add Lead to Campaign with Salesforce API on New Documents from Readwise API

Pipedream makes it easy to connect APIs for Salesforce, Readwise 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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