Add Lead to Campaign with Salesforce API on New Task Created from Nifty API

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Trigger workflow on

New Task Created from the Nifty 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 Nifty 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 Task Created trigger
1. Connect your Nifty account
2. Select a App ID
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 Task Created on Nifty

Description:Emit new event when a task is created in a project.

Version:0.0.2

Key:nifty-new-task-created

View on GitHub

Nifty Overview#

The Nifty API allows for streamlined project management, facilitating task automation and data synchronization within Pipedream. By integrating with the Nifty API, you can automate workflows involving project tracking, task assignments, and progress monitoring, effectively reducing manual overhead. On Pipedream, the API's endpoints can trigger actions, respond to changes, and update records across different services, bringing cohesion to your project management ecosystem.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "nifty-new-task-created",
  name: "New Task Created",
  description: "Emit new event when a task is created in a project.",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEvent() {
      return [
        "taskCreated",
      ];
    },
    getSummary({ data }) {
      return `New task created with Id: ${data.id}`;
    },
  },
  sampleEmit,
};

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
Nifty	`nifty`	`app`	This component uses the Nifty 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.
App ID	`appId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

filedocmessageprojecttaskmemberlabelmilestonesubtasktask_groupsubteam

About Nifty#

Delivering the future of remote collaboration. Manage projects, not tools.

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:0.1.3

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: "0.1.3",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  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#

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.

More Ways to Connect Salesforce + Nifty#

Other Popular Integrations#

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Add Lead to Campaign with Salesforce API on New Task Created from Nifty API

Pipedream makes it easy to connect APIs for Salesforce, Nifty and 3,000+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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