Add Subscriber with ReferralHero API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

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Add Subscriber with the ReferralHero API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and ReferralHero action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Deleted Record (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
Configure the Add Subscriber action
1. Connect your ReferralHero account
2. Select a List
3. Configure Email
4. Configure Domain
5. Optional- Configure Name
6. Optional- Configure Double Opt-in
7. Optional- Configure Source
8. Optional- Configure Referrer
9. Optional- Configure Conversion Value
10. Optional- Configure Pending
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 Deleted Record (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)

Version:0.1.0

Key:salesforce_rest_api-record-deleted-instant

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.

Trigger Code#

import startCase from "lodash/startCase.js";
import common from "../common.mjs";

export default {
  ...common,
  type: "source",
  name: "New Deleted Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-deleted-instant",
  description: "Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)",
  version: "0.1.0",
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { Old: oldObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = oldObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "deleted";
    },
    async processTimerEvent(eventData) {
      const {
        startTimestamp,
        endTimestamp,
      } = eventData;
      const {
        deletedRecords,
        latestDateCovered,
      } = await this.salesforce.getDeletedForObjectType(
        this.objectType,
        startTimestamp,
        endTimestamp,
      );
      this.setLatestDateCovered(latestDateCovered);

      // When a record is deleted, the `getDeleted` API only shows the ID of the
      // deleted item and the date in which it was deleted.
      deletedRecords.forEach((item) => {
        const meta = this.generateTimerMeta(item);
        this.$emit(item, meta);
      });
    },
  },
};

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
Salesforce	`salesforce`	`app`	This component uses the Salesforce 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.
	`timer`	`$.interface.timer`	The timer is only used as a fallback if instant event delivery (webhook) is not available.
Object Type	`objectType`	`string`	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#

Web services API for interacting with Salesforce

Action#

Add Subscriber on ReferralHero

Description:Adds a new subscriber to to a list. [See the documentation](https://support.referralhero.com/integrate/rest-api/endpoints-reference#add-a-subscriber)

Version:0.0.1

Key:referralhero-add-subscriber

View on GitHub

ReferralHero Overview#

The ReferralHero API allows you to build custom referral marketing campaigns, manage participants, and track referral performance directly from Pipedream. You can automate participant registration, reward distribution, and integrate with other services for enhanced functionality like email marketing, CRM updates, or analytics. By leveraging Pipedream’s serverless platform, you can create workflows that react to events in ReferralHero, enrich referral data, or synchronize it with other apps.

Action Code#

import referralhero from "../../referralhero.app.mjs";

export default {
  key: "referralhero-add-subscriber",
  name: "Add Subscriber",
  description: "Adds a new subscriber to to a list. [See the documentation](https://support.referralhero.com/integrate/rest-api/endpoints-reference#add-a-subscriber)",
  version: "0.0.1",
  type: "action",
  props: {
    referralhero,
    listId: {
      propDefinition: [
        referralhero,
        "listId",
      ],
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the subscriber",
    },
    domain: {
      type: "string",
      label: "Domain",
      description: "The URL for the referral link",
    },
    name: {
      type: "string",
      label: "Name",
      description: "Name of the subscriber",
      optional: true,
    },
    doubleOptin: {
      type: "boolean",
      label: "Double Opt-in",
      description: "If set to `false`, the subscriber will not receive a confirmation email",
      default: true,
      optional: true,
    },
    source: {
      type: "string",
      label: "Source",
      description: "The source of the subscriber. Used for analytics.",
      optional: true,
    },
    referrer: {
      type: "boolean",
      label: "Referrer",
      description: "Set a referrer for the subscriber by providing the referrer's referral code or email",
      optional: true,
    },
    conversionValue: {
      type: "string",
      label: "Conversion Value",
      description: "The monetary value of the referral",
      optional: true,
    },
    pending: {
      type: "boolean",
      label: "Pending",
      description: "Set to `true` to set the referral status to pending",
      default: false,
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.referralhero.addSubscriber({
      listId: this.listId,
      params: {
        email: this.email,
        name: this.name,
        double_optin: this.doubleOptin,
        source: this.source,
        referrer: this.referrer,
        domain: this.domain,
        conversion_value: this.conversionValue,
        status: this.pending
          ? "custom_event_pending"
          : undefined,
      },
      $,
    });

    if (response?.status === "error") {
      throw new Error(response.message);
    }

    if (response?.data?.id) {
      $.export("$summary", `Successfully added subscriber with ID ${response.data.id}.`);
    }

    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
ReferralHero	`referralhero`	`app`	This component uses the ReferralHero app.
List	`listId`	`string`	Select a value from the drop down menu.
Email	`email`	`string`	Email address of the subscriber
Domain	`domain`	`string`	The URL for the referral link
Name	`name`	`string`	Name of the subscriber
Double Opt-in	`doubleOptin`	`boolean`	If set to `false`, the subscriber will not receive a confirmation email
Source	`source`	`string`	The source of the subscriber. Used for analytics.
Referrer	`referrer`	`boolean`	Set a referrer for the subscriber by providing the referrer's referral code or email
Conversion Value	`conversionValue`	`string`	The monetary value of the referral
Pending	`pending`	`boolean`	Set to `true` to set the referral status to pending

Action Authentication#

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

About ReferralHero#

Everything you need to build, manage, and track a referral program‍... that doubles your business.

More Ways to Connect ReferralHero + Salesforce#

Other Popular Integrations#

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Add Subscriber with ReferralHero API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for ReferralHero, Salesforce 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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