← Mailchimp + Salesforce integrations

Create Account with Salesforce API on New File from Mailchimp API

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New File from the Mailchimp API
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Create Account with the Salesforce API
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Getting Started

This integration creates a workflow with a Mailchimp 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 New File trigger
    1. Connect your Mailchimp account
    2. Configure timer
    3. Select a File type
  3. Configure the Create Account action
    1. Connect your Salesforce account
    2. Configure Account Name
    3. Optional- Configure Account Number
    4. Optional- Configure Description
    5. Optional- Configure Phone
    6. Optional- Configure Website
    7. Configure docsInfo
    8. Optional- Configure See All Props
  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 new file is added to the File Manager of the connected Mailchimp account.
Version:0.0.2
Key:mailchimp-new-file

Mailchimp Overview

The Mailchimp API taps into the heart of your email marketing efforts, allowing you to manage subscribers, campaigns, and reports. With the API, you can automate tasks like syncing subscriber lists, segmenting contacts based on behavior, and personalizing email content to match user profiles. It's a powerful tool for marketers looking to fine-tune their email strategy and maximize engagement.

Trigger Code

import common from "../common/timer-based.mjs";
import constants from "../constants.mjs";

export default {
  ...common,
  key: "mailchimp-new-file",
  name: "New File",
  description: "Emit new event when a new file is added to the File Manager of the connected Mailchimp account.",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    fileType: {
      type: "string",
      label: "File type",
      description: "The file type you'd like to watch for in the File Manager. Supported file types: 'image' or 'file', use 'all' for both.",
      options: constants.FILE_TYPES,
      default: "all",
    },
  },
  hooks: {
    async deploy() {
      // Emits sample events on the first run during deploy.
      const count = 10;
      const config = {
        count,
      };
      const fileStream = this.mailchimp.getFileStream(this.fileType, config);
      let i = 0;
      for await (const file of fileStream) {
        if (i < count) {
          this.processEvent(file);
          this.setDbServiceVariable("lastCreatedAt", file.created_at);
        }
        i++;
      }
    },
  },
  methods: {
    ...common.methods,
    generateMeta(eventPayload) {
      const ts = Date.parse(eventPayload.created_at);
      return {
        id: eventPayload.id,
        summary: `A new file "${eventPayload.name}" was added.`,
        ts,
      };
    },
  },
  async run() {
    const sinceCreatedAt = this.getDbServiceVariable("lastCreatedAt");
    const config = {
      count: 3,
      sinceCreatedAt,
    };
    const fileStream = this.mailchimp.getFileStream(this.fileType, config);
    for await (const file of fileStream) {
      this.processEvent(file);
      this.setDbServiceVariable("lastCreatedAt", file.created_at);
    }
  },
};

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
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
MailchimpmailchimpappThis component uses the Mailchimp app.
timer$.interface.timer
File typefileTypestringSelect a value from the drop down menu:imagefileall

Trigger Authentication

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

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

About Mailchimp

Mailchimp is a marketing automation and email marketing platform.

Action

Description:Creates a Salesforce account. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm)
Version:0.3.0
Key:salesforce_rest_api-create-account

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 common, { getProps } from "../common/base-create-update.mjs";
import account from "../../common/sobjects/account.mjs";

export const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_account.htm";

export default {
  ...common,
  key: "salesforce_rest_api-create-account",
  name: "Create Account",
  description: `Creates a Salesforce account. [See the documentation](${docsLink})`,
  version: "0.3.0",
  type: "action",
  methods: {
    ...common.methods,
    getObjectType() {
      return "Account";
    },
    getAdvancedProps() {
      return account.extraProps;
    },
  },
  props: getProps({
    objType: account,
    docsLink,
  }),
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      getAdvancedProps,
      getObjectType,
      getAdditionalFields,
      formatDateTimeProps,
      useAdvancedProps,
      docsInfo,
      dateInfo,
      additionalFields,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */
    const response = await salesforce.createRecord("Account", {
      $,
      data: {
        ...data,
        ...getAdditionalFields(),
      },
    });
    $.export("$summary", `Successfully created account "${this.Name}"`);
    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.
Account NameNamestring

Name of the account. Max 255 characters.

Account NumberAccountNumberstring

Account number assigned to this account (not the unique, system-generated ID assigned during creation). Max 40 characters.

DescriptionDescriptionstring

Text description of the account. Limited to 32,000 KB.

PhonePhonestring

Phone number for this account. Max 40 characters.

WebsiteWebsitestring

The website of this account. Max 255 characters.

See All PropsuseAdvancedPropsboolean

Set to true to see all available props for this object.

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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