Create Attachment with Salesforce API on New Contact Created (Instant) from Ontraport API

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New Contact Created (Instant) from the Ontraport API

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Create Attachment with the Salesforce API

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Getting Started#

This integration creates a workflow with a Ontraport 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 Contact Created (Instant) trigger
1. Connect your Ontraport account
Configure the Create Attachment action
1. Connect your Salesforce account
2. Configure docsInfo
3. Configure File Name
4. Configure File Path or Content
5. Configure Content Type
6. Configure Parent ID
7. Optional- Configure Description
8. Optional- Configure Private
9. Optional- Select a Owner 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 Contact Created (Instant) on Ontraport

Description:Emit new event when a new contact is created. [See the docs](https://api.ontraport.com/doc/#object-is-created).

Version:0.0.1

Key:ontraport-new-contact-created

View on GitHub

Ontraport Overview#

Ontraport's API offers robust capabilities for automating business processes, managing customer relationships, and streamlining marketing efforts. Use it to create dynamic, serverless workflows on Pipedream that react to events in real-time, sync data between services, or enhance customer interactions. With this API, you can automate tasks such as updating contact information, tracking customer behaviors, and sending targeted communications, all customizable to your specific business needs.

Trigger Code#

import common from "../common/webhook.mjs";
import events from "../common/events.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  key: "ontraport-new-contact-created",
  name: "New Contact Created (Instant)",
  description: "Emit new event when a new contact is created. [See the docs](https://api.ontraport.com/doc/#object-is-created).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEventName() {
      return `${events.OBJECT_CREATE}(${constants.OBJECT_TYPE_ID.CONTACT})`;
    },
    generateMeta(body) {
      const { data } = body;
      return {
        id: data.id,
        summary: `New Contact ${data.id}`,
        ts: body.timestamp,
      };
    },
  },
};

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
Ontraport	`app`	`app`	This component uses the Ontraport 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.

Trigger Authentication#

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

You can find your API Key and App ID in your Administration settings.

About Ontraport#

Ontraport is a unified and all-in-one CRM and marketing automation platform designed to help manage your entire marketing workflow, from bringing in new visitors all the way to making sure they feel welcome as customers.

Action#

Create Attachment on Salesforce

Description:Creates an Attachment on a parent object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_attachment.htm)

Version:0.4.1

Key:salesforce_rest_api-create-attachment

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

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

/* eslint-disable no-unused-vars */
const {
  useAdvancedProps, ...props
} = getProps({
  objType: attachment,
  docsLink,
});
/* eslint-enable no-unused-vars */

export default {
  ...common,
  key: "salesforce_rest_api-create-attachment",
  name: "Create Attachment",
  description: `Creates an Attachment on a parent object. [See the documentation](${docsLink})`,
  version: "0.4.1",
  type: "action",
  props,
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      getAdvancedProps,
      getAdditionalFields,
      formatDateTimeProps,
      docsInfo,
      filePathOrContent,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */

    const body =  filePathOrContent.includes("tmp/")
      ? (await fs.promises.readFile(filePathOrContent)).toString("base64")
      : filePathOrContent;

    const response = await salesforce.createRecord("Attachment", {
      $,
      data: {
        Body: body,
        ...data,
      },
    });
    $.export("$summary", `Successfully created attachment "${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.

Label	Prop	Type	Description
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
File Name	`Name`	`string`	Name of the attached file. Max 255 characters.
File Path or Content	`filePathOrContent`	`string`	The path to a file in the `tmp` folder (see the documentation). Alternatively, you can provide the base64-encoded file data.
Content Type	`ContentType`	`string`	The content type (MIME type) of the attachment. For example, `image/png`.
Parent ID	`ParentId`	`string`	ID of the parent object of the attachment. See the documentation for supported objects.
Description	`Description`	`string`	Description of the attachment. Max 500 characters.
Private	`IsPrivate`	`boolean`	Whether this record is viewable only by the owner and administrators (true) or viewable by all otherwise-allowed users (false).
Owner ID	`OwnerId`	`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 + Ontraport#

Other Popular Integrations#

Add Contact to Campaign with Salesforce (REST API) API on New Contact Created (Instant) from Ontraport API

Ontraport + Salesforce

Create Attachment with Salesforce API on New Contact Created (Instant) from Ontraport API

Pipedream makes it easy to connect APIs for Salesforce, Ontraport 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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