Create Campaign with Salesforce API on New Invoice Entry from Harvest API

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Trigger workflow on

New Invoice Entry from the Harvest API

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Create Campaign with the Salesforce API

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Getting Started#

This integration creates a workflow with a Harvest 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 Invoice Entry trigger
1. Connect your Harvest account
2. Configure Polling interval
3. Select a Account ID
Configure the Create Campaign action
1. Connect your Salesforce account
2. Configure docsInfo
3. Configure dateInfo
4. Configure Name
5. Optional- Configure Description
6. Optional- Select a Status
7. Optional- Select a Type
8. Optional- Configure See All Props
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 Invoice Entry on Harvest

Description:Emit new notifications when a new invoice is created

Version:0.0.4

Key:harvest-new-invoice-entry

View on GitHub

Harvest Overview#

Harvest is a time tracking and invoicing tool that can streamline the way freelancers and businesses record time for various projects and tasks. By leveraging the Harvest API on Pipedream, you can automate complex workflows that integrate time tracking data with other business tools. Generate reports, sync project data, and manage invoices with minimal manual intervention. Pipedream's serverless platform lets you create these automations using simple, code-driven components, enabling a seamless connection between Harvest and a multitude of other apps.

Trigger Code#

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

export default {
  key: "harvest-new-invoice-entry",
  name: "New Invoice Entry",
  description: "Emit new notifications when a new invoice is created",
  version: "0.0.4",
  type: "source",
  props: {
    harvest,
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll Harvest API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
    accountId: {
      propDefinition: [
        harvest,
        "accountId",
      ],
    },
  },
  dedupe: "unique",
  async run() {
    const data = [];
    let lastDateChecked = this.harvest.getLastDateChecked(this.db);
    if (!lastDateChecked) {
      lastDateChecked = new Date().toISOString();
      this.harvest.setLastDateChecked(this.db, lastDateChecked);
    }
    const invoices = await this.harvest.listInvoicesPaginated({
      page: 1,
      updatedSince: lastDateChecked,
      accountId: this.accountId,
    });
    for await (const invoice of invoices) {
      data.push(invoice);
    }
    data && data.reverse().forEach((invoice) => {
      this.harvest.setLastDateChecked(this.db, invoice.updated_at);
      this.$emit(invoice,
        {
          id: invoice.id,
          summary: `Invoice number: ${invoice.number}`,
          ts: Date.parse(invoice.updated_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.

Label	Prop	Type	Description
Harvest	`harvest`	`app`	This component uses the Harvest app.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll Harvest API on this schedule
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Account ID	`accountId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

About Harvest#

Online Time Tracking and Invoicing Software

Action#

Create Campaign on Salesforce

Description:Creates a marketing campaign. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_campaign.htm)

Version:0.3.1

Key:salesforce_rest_api-create-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 common, { getProps } from "../common/base-create-update.mjs";
import campaign from "../../common/sobjects/campaign.mjs";

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

export default {
  ...common,
  key: "salesforce_rest_api-create-campaign",
  name: "Create Campaign",
  description: `Creates a marketing campaign. [See the documentation](${docsLink})`,
  version: "0.3.1",
  type: "action",
  methods: {
    ...common.methods,
    getObjectType() {
      return "Campaign";
    },
    getAdvancedProps() {
      return campaign.extraProps;
    },
  },
  props: getProps({
    objType: campaign,
    docsLink,
    showDateInfo: true,
  }),
  async run({ $ }) {
    /* eslint-disable no-unused-vars, max-len */
    const {
      salesforce,
      getAdvancedProps,
      getObjectType,
      getAdditionalFields,
      formatDateTimeProps,
      useAdvancedProps,
      docsInfo,
      dateInfo,
      additionalFields,
      StartDate,
      EndDate,
      ...data
    } = this;
    /* eslint-enable no-unused-vars, max-len */
    const response = await salesforce.createRecord("Campaign", {
      $,
      data: {
        ...data,
        ...formatDateTimeProps({
          StartDate,
          EndDate,
        }),
        ...getAdditionalFields(),
      },
    });
    $.export("$summary", `Successfully created campaign "${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.
Name	`Name`	`string`	Name of the campaign. Max 80 characters.
Description	`Description`	`string`	Description of the campaign. Limit: 32 KB. Only the first 255 characters display in reports.
Status	`Status`	`string`	Select a value from the drop down menu:`PlannedIn ProgressCompletedAborted`
Type	`Type`	`string`	Select a value from the drop down menu:`ConferenceWebinarTrade ShowPublic RelationsPartnersReferral ProgramAdvertisementBanner AdsDirect MailEmailTelemarketingOther`
See All Props	`useAdvancedProps`	`boolean`	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:

Create Campaign with Salesforce API on New Invoice Entry from Harvest API

Pipedream makes it easy to connect APIs for Salesforce, Harvest 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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