Create Campaign with Salesforce API on New Transaction from Mercury API

Pipedream makes it easy to connect APIs for Salesforce, Mercury and 2,400+ other apps remarkably fast.

Trigger workflow on

New Transaction from the Mercury API

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Create Campaign with the Salesforce API

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Getting Started#

This integration creates a workflow with a Mercury 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 Transaction trigger
1. Connect your Mercury account
2. Configure timer
3. Select a Account
Configure the Create Campaign action
1. Connect your Salesforce account
2. Configure dateInfo
3. Configure Name
4. Optional- Configure Description
5. Optional- Select a Status
6. Optional- Select a Type
7. Configure docsInfo
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 Transaction on Mercury

Description:Emit new event for each transaction in an account.

Version:0.0.3

Key:mercury-new-transaction

View on GitHub

Mercury Overview#

The Mercury API offers a window into banking tailored for startups. With it, you can automate your financial operations, sync transaction data with your accounting software, and monitor your business financial health programmatically. Creating workflows on Pipedream with Mercury's API allows you to connect your banking data with numerous other apps to streamline payments, reconcile transactions, and keep a pulse on your company's money matters.

Trigger Code#

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

export default {
  key: "mercury-new-transaction",
  name: "New Transaction",
  description: "Emit new event for each transaction in an account.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  props: {
    mercury,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    account: {
      propDefinition: [
        mercury,
        "account",
      ],
    },
  },
  methods: {
    getMeta(transaction) {
      const {
        id, counterpartyName: summary, postedAt,
      } = transaction;
      const ts = new Date(postedAt).getTime();
      return {
        id,
        summary,
        ts,
      };
    },
  },
  async run({ $ }) {
    const lastRunTime = this.db.get("lastRunTime")
      ? new Date(this.db.get("lastRunTime"))
      : this.mercury.daysAgo(1);
    const params = {
      limit: 100,
      offset: 0,
      start: lastRunTime.toISOString().split("T")[0],
    };
    let totalTransactions = params.limit;
    while (totalTransactions == params.limit) {
      const results = await this.mercury.getTransactions({
        ctx: $,
        accountId: this.account,
        params,
      });
      const { transactions } = results;
      totalTransactions = transactions.length;
      for (const transaction of transactions) {
        this.$emit(transaction, this.getMeta(transaction));
      }
      params.offset += params.limit;
    }
    this.db.set("lastRunTime", new Date());
  },
};

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
Mercury	`mercury`	`app`	This component uses the Mercury app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Account	`account`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

In order to get Mercury's API key, log into your Mercury account and go to the Settings page to generate a new one.

About Mercury#

Bank

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:0.3.0

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: "0.3.0",
  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 Transaction from Mercury API

Pipedream makes it easy to connect APIs for Salesforce, Mercury 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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