Create Contact with iContact API on New Updated Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for iContact, Salesforce and 2,700+ other apps remarkably fast.

Trigger workflow on

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

Next, do this

Create Contact with the iContact API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the New Updated Record (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
4. Optional- Select one or more Fields To Watch
Configure the Create Contact action
1. Connect your iContact account
2. Configure Email
3. Optional- Configure Prefix
4. Optional- Configure First Name
5. Optional- Configure Last Name
6. Optional- Configure Suffix
7. Optional- Configure Street
8. Optional- Configure Street 2
9. Optional- Configure City
10. Optional- Configure State
11. Optional- Configure Postal Code
12. Optional- Configure Phone
13. Optional- Configure Fax
14. Optional- Configure Business
15. Optional- Select a Status
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 Updated Record (Instant, of Selectable Type) on Salesforce

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

Version:0.2.0

Key:salesforce_rest_api-record-updated-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";
import constants from "../../common/constants.mjs";
const { salesforce } = common.props;

export default {
  ...common,
  type: "source",
  name: "New Updated Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-updated-instant",
  description: "Emit new event when a record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)",
  version: "0.2.0",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        salesforce,
        "field",
        ({ objectType }) => ({
          objectType,
          filter: ({ updateable }) => updateable,
        }),
      ],
      label: "Fields To Watch",
      type: "string[]",
      optional: true,
      description: "If specified, events will only be emitted if at least one of the selected fields is updated. This filter is only available when a webhook is created successfully.",
    },
  },
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { New: newObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = newObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item, fieldName) {
      const { objectType } = this;

      const {
        LastModifiedDate: lastModifiedDate,
        [fieldName]: name,
        Id: id,
      } = item;

      const entityType = startCase(objectType);
      const summary = `${entityType} updated: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      return {
        id: `${id}-${ts}`,
        summary,
        ts,
      };
    },
    getEventType() {
      return "updated";
    },
    isEventRelevant(changedFields) {
      const { fields } = this;
      return fields?.length
        ? Object.keys(changedFields).some((key) => fields.includes(key))
        : true;
    },
    getChangedFields(body) {
      return Object.entries(body.New).filter(([
        key,
        value,
      ]) => {
        const oldValue = body.Old[key];
        return (
          value !== undefined
          && oldValue !== undefined
          && JSON.stringify(value) !== JSON.stringify(oldValue)
        );
      })
        .reduce((obj, [
          key,
          value,
        ]) => {
          obj[key] = {
            old: body.Old[key],
            new: value,
          };
          return obj;
        }, {});
    },
    processWebhookEvent(event) {
      const { body } = event;
      const changedFields = this.getChangedFields(body);
      if (this.isEventRelevant(changedFields)) {
        const meta = this.generateWebhookMeta(event);
        this.$emit({
          ...body,
          changedFields,
        }, meta);
      }
    },
    async processTimerEvent(eventData) {
      const {
        getNameField,
        getObjectTypeColumns,
        paginate,
        objectType,
        setLatestDateCovered,
        generateTimerMeta,
        $emit: emit,
      } = this;

      const {
        startTimestamp,
        endTimestamp,
      } = eventData;

      const fieldName = getNameField();
      const columns = getObjectTypeColumns();

      const events = await paginate({
        objectType,
        startTimestamp,
        endTimestamp,
        columns,
        dateFieldName: constants.FIELD_NAME.LAST_MODIFIED_DATE,
      });

      const [
        latestEvent,
      ] = events;

      if (latestEvent?.LastModifiedDate) {
        const latestDateCovered = new Date(latestEvent.LastModifiedDate);
        latestDateCovered.setSeconds(0);
        setLatestDateCovered(latestDateCovered.toISOString());
      }

      Array.from(events)
        .reverse()
        .forEach((item) => {
          const meta = generateTimerMeta(item, fieldName);
          emit(item, meta);
        });
    },
    async timerActivateHook() {
      const {
        objectType,
        getObjectTypeDescription,
        setObjectTypeColumns,
      } = this;

      const { fields } = await getObjectTypeDescription(objectType);
      const columns = fields.map(({ name }) => name);

      setObjectTypeColumns(columns);
    },
  },
};

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.
Fields To Watch	`fields`	`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#

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

Action#

Create Contact on iContact

Description:Creates a new contact within the iContact account. [See the documentation](https://help.icontact.com/customers/s/article/Contacts-iContact-API?r=153&ui-knowledge-components-aura-actions.KnowledgeArticleVersionCreateDraftFromOnlineAction.createDraftFromOnlineArticle=1)

Version:0.0.1

Key:icontact-create-contact

View on GitHub

iContact Overview#

The iContact API provides a programmable way to manage email marketing campaigns, contacts, lists, and messages within iContact's service. Through this API, you can automate the creation and sending of emails, manage subscribers, and track the performance of your campaigns. When used on Pipedream, the iContact API allows you to create serverless workflows that integrate with other apps and services, trigger actions based on various conditions, and automate repetitive tasks.

Action Code#

import { STATUS_OPTIONS } from "../../common/constants.mjs";
import { checkWarnings } from "../../common/utils.mjs";
import icontact from "../../icontact.app.mjs";

export default {
  key: "icontact-create-contact",
  name: "Create Contact",
  description: "Creates a new contact within the iContact account. [See the documentation](https://help.icontact.com/customers/s/article/Contacts-iContact-API?r=153&ui-knowledge-components-aura-actions.KnowledgeArticleVersionCreateDraftFromOnlineAction.createDraftFromOnlineArticle=1)",
  version: "0.0.1",
  type: "action",
  props: {
    icontact,
    email: {
      type: "string",
      label: "Email",
      description: "The contact's email address. **Note: The email address must be unique**.",
    },
    prefix: {
      type: "string",
      label: "Prefix",
      description: "The contact's salutation. **E.g. Miss**",
      optional: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The contact's first name.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The contact's last name.",
      optional: true,
    },
    suffix: {
      type: "string",
      label: "Suffix",
      description: "The contact's name qualifications **E.g. III**.",
      optional: true,
    },
    street: {
      type: "string",
      label: "Street",
      description: "The contact's street address information.",
      optional: true,
    },
    street2: {
      type: "string",
      label: "Street 2",
      description: "The contact's line 2 information.",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "The contact's city information.",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "The contact's state information.",
      optional: true,
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "The contact's postal code information.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The contact's phone number.",
      optional: true,
    },
    fax: {
      type: "string",
      label: "Fax",
      description: "The contact's fax number.",
      optional: true,
    },
    business: {
      type: "string",
      label: "Business",
      description: "The contact's business phone number.",
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "The subscription status of the contact.",
      options: STATUS_OPTIONS,
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      icontact,
      ...contact
    } = this;

    const { contacts } = await icontact.searchContact({
      params: {
        email: contact.email,
      },
    });

    if (contacts.length) throw new Error("A contact with the provided email already exists.");

    const response = await icontact.createContact({
      $,
      data: {
        contact,
      },
    });

    checkWarnings(response);

    $.export("$summary", `Successfully created contact with ID: ${response.contacts[0].contactId}`);
    return response.contacts[0];
  },
};

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
iContact	`icontact`	`app`	This component uses the iContact app.
Email	`email`	`string`	The contact's email address. Note: The email address must be unique.
Prefix	`prefix`	`string`	The contact's salutation. E.g. Miss
First Name	`firstName`	`string`	The contact's first name.
Last Name	`lastName`	`string`	The contact's last name.
Suffix	`suffix`	`string`	The contact's name qualifications E.g. III.
Street	`street`	`string`	The contact's street address information.
Street 2	`street2`	`string`	The contact's line 2 information.
City	`city`	`string`	The contact's city information.
State	`state`	`string`	The contact's state information.
Postal Code	`postalCode`	`string`	The contact's postal code information.
Phone	`phone`	`string`	The contact's phone number.
Fax	`fax`	`string`	The contact's fax number.
Business	`business`	`string`	The contact's business phone number.
Status	`status`	`string`	Select a value from the drop down menu:`{ "label": "Normal - Contact can receive emails sent to them.", "value": "normal" }{ "label": "Bounced - Contact is unreachable via email.", "value": "bounced" }{ "label": "Do Not Contact - Contact is blocked from receiving emails.", "value": "donotcontact" }{ "label": "Pending - Contact must confirm a subscription before receiving emails.", "value": "pending" }{ "label": "Invitable - Contact must be sent an invitation message before receiving emails.", "value": "invitable" }{ "label": "Deleted - Contact was deleted from your records", "value": "deleted" }`

Action Authentication#

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

To retrieve your API's App ID, Username, Password:

Navigate to your iContact account and sign in
Click on the top right dropdown
Go to “Settings and Billing” > “iContact Integrations”
Click “View Details” on one of your Custom API Integrations, or create a new one

About iContact#

Email marketing made easy. Use iContact to grow your business anytime, anywhere.

More Ways to Connect iContact + Salesforce#

Other Popular Integrations#

Create Contact with iContact API on New Outbound Message (Instant) from Salesforce API

Salesforce + iContact

Create Contact with iContact API on New Updated Record (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for iContact, Salesforce and 2,700+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

1-24of2,700+apps by most popular

1
-
24
of
2,700+
apps by most popular