← Salesforce + iContact integrations

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

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

  1. Select this integration
  2. 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
    5. Optional- Configure Skip existing records when first activated
  3. 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
  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 record of the selected type is updated. [See the documentation](https://sforce.co/3yPSJZy)
Version:0.2.5
Key:salesforce_rest_api-record-updated-instant

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 common from "../common/common-updated-record.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: "0.2.5",
  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.",
    },
    skipFirstRun: {
      type: "boolean",
      label: "Skip existing records when first activated",
      description: "When enabled, this trigger will ignore all existing records and only watch for updates that happen after activation. When disabled, it will process existing records on first run.",
      optional: true,
      default: false,
    },
  },
  methods: {
    ...common.methods,
    getObjectType() {
      return this.objectType;
    },
  },
};

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
SalesforcesalesforceappThis component uses the Salesforce app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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 TypeobjectTypestringSelect a value from the drop down menu.
Fields To Watchfieldsstring[]Select a value from the drop down menu.
Skip existing records when first activatedskipFirstRunboolean

When enabled, this trigger will ignore all existing records and only watch for updates that happen after activation. When disabled, it will process existing records on first run.

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

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:0.0.2
Key:icontact-create-contact

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: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  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.

LabelPropTypeDescription
iContacticontactappThis component uses the iContact app.
Emailemailstring

The contact's email address. Note: The email address must be unique.

Prefixprefixstring

The contact's salutation. E.g. Miss

First NamefirstNamestring

The contact's first name.

Last NamelastNamestring

The contact's last name.

Suffixsuffixstring

The contact's name qualifications E.g. III.

Streetstreetstring

The contact's street address information.

Street 2street2string

The contact's line 2 information.

Citycitystring

The contact's city information.

Statestatestring

The contact's state information.

Postal CodepostalCodestring

The contact's postal code information.

Phonephonestring

The contact's phone number.

Faxfaxstring

The contact's fax number.

Businessbusinessstring

The contact's business phone number.

StatusstatusstringSelect 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.

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