Create Contact with Postalytics 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 Postalytics API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Postalytics 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 Postalytics account
2. Configure First Name
3. Configure Last Name
4. Optional- Configure Company
5. Optional- Configure Phone
6. Configure Address Street
7. Configure Address Street 2
8. Configure Address City
9. Configure Address State
10. Configure Address Zip
11. Optional- Configure Email Address
12. Optional- Configure Var Field 1
13. Optional- Configure Var Field 2
14. Optional- Configure Var Field 3
15. Optional- Configure Var Field 4
16. Optional- Configure Var Field 5
17. Optional- Configure Var Field 6
18. Optional- Configure Var Field 7
19. Optional- Configure Var Field 8
20. Optional- Configure Var Field 9
21. Optional- Configure Var Field 10
22. Select a List 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 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#

Web services API for interacting with Salesforce

Action#

Create Contact on Postalytics

Description:Creates a new contact in Postalytics. [See the documentation](https://postalytics.docs.apiary.io/#reference/contact-api/contact-list-collection/add-contact)

Version:0.0.1

Key:postalytics-create-contact

View on GitHub

Postalytics Overview#

The Postalytics API lets you automate direct mail marketing campaigns, manage contacts, and track results. By integrating Postalytics with Pipedream, you can build serverless workflows that leverage your marketing stack, sync data across platforms, and personalize your outreach efforts. You can trigger direct mail pieces based on customer behavior, update your CRM with mailing results, or create custom analytics dashboards.

Action Code#

import common from "../common/base.mjs";

export default {
  ...common,
  key: "postalytics-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in Postalytics. [See the documentation](https://postalytics.docs.apiary.io/#reference/contact-api/contact-list-collection/add-contact)",
  version: "0.0.1",
  type: "action",
  props: {
    ...common.props,
    listId: {
      propDefinition: [
        common.props.postalytics,
        "listId",
      ],
    },
  },
  methods: {
    getFn() {
      return this.postalytics.createContact;
    },
    getObject({ listId }, objToSend) {
      objToSend.data["contact_list_id"] = listId;
      return objToSend;
    },
    getSummary({
      firstName, lastName,
    }) {
      return `Successfully created contact with name: ${firstName} ${lastName}`;
    },
  },
};

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
Postalytics	`postalytics`	`app`	This component uses the Postalytics app.
First Name	`firstName`	`string`	Recipient's first name must be between 1 and 50 characters long.
Last Name	`lastName`	`string`	Recipient's last name must be between 1 and 50 characters long.
Company	`company`	`string`	If provided, can be up to 100 characters long.
Phone	`phone`	`string`	If provided, can be up to 100 characters long.
Address Street	`addressStreet`	`string`	Recipient's street, can be up to 100 characters long.
Address Street 2	`addressStreet2`	`string`	Recipient's street2, can be up to 100 characters long.
Address City	`addressCity`	`string`	Recipient's address, can be up to 100 characters long.
Address State	`addressState`	`string`	Recipient's state, must be a 2 letter state short-name code or a valid full state name.
Address Zip	`addressZip`	`string`	Recipient's zip code, must be in valid zip format.
Email Address	`emailAddress`	`string`	Recipient's email address up to 100 characters long
Var Field 1	`varField1`	`string`	Any string up to 255 characters
Var Field 2	`varField2`	`string`	Any string up to 255 characters
Var Field 3	`varField3`	`string`	Any string up to 255 characters
Var Field 4	`varField4`	`string`	Any string up to 255 characters
Var Field 5	`varField5`	`string`	Any string up to 255 characters
Var Field 6	`varField6`	`string`	Any string up to 255 characters
Var Field 7	`varField7`	`string`	Any string up to 255 characters
Var Field 8	`varField8`	`string`	Any string up to 255 characters
Var Field 9	`varField9`	`string`	Any string up to 255 characters
Var Field 10	`varField10`	`string`	Any string up to 255 characters
List ID	`listId`	`string`	Select a value from the drop down menu.