← Salesforce + NationBuilder integrations

Create Donation with NationBuilder API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

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Trigger workflow on
New Deleted Record (Instant, of Selectable Type) from the Salesforce API
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Create Donation with the NationBuilder API
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Getting Started

This integration creates a workflow with a Salesforce trigger and NationBuilder 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 Deleted Record (Instant, of Selectable Type) trigger
    1. Connect your Salesforce account
    2. Configure timer
    3. Select a Object Type
  3. Configure the Create Donation action
    1. Connect your NationBuilder account
    2. Configure Amount In Cents
    3. Optional- Select a Author Id
    4. Optional- Configure Billing Address 1
    5. Optional- Configure Billing Address 2
    6. Optional- Configure Billing Address 3
    7. Optional- Configure Billing Address City
    8. Optional- Configure Billing Address State
    9. Optional- Configure Billing Address Zip
    10. Optional- Configure Billing Address Country Code
    11. Optional- Configure Billing Address Lat
    12. Optional- Configure Billing Address Lng
    13. Optional- Configure Check Number
    14. Optional- Configure Corporate Contribution
    15. Select a Donor Id
    16. Optional- Configure Is Private
    17. Optional- Configure Note
    18. Optional- Select a Payment Type Name
    19. Optional- Configure Recruiter Name Or Email
    20. Optional- Configure Tracking Code Slug
    21. Optional- Configure Work Address 1
    22. Optional- Configure Work Address 2
    23. Optional- Configure Work Address 3
    24. Optional- Configure Work Address City
    25. Optional- Configure Work Address State
    26. Optional- Configure Work Address Zip
    27. Optional- Configure Work Address Country Code
    28. Optional- Configure Work Address Lat
    29. Optional- Configure Work Address Lng
    30. Optional- Configure ActBlue Order Number
    31. Optional- Select a Fec Type
    32. Optional- Configure Cycle
    33. Optional- Select a Period
  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 object type is deleted. [See the documentation](https://sforce.co/3msDDEE)
Version:0.1.0
Key:salesforce_rest_api-record-deleted-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 startCase from "lodash/startCase.js";
import common from "../common.mjs";

export default {
  ...common,
  type: "source",
  name: "New Deleted Record (Instant, of Selectable Type)",
  key: "salesforce_rest_api-record-deleted-instant",
  description: "Emit new event when a record of the selected object type is deleted. [See the documentation](https://sforce.co/3msDDEE)",
  version: "0.1.0",
  methods: {
    ...common.methods,
    generateWebhookMeta(data) {
      const nameField = this.getNameField();
      const { Old: oldObject } = data.body;
      const {
        LastModifiedDate: lastModifiedDate,
        Id: id,
        [nameField]: name,
      } = oldObject;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${name}`;
      const ts = Date.parse(lastModifiedDate);
      const compositeId = `${id}-${ts}`;
      return {
        id: compositeId,
        summary,
        ts,
      };
    },
    generateTimerMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    getEventType() {
      return "deleted";
    },
    async processTimerEvent(eventData) {
      const {
        startTimestamp,
        endTimestamp,
      } = eventData;
      const {
        deletedRecords,
        latestDateCovered,
      } = await this.salesforce.getDeletedForObjectType(
        this.objectType,
        startTimestamp,
        endTimestamp,
      );
      this.setLatestDateCovered(latestDateCovered);

      // When a record is deleted, the `getDeleted` API only shows the ID of the
      // deleted item and the date in which it was deleted.
      deletedRecords.forEach((item) => {
        const meta = this.generateTimerMeta(item);
        this.$emit(item, meta);
      });
    },
  },
};

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.

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

Description:Create a new donation with the provided data. [See the documentation](https://nationbuilder.com/donations_api)
Version:0.0.1
Key:nationbuilder-create-donation

NationBuilder Overview

NationBuilder is a comprehensive platform for community organizing, offering tools for website creation, donor management, and communication with the community. The NationBuilder API unlocks potent opportunities for automation and data management. On Pipedream, you can leverage this API to streamline interactions between NationBuilder and other services, automate contacts synchronization, trigger communications based on user activities, and more, all while enjoying the benefits of serverless workflows.

Action Code

import {
  ELECTION_CODES,
  FEC_CODES, PAYMENT_CODES,
} from "../../common/constants.mjs";
import nationbuilder from "../../nationbuilder.app.mjs";

export default {
  key: "nationbuilder-create-donation",
  name: "Create Donation",
  version: "0.0.1",
  description: "Create a new donation with the provided data. [See the documentation](https://nationbuilder.com/donations_api)",
  type: "action",
  props: {
    nationbuilder,
    amountInCents: {
      propDefinition: [
        nationbuilder,
        "amountInCents",
      ],
    },
    authorId: {
      propDefinition: [
        nationbuilder,
        "personId",
      ],
      label: "Author Id",
      description: "Id of the person who created the donation.",
      optional: true,
    },
    billingAddress1: {
      propDefinition: [
        nationbuilder,
        "registeredAddress1",
      ],
      label: "Billing Address 1",
      optional: true,
    },
    billingAddress2: {
      propDefinition: [
        nationbuilder,
        "registeredAddress2",
      ],
      label: "Billing Address 2",
      optional: true,
    },
    billingAddress3: {
      propDefinition: [
        nationbuilder,
        "registeredAddress3",
      ],
      label: "Billing Address 3",
      optional: true,
    },
    billingAddressCity: {
      propDefinition: [
        nationbuilder,
        "registeredAddressCity",
      ],
      label: "Billing Address City",
      description: "The city of the billing address.",
      optional: true,
    },
    billingAddressState: {
      propDefinition: [
        nationbuilder,
        "registeredAddressState",
      ],
      label: "Billing Address State",
      description: "The state of the billing address.",
      optional: true,
    },
    billingAddressZip: {
      propDefinition: [
        nationbuilder,
        "registeredAddressZip",
      ],
      label: "Billing Address Zip",
      description: "The zip code of the billing address.",
      optional: true,
    },
    billingAddressCountryCode: {
      propDefinition: [
        nationbuilder,
        "registeredAddressCountryCode",
      ],
      label: "Billing Address Country Code",
      description: "The country code of the billing address (using ISO-3166-1 alpha-2).",
      optional: true,
    },
    billingAddressLat: {
      propDefinition: [
        nationbuilder,
        "registeredAddressLat",
      ],
      label: "Billing Address Lat",
      description: "The latitude of the billing address (using WGS-84).",
      optional: true,
    },
    billingAddressLng: {
      propDefinition: [
        nationbuilder,
        "registeredAddressLng",
      ],
      label: "Billing Address Lng",
      description: "The longitude of the billing address (using WGS-84).",
      optional: true,
    },
    checkNumber: {
      propDefinition: [
        nationbuilder,
        "checkNumber",
      ],
      optional: true,
    },
    corporateContribution: {
      propDefinition: [
        nationbuilder,
        "corporateContribution",
      ],
      optional: true,
    },
    donorId: {
      propDefinition: [
        nationbuilder,
        "personId",
      ],
      label: "Donor Id",
      description: "The person id of the donor.",
    },
    isPrivate: {
      propDefinition: [
        nationbuilder,
        "isPrivate",
      ],
      optional: true,
    },
    note: {
      propDefinition: [
        nationbuilder,
        "note",
      ],
      optional: true,
    },
    paymentTypeName: {
      propDefinition: [
        nationbuilder,
        "paymentTypeName",
      ],
      optional: true,
    },
    recruiterNameOrEmail: {
      propDefinition: [
        nationbuilder,
        "recruiterNameOrEmail",
      ],
      optional: true,
    },
    trackingCodeSlug: {
      propDefinition: [
        nationbuilder,
        "trackingCodeSlug",
      ],
      optional: true,
    },
    workAddress1: {
      propDefinition: [
        nationbuilder,
        "registeredAddress1",
      ],
      label: "Work Address 1",
      optional: true,
    },
    workAddress2: {
      propDefinition: [
        nationbuilder,
        "registeredAddress2",
      ],
      label: "Work Address 2",
      optional: true,
    },
    workAddress3: {
      propDefinition: [
        nationbuilder,
        "registeredAddress3",
      ],
      label: "Work Address 3",
      optional: true,
    },
    workAddressCity: {
      propDefinition: [
        nationbuilder,
        "registeredAddressCity",
      ],
      label: "Work Address City",
      description: "The city of the work address.",
      optional: true,
    },
    workAddressState: {
      propDefinition: [
        nationbuilder,
        "registeredAddressState",
      ],
      label: "Work Address State",
      description: "The state of the work address.",
      optional: true,
    },
    workAddressZip: {
      propDefinition: [
        nationbuilder,
        "registeredAddressZip",
      ],
      label: "Work Address Zip",
      description: "The zip code of the work address.",
      optional: true,
    },
    workAddressCountryCode: {
      propDefinition: [
        nationbuilder,
        "registeredAddressCountryCode",
      ],
      label: "Work Address Country Code",
      description: "The country code of the work address (using ISO-3166-1 alpha-2).",
      optional: true,
    },
    workAddressLat: {
      propDefinition: [
        nationbuilder,
        "registeredAddressLat",
      ],
      label: "Work Address Lat",
      description: "The latitude of the work address (using WGS-84).",
      optional: true,
    },
    workAddressLng: {
      propDefinition: [
        nationbuilder,
        "registeredAddressLng",
      ],
      label: "Work Address Lng",
      description: "The longitude of the work address (using WGS-84).",
      optional: true,
    },
    actblueOrderNumber: {
      propDefinition: [
        nationbuilder,
        "actblueOrderNumber",
      ],
      optional: true,
    },
    fecType: {
      propDefinition: [
        nationbuilder,
        "fecType",
      ],
      optional: true,
    },
    cycle: {
      propDefinition: [
        nationbuilder,
        "cycle",
      ],
      optional: true,
    },
    period: {
      propDefinition: [
        nationbuilder,
        "period",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      nationbuilder,
      amountInCents,
      authorId,
      billingAddress1,
      billingAddress2,
      billingAddress3,
      billingAddressCity,
      billingAddressState,
      billingAddressZip,
      billingAddressCountryCode,
      billingAddressLat,
      billingAddressLng,
      checkNumber,
      corporateContribution,
      donorId,
      isPrivate,
      paymentTypeName,
      recruiterNameOrEmail,
      trackingCodeSlug,
      workAddress1,
      workAddress2,
      workAddress3,
      workAddressCity,
      workAddressState,
      workAddressZip,
      workAddressCountryCode,
      workAddressLat,
      workAddressLng,
      actblueOrderNumber,
      fecType,
      cycle,
      period,
      ...data
    } = this;

    const response = await nationbuilder.createDonation({
      $,
      data: {
        donation: {
          amount_in_cents: amountInCents,
          author_id: authorId,
          billing_address: {
            address1: billingAddress1,
            address2: billingAddress2,
            address3: billingAddress3,
            city: billingAddressCity,
            state: billingAddressState,
            zip: billingAddressZip,
            country_code: billingAddressCountryCode,
            lat: billingAddressLat,
            lng: billingAddressLng,
          },
          check_number: checkNumber,
          corporate_contribution: corporateContribution,
          donor_id: donorId,
          is_private: isPrivate,
          payment_type_name: paymentTypeName,
          payment_type_ngp_code: PAYMENT_CODES[paymentTypeName],
          recruiter_name_or_email: recruiterNameOrEmail,
          tracking_code_slug: trackingCodeSlug,
          work_address: {
            address1: workAddress1,
            address2: workAddress2,
            address3: workAddress3,
            city: workAddressCity,
            state: workAddressState,
            zip: workAddressZip,
            country_code: workAddressCountryCode,
            lat: workAddressLat,
            lng: workAddressLng,
          },
          actblue_order_number: actblueOrderNumber,
          fec_type: fecType,
          fec_type_ngp_code: FEC_CODES[fecType],
          election: {
            cycle,
            period,
            period_ngp_code: ELECTION_CODES[period],
          },
          ...data,
        },
      },
    });

    $.export("$summary", `A new donation with Id: ${response.donation?.id} was successfully created!`);
    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.

LabelPropTypeDescription
NationBuildernationbuilderappThis component uses the NationBuilder app.
Amount In CentsamountInCentsinteger

Amount of donation in cents.

Author IdauthorIdstringSelect a value from the drop down menu.
Billing Address 1billingAddress1string

First Address Line.

Billing Address 2billingAddress2string

Second Address Line.

Billing Address 3billingAddress3string

Third Address Line.

Billing Address CitybillingAddressCitystring

The city of the billing address.

Billing Address StatebillingAddressStatestring

The state of the billing address.

Billing Address ZipbillingAddressZipstring

The zip code of the billing address.

Billing Address Country CodebillingAddressCountryCodestring

The country code of the billing address (using ISO-3166-1 alpha-2).

Billing Address LatbillingAddressLatstring

The latitude of the billing address (using WGS-84).

Billing Address LngbillingAddressLngstring

The longitude of the billing address (using WGS-84).

Check NumbercheckNumberstring

Check/wire/MO number.

Corporate ContributioncorporateContributionboolean

True if the donation is a corporate contribution.

Donor IddonorIdstringSelect a value from the drop down menu.
Is PrivateisPrivateboolean

False if the donation should be posted publicly on the site.

Notenotestring

a note for this donation.

Payment Type NamepaymentTypeNamestringSelect a value from the drop down menu:CashCredit CardCheckMoney OrderEFTIn-KindWire TransferOtherSquareActBlueGoogle PayApple Pay
Recruiter Name Or EmailrecruiterNameOrEmailstring

Recruiter's name or email address (will also be credited as the fundraiser for this donation).

Tracking Code SlugtrackingCodeSlugstring

Tracking code for this donation.

Work Address 1workAddress1string

First Address Line.

Work Address 2workAddress2string

Second Address Line.

Work Address 3workAddress3string

Third Address Line.

Work Address CityworkAddressCitystring

The city of the work address.

Work Address StateworkAddressStatestring

The state of the work address.

Work Address ZipworkAddressZipstring

The zip code of the work address.

Work Address Country CodeworkAddressCountryCodestring

The country code of the work address (using ISO-3166-1 alpha-2).

Work Address LatworkAddressLatstring

The latitude of the work address (using WGS-84).

Work Address LngworkAddressLngstring

The longitude of the work address (using WGS-84).

ActBlue Order NumberactblueOrderNumberinteger

ActBlue order number.

Fec TypefecTypestringSelect a value from the drop down menu:ContributionExempt legal expenseOffsetsDebt owed to committeeInterestLoanLoan from candidateTransferOther
Cyclecycleinteger

Election cycle.

PeriodperiodstringSelect a value from the drop down menu:ConventionRecountGeneralPrevious CampaignPrimaryPresidential PrimaryRunoffSpecialUnknownOther

Action Authentication

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

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

default

About NationBuilder

Human-centric technology for your nonprofit, cause, campaign and movement.

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