← Salesforce + Mailbluster integrations

Create New Lead with Mailbluster 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 New Lead with the Mailbluster API
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Getting Started

This integration creates a workflow with a Salesforce trigger and Mailbluster 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
  3. Configure the Create New Lead action
    1. Connect your Mailbluster account
    2. Configure Email
    3. Configure Subscribed
    4. Optional- Configure First Name
    5. Optional- Configure Last Name
    6. Optional- Configure Fields
    7. Optional- Configure Timezone
    8. Optional- Configure IP Address
    9. Optional- Configure Double Opt-In
    10. Optional- Configure Tags
    11. Optional- Configure Override Existing
  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:0.2.0
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 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.
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.

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 lead. [See the documentation](https://app.mailbluster.com/api-doc/leads)
Version:0.0.2
Key:mailbluster-create-lead

Mailbluster Overview

Mailbluster is an API for managing email marketing campaigns, allowing for the creation, sending, and tracking of email newsletters. With Pipedream, you can automate workflows involving Mailbluster to send personalized emails, sync subscriber lists, and analyze campaign performance without the need to write code. By leveraging Pipedream's serverless platform, you can connect Mailbluster with various apps, set up triggers based on certain conditions, and create complex email sequences effortlessly.

Action Code

import mailbluster from "../../app/mailbluster.app.mjs";
export default {
    key: "mailbluster-create-lead",
    name: "Create New Lead",
    description: "Create a new lead. [See the documentation](https://app.mailbluster.com/api-doc/leads)",
    type: "action",
    version: "0.0.2",
    props: {
        mailbluster,
        email: {
            type: "string",
            label: "Email",
            description: "Email address of the lead.",
        },
        subscribed: {
            type: "boolean",
            label: "Subscribed",
            description: "Lead is subscribed to receive email or not.",
        },
        firstName: {
            type: "string",
            label: "First Name",
            description: "First name of the lead.",
            optional: true,
        },
        lastName: {
            type: "string",
            label: "Last Name",
            description: "Last name of the lead.",
            optional: true,
        },
        fields: {
            type: "object",
            label: "Fields",
            description: "An object containing field information of the lead. Field merge tag is the key and field value is the value.",
            optional: true,
        },
        timezone: {
            type: "string",
            label: "Timezone",
            description: "Timezone of the lead. View supported timezones from [here](https://app.mailbluster.com/pages/timezones).",
            optional: true,
        },
        ipAddress: {
            type: "string",
            label: "IP Address",
            description: "IP address of the lead. IP address is used to find country, city, latitude, longitude, timezone (if no timezone is given) etc of this lead & store them as `meta`.",
            optional: true,
        },
        doubleOptIn: {
            type: "boolean",
            label: "Double Opt-In",
            description: "If true, the lead will receive the opt-in confirmation email.",
            optional: true,
        },
        tags: {
            type: "string[]",
            label: "Tags",
            description: "Tag(s) name of the lead. For each tag, if tag already exists, it will be only attached to the lead. Otherwise, it will be created first and then get attached.",
            optional: true,
        },
        overrideExisting: {
            type: "boolean",
            label: "Override Existing",
            description: "If lead exists, should it get overridden? Before creating a lead, we will try to find whether the lead already exists in the system using the provided email. This param controls if lead is found, we should override the lead info or throw an error message.",
            optional: true,
        },
    },
    async run({ $ }) {
        const { mailbluster, ...data } = this;
        const response = await mailbluster.createLead({
            $,
            data,
        });
        $.export("$summary", `Lead ${data.firstName} ${data.lastName} 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
MailblustermailblusterappThis component uses the Mailbluster app.
Emailemailstring

Email address of the lead.

Subscribedsubscribedboolean

Lead is subscribed to receive email or not.

First NamefirstNamestring

First name of the lead.

Last NamelastNamestring

Last name of the lead.

Fieldsfieldsobject

An object containing field information of the lead. Field merge tag is the key and field value is the value.

Timezonetimezonestring

Timezone of the lead. View supported timezones from here.

IP AddressipAddressstring

IP address of the lead. IP address is used to find country, city, latitude, longitude, timezone (if no timezone is given) etc of this lead & store them as meta.

Double Opt-IndoubleOptInboolean

If true, the lead will receive the opt-in confirmation email.

Tagstagsstring[]

Tag(s) name of the lead. For each tag, if tag already exists, it will be only attached to the lead. Otherwise, it will be created first and then get attached.

Override ExistingoverrideExistingboolean

If lead exists, should it get overridden? Before creating a lead, we will try to find whether the lead already exists in the system using the provided email. This param controls if lead is found, we should override the lead info or throw an error message.

Action Authentication

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

To retrieve your API keys,

  • Navigate to your Mailbluster account and sign in
  • Go to “Settings” > “API keys”

About Mailbluster

Super cost-effective #Emailmarketing software via AmazonSES.

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