Create or Update Contact with AttractWell 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 or Update Contact with the AttractWell API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and AttractWell 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 or Update Contact action
1. Connect your AttractWell account
2. Optional- Configure Email
3. Optional- Configure Mobile Phone
4. Optional- Configure First Name
5. Optional- Configure Last Name
6. Optional- Configure Contact Type
7. Select a Rating
8. Optional- Configure Work Phone
9. Optional- Configure Home Phone
10. Optional- Configure Street Address
11. Optional- Configure City
12. Optional- Configure State
13. Optional- Configure Postal Code
14. Optional- Configure Country
15. Optional- Configure Company Name
16. Optional- Configure Title
17. Configure Send Campaigns By Email
18. Configure Send Campaigns By Text
19. Configure Opted Into Email
20. Configure Opted Into Text
21. Optional- Select one or more Tags to Add
22. Optional- Select one or more Tags to Remove
23. Optional- Select one or more Campaigns to Add
24. Optional- Select one or more Campaigns to Add or Restart
25. Optional- Select one or more Campaigns to Remove
26. Optional- Select one or more Offline Campaigns To Add
27. Optional- Select one or more Offline Campaigns To Remove
28. Optional- Select one or more Add To Vaults
29. Optional- Select one or more Add To Vaults For Free
30. Optional- Select one or more Remove from Vaults
31. Optional- Select one or more Automations To Run
32. Configure May Access Member Area
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 or Update Contact on AttractWell

Description:Creates or updates a contact with the provided identification and contact details.

Version:0.0.1

Key:attractwell-create-update-contact

View on GitHub

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import app from "../../attractwell.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "attractwell-create-update-contact",
  name: "Create or Update Contact",
  description: "Creates or updates a contact with the provided identification and contact details.",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    email: {
      type: "string",
      label: "Email",
      description: "The email address of the contact.",
      optional: true,
    },
    mobilePhone: {
      type: "string",
      label: "Mobile Phone",
      description: "The mobile phone number of the contact.",
      optional: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the contact.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the contact.",
      optional: true,
    },
    contactType: {
      type: "string",
      label: "Contact Type",
      description: "The type of the contact.",
      optional: true,
    },
    rating: {
      type: "string",
      label: "Rating",
      description: "The rating of the contact. From `0` (coldest) to `5` (hottest). You'll get periodic reminders of which contacts to reach out to more often if you choose a higher rating, or not at all if you pick `0`.",
      default: "0",
      options: [
        {
          value: "0",
          label: "No reminders",
        },
        {
          value: "1",
          label: "Annual reminders",
        },
        {
          value: "2",
          label: "Quarterly reminders",
        },
        {
          value: "3",
          label: "Monthly reminders",
        },
        {
          value: "4",
          label: "Weekly reminders",
        },
        {
          value: "5",
          label: "Reminders every 3 days",
        },
      ],
    },
    workPhone: {
      type: "string",
      label: "Work Phone",
      description: "The work phone number of the contact.",
      optional: true,
    },
    homePhone: {
      type: "string",
      label: "Home Phone",
      description: "The home phone number of the contact.",
      optional: true,
    },
    address1: {
      type: "string",
      label: "Street Address",
      description: "The street address of the contact.",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "The city of the contact.",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "The state of the contact.",
      optional: true,
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "The postal code of the contact.",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "The country of the contact.",
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "The company name of the contact.",
      optional: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the contact.",
      optional: true,
    },
    campaignContactEmail: {
      type: "boolean",
      label: "Send Campaigns By Email",
      description: "The campaign contact email setting.",
      default: true,
    },
    campaignContactText: {
      type: "boolean",
      label: "Send Campaigns By Text",
      description: "The campaign contact text setting.",
      default: false,
    },
    receiveMarketingEmail: {
      type: "boolean",
      label: "Opted Into Email",
      description: "The receive marketing email setting.",
      default: true,
    },
    receiveMarketingText: {
      type: "boolean",
      label: "Opted Into Text",
      description: "The receive marketing text setting.",
      default: true,
    },
    tagsToAdd: {
      type: "string[]",
      label: "Tags to Add",
      description: "Tags to add to the contact.",
      propDefinition: [
        app,
        "tag",
      ],
    },
    tagsToRemove: {
      type: "string[]",
      label: "Tags to Remove",
      description: "Tags to remove from the contact.",
      propDefinition: [
        app,
        "tag",
      ],
    },
    campaignsToAdd: {
      type: "string[]",
      label: "Campaigns to Add",
      description: "If a contact isn't already receiving a campaign, start sending these campaigns to them.",
      propDefinition: [
        app,
        "campaignId",
      ],
    },
    campaignsToAddOrRestart: {
      type: "string[]",
      label: "Campaigns to Add or Restart",
      description: "If a contact is already receiving a campaign, restart these campaigns.  If a contact is not receiving a campaign, start sending these campaigns to them.",
      propDefinition: [
        app,
        "campaignId",
      ],
    },
    campaignsToRemove: {
      type: "string[]",
      label: "Campaigns to Remove",
      description: "Campaigns to remove from the contact.",
      propDefinition: [
        app,
        "campaignId",
      ],
    },
    offlineCampaignsToAdd: {
      type: "string[]",
      label: "Offline Campaigns To Add",
      description: "Offline campaigns to add to the contact.",
      propDefinition: [
        app,
        "campaignId",
      ],
    },
    offlineCampaignsToRemove: {
      type: "string[]",
      label: "Offline Campaigns To Remove",
      description: "Offline campaigns to remove from the contact.",
      propDefinition: [
        app,
        "campaignId",
      ],
    },
    addToVaults: {
      type: "string[]",
      label: "Add To Vaults",
      description: "Give Access To Vault (Contact Still Must Pay For Paid Vaults).",
      propDefinition: [
        app,
        "vaultId",
      ],
    },
    addToVaultsForFree: {
      type: "string[]",
      label: "Add To Vaults For Free",
      description: "Give Access To Vault For Free (Contact Gets Free Access To Paid Vaults).",
      propDefinition: [
        app,
        "vaultId",
      ],
    },
    removeFromVaults: {
      type: "string[]",
      label: "Remove from Vaults",
      description: "Vaults to remove the contact from.",
      propDefinition: [
        app,
        "vaultId",
      ],
    },
    automationsToRun: {
      type: "string[]",
      label: "Automations To Run",
      description: "Automations to run for the contact.",
      propDefinition: [
        app,
        "automationId",
      ],
    },
    mayAccessMemberArea: {
      type: "boolean",
      label: "May Access Member Area",
      description: "Whether the user may access or is banned from the member area. If this is set to `true`, they only are able to access the member area if they are also assigned to one or more vaults.",
      default: true,
    },
  },
  methods: {
    fromBooleanToInt(value) {
      return value === true
        ? 1
        : 0;
    },
    createOrUpdateContact(args = {}) {
      return this.app.post({
        path: "/contacts",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      fromBooleanToInt,
      createOrUpdateContact,
      email,
      mobilePhone,
      firstName,
      lastName,
      contactType,
      rating,
      workPhone,
      homePhone,
      address1,
      city,
      state,
      postalCode,
      country,
      companyName,
      title,
      campaignContactEmail,
      campaignContactText,
      receiveMarketingEmail,
      receiveMarketingText,
      tagsToAdd,
      tagsToRemove,
      campaignsToAdd,
      campaignsToRemove,
      offlineCampaignsToAdd,
      offlineCampaignsToRemove,
      addToVaults,
      addToVaultsForFree,
      removeFromVaults,
      automationsToRun,
      campaignsToAddOrRestart,
      mayAccessMemberArea,
    } = this;

    if (!email && !mobilePhone) {
      throw new ConfigurationError("Either **Email** or **Mobile Phone** is required.");
    }

    const response = await createOrUpdateContact({
      $,
      data: {
        contact_source: "API",
        email,
        mobile_phone: mobilePhone,
        first_name: firstName,
        last_name: lastName,
        contact_type: contactType,
        rating: parseInt(rating, 10),
        work_phone: workPhone,
        home_phone: homePhone,
        address1,
        city,
        state,
        postal_code: postalCode,
        country,
        company_name: companyName,
        title,
        campaign_contact_email: fromBooleanToInt(campaignContactEmail),
        campaign_contact_text: fromBooleanToInt(campaignContactText),
        receive_marketing_email: fromBooleanToInt(receiveMarketingEmail),
        receive_marketing_text: fromBooleanToInt(receiveMarketingText),
        tags_to_add: utils.parseArray(tagsToAdd),
        tags_to_remove: utils.parseArray(tagsToRemove),
        campaigns_to_add: campaignsToAdd,
        campaigns_to_remove: campaignsToRemove,
        offline_campaigns_to_add: offlineCampaignsToAdd,
        offline_campaigns_to_remove: offlineCampaignsToRemove,
        add_to_vaults: addToVaults,
        add_to_vaults_for_free: addToVaultsForFree,
        remove_from_vaults: removeFromVaults,
        automations_to_run: automationsToRun,
        campaigns_to_add_or_restart: campaignsToAddOrRestart,
        may_access_member_area: fromBooleanToInt(mayAccessMemberArea),
      },
    });
    $.export("$summary", `Successfully created or updated contact with ID \`${response.results.contact_id}\`.`);
    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.

Label	Prop	Type	Description
AttractWell	`app`	`app`	This component uses the AttractWell app.
Email	`email`	`string`	The email address of the contact.
Mobile Phone	`mobilePhone`	`string`	The mobile phone number of the contact.
First Name	`firstName`	`string`	The first name of the contact.
Last Name	`lastName`	`string`	The last name of the contact.
Contact Type	`contactType`	`string`	The type of the contact.
Rating	`rating`	`string`	Select a value from the drop down menu:`{ "value": "0", "label": "No reminders" }{ "value": "1", "label": "Annual reminders" }{ "value": "2", "label": "Quarterly reminders" }{ "value": "3", "label": "Monthly reminders" }{ "value": "4", "label": "Weekly reminders" }{ "value": "5", "label": "Reminders every 3 days" }`
Work Phone	`workPhone`	`string`	The work phone number of the contact.
Home Phone	`homePhone`	`string`	The home phone number of the contact.
Street Address	`address1`	`string`	The street address of the contact.
City	`city`	`string`	The city of the contact.
State	`state`	`string`	The state of the contact.
Postal Code	`postalCode`	`string`	The postal code of the contact.
Country	`country`	`string`	The country of the contact.
Company Name	`companyName`	`string`	The company name of the contact.
Title	`title`	`string`	The title of the contact.
Send Campaigns By Email	`campaignContactEmail`	`boolean`	The campaign contact email setting.
Send Campaigns By Text	`campaignContactText`	`boolean`	The campaign contact text setting.
Opted Into Email	`receiveMarketingEmail`	`boolean`	The receive marketing email setting.
Opted Into Text	`receiveMarketingText`	`boolean`	The receive marketing text setting.
Tags to Add	`tagsToAdd`	`string[]`	Select a value from the drop down menu.
Tags to Remove	`tagsToRemove`	`string[]`	Select a value from the drop down menu.
Campaigns to Add	`campaignsToAdd`	`string[]`	Select a value from the drop down menu.
Campaigns to Add or Restart	`campaignsToAddOrRestart`	`string[]`	Select a value from the drop down menu.
Campaigns to Remove	`campaignsToRemove`	`string[]`	Select a value from the drop down menu.
Offline Campaigns To Add	`offlineCampaignsToAdd`	`string[]`	Select a value from the drop down menu.
Offline Campaigns To Remove	`offlineCampaignsToRemove`	`string[]`	Select a value from the drop down menu.
Add To Vaults	`addToVaults`	`string[]`	Select a value from the drop down menu.
Add To Vaults For Free	`addToVaultsForFree`	`string[]`	Select a value from the drop down menu.
Remove from Vaults	`removeFromVaults`	`string[]`	Select a value from the drop down menu.
Automations To Run	`automationsToRun`	`string[]`	Select a value from the drop down menu.
May Access Member Area	`mayAccessMemberArea`	`boolean`	Whether the user may access or is banned from the member area. If this is set to `true`, they only are able to access the member area if they are also assigned to one or more vaults.

Action Authentication#

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

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

About AttractWell#

Grow Your Coaching Business Faster With Funnels, Blog, Website, CRM, Courses, Payments, Email & Text Marketing, Follow-Up System, Zoom, and More.

More Ways to Connect AttractWell + Salesforce#

Other Popular Integrations#

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Developers ♥ Pipedream

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