← Microsoft Azure SQL Database + Salesforce integrations

Add Lead to Campaign with Salesforce API on New or Updated Row from Microsoft Azure SQL Database API

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Trigger workflow on
New or Updated Row from the Microsoft Azure SQL Database API
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Add Lead to Campaign with the Salesforce API
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Getting Started

This integration creates a workflow with a Microsoft Azure SQL Database trigger and Salesforce 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 or Updated Row trigger
    1. Connect your Microsoft Azure SQL Database account
    2. Configure timer
    3. Select a Table
    4. Select a Column
    5. Select a Timestamp Column
  3. Configure the Add Lead to Campaign action
    1. Connect your Salesforce account
    2. Select a Campaign ID
    3. Select a Lead ID
  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:Triggers when a new row is added or an existing row is updated.
Version:0.0.5
Key:azure_sql-new-or-updated-row

Microsoft Azure SQL Database Overview

The Microsoft Azure SQL Database API allows you to manage and interact with your SQL databases hosted on Azure directly from Pipedream. It provides a serverless way to run SQL queries, manage tables, and handle database management tasks. You can create, read, update, and delete database records, execute stored procedures, and perform a variety of other SQL operations. Leveraging this API on Pipedream enables you to automate workflows, respond to database events in real-time, and integrate with countless other apps and services.

Trigger Code

import { v4 as uuidv4 } from "uuid";
import common from "../common/common.mjs";

export default {
  ...common,
  key: "azure_sql-new-or-updated-row",
  name: "New or Updated Row",
  description: "Triggers when a new row is added or an existing row is updated.",
  type: "source",
  version: "0.0.5",
  dedupe: "unique",
  props: {
    ...common.props,
    table: {
      propDefinition: [
        common.props.app,
        "table",
      ],
    },
    column: {
      description: "The column is used to create a raw number for pagination.",
      propDefinition: [
        common.props.app,
        "column",
        ({ table }) => ({
          table,
        }),
      ],
    },
    timestampColumn: {
      propDefinition: [
        common.props.app,
        "column",
        ({ table }) => ({
          table,
        }),
      ],
      label: "Timestamp Column",
      description: "A datetime column, such as 'date_updated' or 'last_modified' that is set to the current datetime when a row is updated.",
    },
  },
  methods: {
    ...common.methods,
    getResourceName() {
      return "recordset";
    },
    getResourceFn() {
      return this.app.listResources;
    },
    getResourceFnArgs() {
      const {
        table,
        column,
      } = this;
      return {
        table,
        column,
      };
    },
    generateMeta() {
      return {
        id: uuidv4(),
        summary: "New Row Added/Updated",
        ts: Date.now(),
      };
    },
    processResources(resources) {
      const lastTs = this.getLastTs();
      let maxTs = lastTs;

      for (const resource of resources) {
        delete resource.pdId;
        const ts = Date.parse(resource[this.timestampColumn]);
        if (ts > lastTs) {
          this.$emit(resource, this.generateMeta(resource));
          if (ts > maxTs) {
            maxTs = ts;
          }
        }
      }

      this.setLastTs(maxTs);
    },
  },
};

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
Microsoft Azure SQL DatabaseappappThis component uses the Microsoft Azure SQL Database app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
TabletablestringSelect a value from the drop down menu.
ColumncolumnstringSelect a value from the drop down menu.
Timestamp ColumntimestampColumnstringSelect a value from the drop down menu.

Trigger Authentication

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

Before you connect to your Microsoft Azure SQL database from Pipedream, please make sure your database is either:

  1. Accessible from the public internet (You may need to add a firewall rule on 0.0.0.0/0 on port 1433), or
  2. Accessible from a static IP that you've configured from a VPC in Pipedream, and enabled the workflow to connect through that VPC

About Microsoft Azure SQL Database

Build apps that scale with managed and intelligent SQL database in the cloud.

Action

Description:Adds an existing lead to an existing campaign. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)
Version:0.1.0
Key:salesforce_rest_api-add-lead-to-campaign

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.

Action Code

import salesforce from "../../salesforce_rest_api.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "salesforce_rest_api-add-lead-to-campaign",
  name: "Add Lead to Campaign",
  description: "Adds an existing lead to an existing campaign. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.object_reference.meta/object_reference/sforce_api_objects_campaignmember.htm)",
  version: "0.1.0",
  type: "action",
  props: {
    salesforce,
    campaignId: {
      propDefinition: [
        salesforce,
        "recordId",
        () => ({
          objType: "Campaign",
          nameField: "Name",
        }),
      ],
      label: "Campaign ID",
      description: "The Campaign to add a Lead to.",
    },
    leadId: {
      propDefinition: [
        salesforce,
        "recordId",
        () => ({
          objType: "Lead",
          nameField: "Name",
        }),
      ],
      label: "Lead ID",
      description: "The Lead to add to the selected Campaign.",
    },
  },
  async run({ $ }) {
    const {
      salesforce, campaignId, leadId,
    } = this;
    const response = await salesforce.createObject({
      $,
      objectType: constants.OBJECT_TYPE.CAMPAIGN_MEMBER,
      data: {
        CampaignId: campaignId,
        LeadId: leadId,
      },
    });
    $.export("$summary", `Successfully added lead (ID: ${leadId}) to campaign (ID: ${campaignId})`);
    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
SalesforcesalesforceappThis component uses the Salesforce app.
Campaign IDcampaignIdstringSelect a value from the drop down menu.
Lead IDleadIdstringSelect a value from the drop down menu.

Action 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

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