← GitHub + Salesforce integrations

Add Contact to Campaign with Salesforce API on Project Item Status Changed from GitHub API

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Project Item Status Changed from the GitHub API
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Add Contact to Campaign with the Salesforce API
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Getting Started

This integration creates a workflow with a GitHub 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 Project Item Status Changed trigger
    1. Connect your GitHub account
    2. Select a Organization
    3. Optional- Select a repo
    4. Select a Project V2
    5. Optional- Select one or more Item Status
    6. Optional- Select one or more Filter Item Type
  3. Configure the Add Contact to Campaign action
    1. Connect your Salesforce account
    2. Select a Campaign ID
    3. Select a Contact 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:Emit new event when a project item is tagged with a specific status. Currently supports Organization Projects only. [More information here](https://docs.github.com/en/issues/planning-and-tracking-with-projects/managing-items-in-your-project/adding-items-to-your-project)
Version:0.1.8
Key:github-new-issue-with-status

GitHub Overview

The GitHub API is a powerful gateway to interaction with GitHub's vast web of data and services, offering a suite of endpoints to manipulate and retrieve information on repositories, pull requests, issues, and more. Harnessing this API on Pipedream, you can orchestrate automated workflows that respond to events in real-time, manage repository data, streamline collaborative processes, and connect GitHub with other services for a more integrated development lifecycle.

Trigger Code

import queries from "../../common/queries.mjs"; import common from "../common/common-webhook-orgs.mjs"; import constants from "../common/constants.mjs"; import { getRelevantHeaders } from "../common/utils.mjs"; export default { ...common, key: "github-new-issue-with-status", name: "Project Item Status Changed", description: "Emit new event when a project item is tagged with a specific status. Currently supports Organization Projects only. [More information here](https://docs.github.com/en/issues/planning-and-tracking-with-projects/managing-items-in-your-project/adding-items-to-your-project)", version: "0.1.8", type: "source", dedupe: "unique", props: { ...common.props, repo: { ...common.props.repo, label: common.props.repo.label, description: common.props.repo.description, optional: true, }, project: { propDefinition: [ common.props.github, "projectV2", (c) => ({ org: c.org, repo: c?.repo, }), ], }, status: { propDefinition: [ common.props.github, "status", (c) => ({ org: c.org, repo: c?.repo, project: c.project, }), ], optional: true, }, itemType: { type: "string[]", label: "Filter Item Type", description: "The item type(s) to emit events or. If not specified, events will be emitted for all item types.", optional: true, options: constants.PROJECT_ITEM_TYPES, }, }, methods: { ...common.methods, getWebhookEvents() { return [ "projects_v2_item", ]; }, generateMeta(item, statusName) { const { id } = item; const ts = Date.parse(item.updated_at); return { id: `${id}-${ts}`, summary: `Item #${id} to status "${statusName}"`, ts, }; }, isRelevant(event) { const fieldChanged = event.changes?.field_value?.field_name; if (fieldChanged !== "Status") { return; } let isRelevant = true; let message = ""; const statusId = event.changes.field_value.to.id; const itemType = event.projects_v2_item.content_type; if (this.status?.length && !this.status.includes(statusId)) { const statusName = event.changes.field_value.to.name; message = `Status "${statusName}". Skipping...`; isRelevant = false; } else if (this.itemType?.length && !this.itemType.includes(itemType)) { message = `Item type "${itemType}". Skipping...`; isRelevant = false; } if (message) console.log(message); return isRelevant; }, async getProjectItem({ nodeId }) { const { node } = await this.github.graphql(queries.projectItemQuery, { nodeId, }); return node; }, async processEvent({ event, headers, }) { const item = event.projects_v2_item; if (!this.isRelevant(event)) { return; } console.log(`Emitting item #${item.id}`); const statusName = event.changes.field_value.to.name; const meta = this.generateMeta(item, statusName); this.$emit({ ...event, ...getRelevantHeaders(headers), }, meta); }, }, async run({ body: event, headers, }) { if (event.zen) { console.log(event.zen); return; } await this.processEvent({ event, headers, }); }, }; 

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
GitHubgithubappThis component uses the GitHub app.
OrganizationorgstringSelect a value from the drop down menu.
repostringSelect a value from the drop down menu.
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.
Project V2projectintegerSelect a value from the drop down menu.
Item Statusstatusstring[]Select a value from the drop down menu.
Filter Item TypeitemTypestring[]Select a value from the drop down menu:IssuePullRequestDraftIssue

Trigger Authentication

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

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

reporead:orgadmin:org_hookgistprojectnotificationsread:userwrite:discussionadmin:repo_hook

About GitHub

Where the world builds software. Millions of developers and companies build, ship, and maintain their software on GitHub—the largest and most advanced development platform in the world.

Action

Description:Adds an existing contact 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:0.1.3
Key:salesforce_rest_api-add-contact-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-contact-to-campaign", name: "Add Contact to Campaign", description: "Adds an existing contact 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: "0.1.3", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, type: "action", props: { salesforce, campaignId: { propDefinition: [ salesforce, "recordId", () => ({ objType: "Campaign", nameField: "Name", }), ], label: "Campaign ID", description: "The Campaign to add a Contact to.", }, contactId: { propDefinition: [ salesforce, "recordId", () => ({ objType: "Contact", nameField: "Name", }), ], label: "Contact ID", description: "The Contact to add to the selected Campaign.", }, }, async run({ $ }) { const { salesforce, campaignId, contactId, } = this; const response = await salesforce.createObject({ $, objectType: constants.OBJECT_TYPE.CAMPAIGN_MEMBER, data: { CampaignId: campaignId, ContactId: contactId, }, }); $.export("$summary", `Successfully added contact (ID: ${contactId}) 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.
Contact IDcontactIdstringSelect 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

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

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