Commit graph

16 commits

Author SHA1 Message Date
kilo-code-bot[bot]
05f2daad4b
Add 'Registered for a conference' intent signal (#41919)
## Summary

- Adds `'Registered for a conference'` to the `intentSignal` `isIn`
array in three files:
- `website/api/helpers/salesforce/create-historical-event.js` — between
`'Signed up for Fleet event'` and `'Engaged with Fleetie at event'`
- `website/api/controllers/webhooks/receive-from-clay.js` — between
`'Signed up for Fleet event'` and `'Engaged with Fleetie at event'`
-
`website/api/helpers/salesforce/update-or-create-contact-and-account.js`
— added to the `isIn` array
- This replaces the incorrect approach in PR #41918, which added the
signal to the handbook markdown table instead of the code where intent
signals are validated.

---

Built for [Sam
Pfluger](https://fleetdm.slack.com/archives/D0AF8QFBVHB/p1773789580384389?thread_ts=1773788922.891409&cid=D0AF8QFBVHB)
by [Kilo for Slack](https://kilo.ai/features/slack-integration)

---------

Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com>
Co-authored-by: Sam Pfluger <[email protected]>
2026-03-18 08:21:50 -05:00
Eric
b4cd1d0425
Website: Update accepted intentSignal values in createHistoricalEvent helper (#41884)
Changes:
- updated the accepted `intentSignal` values in the
createHistoricalEvent helper
2026-03-17 14:32:11 -05:00
Eric
46bc7dc880
Website: add whitepaper article template page (#41405)
Changes:
- Updated `build-static-content` to support a new article category:
`whitepaper`
- Added a new article template page: `basic-whitepaper.ejs`.
- Added `deliver-whitepaper-download-request`, an action that
creates/updates a contact and account in the CRM and creates a
historical event when a user submits a form to download a whitepaper.
- Updated the "News" link in the website's header navigation to be
"Resources / Blog", and changed the link to /articles
- Added a link to the whitepapers category page (/whitepapers) to the
side bar navigation on article category pages
- Added a whitepaper article: "Modern endpoint management: Managing
devices as code"
2026-03-11 12:37:23 -05:00
Eric
358d61192b
Website: Create historical events for signups (#39429)
Closes: https://github.com/fleetdm/fleet/issues/38375

Changes:
- Added a new intent signal value to the create-historical-event helper
- Updated the signup action to create a historical event when new users
sign up.
2026-02-05 15:26:31 -06:00
Eric
2726843403
Website: Update deliver-gitops-workshop-request (#39333)
Closes: https://github.com/fleetdm/confidential/issues/13968

Changes:
- Updated the `deliver-gitops-workshop-request` action to create a
historical event record
- Added a new intent signal to the create historical event helper
2026-02-05 15:08:50 -06:00
Eric
c4f8ded657
Website: Update values to match CRM picklist values (#38734)
Changes:
- Updated the accepted `intentSingal` values in the receive-from-clay
webhook and the createHistoricalEvent helper to match the picklist
values in Salesforce
- updated a "most recent/source channel details" value set in the
updateOrCreateContactAndAccount helper to match the picklist value in
Salesforce.
2026-01-23 15:35:33 -06:00
Eric
65f313d153
Website: update clay webhook inputs and historical event helper (#38601)
Closes: https://github.com/fleetdm/fleet/issues/38500

Changes:
- Added support for a `relatedCampaign` input to the receive-from-clay
webhook.
- Updated the `create-historical-event` helper to set `relatedCampaign`
on new historical event records (if provided)
2026-01-21 16:11:57 -06:00
Sam Pfluger
b32681937c
Consolidate event types in Salesforce integration (#38466) 2026-01-17 21:44:11 -06:00
Sam Pfluger
fc6da5c233
Fix sentence case (#34979) 2025-10-29 22:43:58 -05:00
Sam Pfluger
b1943c2da7
Add 'Contributed to fleetdm/fleet' intent signal and contact source (#34421)
Introduces a new event type for GitHub contributions to the
fleetdm/fleet repository across webhook controller and Salesforce helper
modules. This enables tracking and handling of user contributions in
addition to existing GitHub events.
2025-10-17 00:00:15 -05:00
Eric
30abc992fb
Website: fix typo in error handler in create-historical-event helper (#33886)
Changes:
- Fixed a typo in an error returned by the create-historical-event
helper. (`inpsect` » `inspect`)
2025-10-06 14:50:59 -05:00
Sam Pfluger
9604e64f28
Create "Marketing-led" and "Sales-led" intent signals (#33845) 2025-10-04 19:57:05 -05:00
Sam Pfluger
e0d27a808d
Added intent signals (#33721)
Added intent signals for:
- Let's get you set up
- Talk to us
- Submitted contact form

---------

Co-authored-by: Eric <[email protected]>
2025-10-01 14:28:23 -05:00
Sam Pfluger
84715f4b19
Update intentSignal (#33183) 2025-09-18 15:28:01 -05:00
Eric
de8bac0c4f
Website: Update returned value from create-historical-event helper. (#30003)
Changes:
- Updated the return value of the create-historical-event helper.
2025-06-13 15:15:25 -05:00
Eric
ae7dac7e2b
Website: add create-historical-event helper (#29435)
Closes: https://github.com/fleetdm/confidential/issues/10718
Related to: https://github.com/fleetdm/confidential/issues/10719

Changes:
- Created a new helper
(`sails.helpers.salesforce.createHistoricalEvent`) to create Historical
event records in our CRM.
- Updated the custom hook, receive-from-clay webhook, and
create-or-update-one-newsletter-subscription action to create historical
event records using the new helper.
2025-05-23 17:59:58 -05:00