fleet/website/api/controllers/webhooks/receive-from-zapier.js
2025-07-10 08:57:33 -05:00

221 lines
13 KiB
JavaScript
Vendored

module.exports = {
friendlyName: 'Receive Zapier events',
description: 'Receive events from Zapier.',
inputs: {
eventName: {
type: 'string',
description: 'The unique identifier for this Zap.',
moreInfoUrl: 'https://zapier.com/app/assets/zaps/folders/2035513',
required: true,
},
data: {
type: {},
description: 'Data associated with this event.',
whereToGet: { description: 'Check out the Zap in question and see what it\'s sending via HTTP.' },
required: true,
},
webhookSecret: {
type: 'string',
description: 'Used to verify that requests are coming from where we think they are.',
required: true,
},
},
exits: {
success: { description: 'An event has successfully been received.' },
unrecognizedEventName: { description: 'I do not know how to handle that kind of event.', responseType: 'ok' },// TODO: how will zapier react to receiving a bad request response?
couldNotMatchLinkedinId: { description: 'A linkedIn company could not be found using the provided linkedIn url', responseType: 'ok' }
},
fn: async function ({eventName, data, webhookSecret}) {
let assert = require('assert');
if (!sails.config.custom.zapierWebhookSecret) {
throw new Error('No webhook secret configured! (Please set `sails.config.custom.zapierWebhookSecret`.)');
}
if (!sails.config.custom.iqSecret) {
throw new Error('No iqSecret configured! (Please set `sails.config.custom.iqSecret`.)');
}
if (sails.config.custom.zapierWebhookSecret !== webhookSecret) {
throw new Error('Received unexpected webhook request with webhookSecret set to: '+webhookSecret);
}
// Search for any campaigns that have a placeholder URN. If there are more than one records with a placeholder URN, throw an error.
let adCampaignsWithPlaceholderUrns = await AdCampaign.find({
isLatest: true,
linkedinCampaignUrn: {startsWith: 'PLACEHOLDER-'}
});
if(adCampaignsWithPlaceholderUrns.length > 1) {
throw new Error(`Consistency violation. When the receive-from-zapier webhook received an event from the ${eventName} zap. More than one adcampaigns with a placeholder campaign URN exist in the database.`);
}
if (false) {
// FUTURE: handle more webhook events here
} else if (eventName === 'crm-opportunity-created') {
// ╔═╗╦═╗╔╦╗ ┌─┐┌─┐┌─┐┌─┐┬─┐┌┬┐┬ ┬┌┐┌┬┌┬┐┬ ┬
// ║ ╠╦╝║║║─── │ │├─┘├─┘│ │├┬┘ │ │ │││││ │ └┬┘
// ╚═╝╩╚═╩ ╩ └─┘┴ ┴ └─┘┴└─ ┴ └─┘┘└┘┴ ┴ ┴
// ┌─┐┌┐┌ ┌─┐┬─┐┌─┐┌─┐┌┬┐┌─┐
// │ ││││ │ ├┬┘├┤ ├─┤ │ ├┤
// └─┘┘└┘ └─┘┴└─└─┘┴ ┴ ┴ └─┘
// Zap: Invoked as final step from within https://zapier.com/editor/308696574
assert(_.isObject(data));
assert(_.isString(data.id));
assert(_.isString(data.type));
assert(_.isString(data.primaryBuyingSituation));
assert(_.isString(data.accountId));
assert(_.isString(data.accountName));
assert(_.isString(data.accountRating));
assert(!data.accountLinkedinCompanyUrl || _.isString(data.accountLinkedinCompanyUrl));
// https://api.slack.com/apps/A0955UYH529/incoming-webhooks
await sails.helpers.http.post(sails.config.custom.slackWebhookUrlForNewlyCreatedOppts, {
text: `New logo opportunity created (${data.accountName} ${data.accountRating}):\n`+
`Is now a good time to create a PoV environment ahead of our upcoming meeting?\n`+
'\n'+
`https://fleetdm.lightning.force.com/lightning/r/Account/${encodeURIComponent(data.id)}/view`
});
// FUTURE: do more
} else if (eventName === 'receive-new-customer-data') {// FUTURE: rename this event to match naming convention of others ("crm-account-marketing-stage-updated")
// ╔═╗╦═╗╔╦╗ ┌─┐┌─┐┌─┐┌─┐┬ ┬┌┐┌┌┬┐ ┌┬┐┌─┐┬─┐┬┌─┌─┐┌┬┐┬┌┐┌┌─┐ ┌─┐┌┬┐┌─┐┌─┐┌─┐
// ║ ╠╦╝║║║─── ├─┤│ │ │ ││ ││││ │─── │││├─┤├┬┘├┴┐├┤ │ │││││ ┬ └─┐ │ ├─┤│ ┬├┤
// ╚═╝╩╚═╩ ╩ ┴ ┴└─┘└─┘└─┘└─┘┘└┘ ┴ ┴ ┴┴ ┴┴└─┴ ┴└─┘ ┴ ┴┘└┘└─┘ └─┘ ┴ ┴ ┴└─┘└─┘
// ┌─┐┌┐┌ ┬ ┬┌─┐┌┬┐┌─┐┌┬┐┌─┐
// │ ││││ │ │├─┘ ││├─┤ │ ├┤
// └─┘┘└┘ └─┘┴ ─┴┘┴ ┴ ┴ └─┘
// Zap: Invoked as a step from within https://zapier.com/editor/281086063
// (the overarching zap is itself triggered via CRM webhook when an account's marketing stage is updated ≥ "ads running")
assert(_.isObject(data));
assert(_.isString(data.newMarketingStage));
assert(_.isString(data.persona) && AdCampaign.validate('persona', data.persona));
assert(data.linkedinCompanyId);
// (FUTURE: make field for this and have it already in CRM so this step isn't necessary)
let linkedinCompanyId = data.linkedinCompanyId;
// Check if we have enough space in our current active campaign.
// If so, then use it and update its inventory. Otherwise, prepare to create
// a new campaign, and use that instead, updating our set of active campaigns
// in the db, including marking the new one as the latest and greatest. Along the way,
// communicate with Campaign Manager to update or create the appropriate campaign.
let latestCampaign = await AdCampaign.findOne({ isLatest: true, persona: data.persona });
if (latestCampaign && latestCampaign.linkedinCompanyIds.length < 100) {
// Update ad campaign in Campaign Manager
// > For help w/ Linkedin API, see https://github.com/fleetdm/confidential/tree/main/ads
let filterCriteriaForLatestCampaign = latestCampaign.linkedinCompanyIds.map((id)=>{
return `urn:li:organization:${id}`;
});
// Append the new organization to the end of the the filterCriteria
filterCriteriaForLatestCampaign.push(`urn:li:organization:${linkedinCompanyId}`);
// Send a request to update this campaign.
await sails.helpers.http.sendHttpRequest.with({
method: 'POST',
url: `https://hooks.zapier.com/hooks/catch/3627242/2wdx23r?webhookSecret=${ encodeURIComponent(sails.config.custom.zapierWebhookSecret)}`,
body: {
campaignGroup: sails.config.custom.linkedinAbmCampaignGroupUrn,
name: latestCampaign.name,
linkedinCampaignUrn: latestCampaign.linkedinCampaignUrn,
targetingCriteria: filterCriteriaForLatestCampaign,
}
}).retry();
await AdCampaign.updateOne({ id: latestCampaign.id }).set({
linkedinCompanyIds: _.uniq(latestCampaign.linkedinCompanyIds.concat(linkedinCompanyId))
});
} else {
// First, mark the old campaign as no longer the latest.
// Note: Since we might not have done the first-time setup for
// this persona yet, it's possible there won't actually be a
// campaign record yet. (In that case, we'll create it momentarily.)
if (latestCampaign) {
await AdCampaign.updateOne({ id: latestCampaign.id }).set({
isLatest: false,
});
}//fi
// Create a placeholder linkedinCampaignUrn value to create the record with initially
// We'll use this value in a subsequent webhook run that will save update the record with the real linkedinCampaignUrn (once it has been created).
// Note: there is a possibility that a new campaign can't be created with only one linkedInCompanyID, (There is a minimum audience size of 300)
// In this case, we will treat this new campaign as the latest campaign in the website's database, and send updates for it as new company IDs are added.
// When the campaign actually exists in LinkedIn, Zapier will send another event to update the campaign urn in the website's database.
let placeholderUrn = 'PLACEHOLDER-'+sails.helpers.strings.random();
let nowAt = new Date();
let newCampaignName = `${data.persona} - ${nowAt.toISOString().split('T')[0]} @ ${nowAt.toLocaleString(undefined, {timezone: 'America/Chicago'}).split(', ')[1]} CT`;
// Now save an incomplete reference to the new LinkedIn campaign.
latestCampaign = await AdCampaign.create({
isLatest: true,
persona: data.persona,
name: newCampaignName,
linkedinCampaignUrn: placeholderUrn,
linkedinCompanyIds: [ linkedinCompanyId ],
}).fetch();
// Then create new ad campaign in Campaign Manager
// > For help w/ Linkedin API, see https://github.com/fleetdm/confidential/tree/main/ads
await sails.helpers.http.sendHttpRequest.with({
method: 'POST',
url: `https://hooks.zapier.com/hooks/catch/3627242/2wdx23r?webhookSecret=${ encodeURIComponent(sails.config.custom.zapierWebhookSecret)}`,
body: {
campaignGroup: sails.config.custom.linkedinAbmCampaignGroupUrn,
name: newCampaignName,
targetingCriteria: [`urn:li:organization:${linkedinCompanyId}`],
linkedinCampaignUrn: placeholderUrn,
},
}).retry();
}
} else if(eventName === 'update-placeholder-campaign-urn') {// FUTURE: rename this event to match naming convention of others ("crm-account-marketing-stage-updated-part2-hack")
// ┌─ ┬ ┬┌─┐┬┬─┐┌┬┐ ┬ ┬┌─┐┌─┐┬┌─ ─┐
// │ │││├┤ │├┬┘ ││ ├─┤├─┤│ ├┴┐ │
// └─ └┴┘└─┘┴┴└──┴┘ ┴ ┴┴ ┴└─┘┴ ┴ ─┘
// ╔═╗╦═╗╔╦╗ ┌─┐┌─┐┌─┐┌─┐┬ ┬┌┐┌┌┬┐ ┌┬┐┌─┐┬─┐┬┌─┌─┐┌┬┐┬┌┐┌┌─┐ ┌─┐┌┬┐┌─┐┌─┐┌─┐
// ║ ╠╦╝║║║─── ├─┤│ │ │ ││ ││││ │─── │││├─┤├┬┘├┴┐├┤ │ │││││ ┬ └─┐ │ ├─┤│ ┬├┤
// ╚═╝╩╚═╩ ╩ ┴ ┴└─┘└─┘└─┘└─┘┘└┘ ┴ ┴ ┴┴ ┴┴└─┴ ┴└─┘ ┴ ┴┘└┘└─┘ └─┘ ┴ ┴ ┴└─┘└─┘
// ┌─┐┌┐┌ ┬ ┬┌─┐┌┬┐┌─┐┌┬┐┌─┐ ╔═╗╔═╗╦═╗╔╦╗ ╦╦ ┌─ ┬ ┬┌─┐┌─┐┬┌─ ─┐
// │ ││││ │ │├─┘ ││├─┤ │ ├┤─── ╠═╝╠═╣╠╦╝ ║ ║║ │ ├─┤├─┤│ ├┴┐ │
// └─┘┘└┘ └─┘┴ ─┴┘┴ ┴ ┴ └─┘ ╩ ╩ ╩╩╚═ ╩ ╩╩ └─ ┴ ┴┴ ┴└─┘┴ ┴ ─┘
// (continuation of CRM - Account - marketing stage - on update)
//
// Zap: Invoked as a step from within https://zapier.com/editor/280954803
// (the overarching zap is itself triggered via an HTTP call from within this file.
// WHY? Because we need Zapier to talk to fleetdm.com to manage state, tracking
// which campaigns are running in the database. But Zapier's HTTP request action
// doesn't allow for sending back any data on 2xx, which means we can't send back
// the ID of the matched Linkedin campaign from the database for use in the other zap.
// Why do we need this info in Zapier? Why can't we do it in code? Well, it's because
// Linkedin Campaign manager can only be accessed from Zapier, because direct integration
// with the Linkedin API requires approval from Linkedin that only Zapier has. And since
// we need this info from the database in order to talk to the linkedin api, AND
// we can only get to the linkedin api via zapier, AND we can't send back response
// data from a zapier HTTP call action, it means we have to have to trigger THIS SEPARATE ZAP
// which exists to receive and continue the next steps we need to handle the looked-up Linkedin
// campaign from the db, even if that is a temporary "placeholder" Linkedin campaign.
assert(_.isObject(data));
assert(_.isString(data.placeholderUrn));
assert(_.isString(data.linkedinCampaignUrn));
let adCampaignWithThisPlaceholderUrn = await AdCampaign.findOne({linkedinCampaignUrn: data.placeholderUrn});
if(!adCampaignWithThisPlaceholderUrn) {
sails.log.warn(`when the receive-from-zapier webhook received an event to update an AdCampaign record with a non-placeholder linkedinCampaignUrn value (${data.linkedinCampaignUrn}), no record could be found with the specified placeholder (${data.placeholderUrn}).`);
}
await AdCampaign.updateOne({linkedinCampaignUrn: data.placeholderUrn}).set({
linkedinCampaignUrn: data.linkedinCampaignUrn
});
} else {
throw 'unrecognizedEventName';
}
}
};