Workamajig
Marketing project management software designed just for creative teams.
Integrate the Workamajig API with the Salesforce (REST API) API
Setup the Workamajig API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Workamajig and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Workamajig with Salesforce (REST API)#
Popular Workamajig and Salesforce (REST API) Triggers#
Emit new event when a new open activity is created in Workamajig. Note: Completed activities/conversations are not retrieved by the Workamajig API.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Popular Workamajig and Salesforce (REST API) Actions#
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Initiates the creation of a fresh activity in Workamajig. See the documentation
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
Overview of Workamajig#
The Workamajig API allows for automation and integration of project management tasks within the Workamajig platform. Using Pipedream, developers can create workflows to manage projects, resources, and client accounts by triggering events, syncing data, and automating processes. Pipedream's serverless platform enables the execution of these workflows on demand or on a schedule, making it possible to connect Workamajig with other apps and services to streamline operations.
Connect Workamajig#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
workamajig: {
type: "app",
app: "workamajig",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app6.workamajig.com/api/beta1/contacts/search`,
headers: {
"APIAccessToken": `${this.workamajig.$auth.api_access_token}`,
"UserToken": `${this.workamajig.$auth.user_token}`,
},
params: {
name: `John`, //E.g. John
},
})
},
})
Overview of Salesforce (REST API)#
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.
Connect Salesforce (REST API)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})