Workiz
Workiz is the #1 all-in-one management platform for fieldservice businesses, including hvac, plumbing, garagedoor, electrcialcontracting, and more.
Integrate the Workiz API with the Salesforce (REST API) API
Setup the Workiz API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Workiz and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Workiz with Salesforce (REST API)#
Popular Workiz and Salesforce (REST API) Triggers#
Emit new event when a new job is created in Workiz. See the documentation
Emit new event when a new lead is created in Workiz. See the documentation
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.
Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Popular Workiz and Salesforce (REST API) Actions#
Adds an existing contact to an existing campaign. See Event SObject and Create Record
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 Workiz#
The Workiz API opens up a world of possibilities for managing field service operations. By tapping into Workiz with Pipedream, you can automate workflows, sync data across apps, and react to events in real-time. Whether you're automating job scheduling, dispatch notifications, or customer follow-ups, integrating Workiz with Pipedream allows you to streamline operations, reduce manual entry, and keep your team in sync.
Connect Workiz#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
workiz: {
type: "app",
app: "workiz",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.workiz.com/api/v1/${this.workiz.$auth.api_token}/team/all/`,
headers: {
"accept": `application/json`,
},
})
},
})
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}`,
},
})
},
})