Integrate the Connectwise PSA API with the Salesforce (REST API) API

Setup the Connectwise PSA API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Connectwise PSA and Salesforce (REST API) remarkably fast. Free for developers.

Popular Connectwise PSA and Salesforce (REST API) Triggers#

New Deleted Record (Instant, of Selectable Type) from the Salesforce (REST API) API

Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted

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New Deleted Record (of Selectable Type) from the Salesforce (REST API) API

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.

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New Outbound Message (Instant) from the Salesforce (REST API) API

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.

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New Record (Instant, of Selectable Type) from the Salesforce (REST API) API

Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created

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New Record (of Selectable Type) from the Salesforce (REST API) API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See the docs for more information.

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Popular Connectwise PSA and Salesforce (REST API) Actions#

Add Contact to Campaign with the Salesforce (REST API) API

Adds an existing contact to an existing campaign. See Event SObject and Create Record

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Add Lead to Campaign with the Salesforce (REST API) API

Adds an existing lead to an existing campaign. See Event SObject and Create Record

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Convert SOAP XML Object to JSON with the Salesforce (REST API) API

Converts a SOAP XML Object received from Salesforce to JSON

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Create Account with the Salesforce (REST API) API

Creates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See Account SObject and Create Record

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Create Attachment with the Salesforce (REST API) API

Creates an attachment, which represents a file that a User has uploaded and attached to a parent object. See Attachment SObject and Create Record

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Overview of Connectwise PSA#

ConnectWise PSA (Professional Services Automation) API offers a powerful avenue for managing business processes related to technology services. By integrating with ConnectWise PSA via Pipedream, developers can automate complex workflows, synchronize data across various platforms, and enhance operational efficiencies. This API allows for control over modules like service tickets, project management, and account management, essentially streamlining operations and making data management more effective.

Connect Connectwise PSA#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    connectwise_psa: {
      type: "app",
      app: "connectwise_psa",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.connectwise_psa.$auth.environment}/v4_6_release/apis/3.0/service/boards`,
      headers: {
        "clientId": `${this.connectwise_psa.$auth.client_id}`,
      },
      auth: {
        username: `${this.connectwise_psa.$auth.company_id}+${this.connectwise_psa.$auth.public_key}`,
        password: `${this.connectwise_psa.$auth.private_key}`,
      },
    })
  },
})

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}`,
      },
    })
  },
})