Agiled
All in one business management platform to manage business in one integrated place.
Integrate the Agiled API with the Salesforce API
Setup the Agiled API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Agiled and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Agiled with Salesforce#
Popular Agiled and Salesforce Triggers#
Emit new event when a new document is created in Agiled. See the documentation
Emit new event when a new estimate is created in Agiled. See the documentation
Emit new event when an invoice is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Popular Agiled and Salesforce Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Overview of Agiled#
Agiled is a business management platform designed to streamline operations like CRM, project management, finances, and more. Through its API, you can automate various aspects of business management by creating, updating, and retrieving data on leads, customers, projects, tasks, invoices, and payments. Leveraging the Agiled API on Pipedream allows you to connect and automate these operations with hundreds of other apps and services to create custom workflows, facilitating data synchronization, event-driven actions, and time-saving automations.
Connect Agiled#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
agiled: {
type: "app",
app: "agiled",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://my.agiled.app/api/v1/users`,
headers: {
"accept": `application/json`,
"Brand": `${this.agiled.$auth.brand}`,
},
params: {
api_token: `${this.agiled.$auth.api_key}`,
},
})
},
})
Overview of Salesforce#
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#
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}`,
},
})
},
})
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