Better Proposals
Better Proposals helps you create your proposals faster, makes them look more professional, and gives you all the tools you need to win the job as quickly as possible.
Integrate the Better Proposals API with the Salesforce API
Setup the Better Proposals API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Better Proposals and Salesforce remarkably fast. Free for developers.
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Popular Better Proposals and Salesforce Triggers#
Emit new event when a record of the selected object type is deleted. See the documentation
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.
Emit new event when a record of the selected object type is created. See the documentation
Popular Better Proposals 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
Converts a SOAP XML Object received from Salesforce to JSON
Creates an Attachment on a parent object. See the documentation
Overview of Better Proposals#
The Better Proposals API offers a powerful way to automate proposal creation and management tasks. With it, you can programmatically generate, send, and track business proposals, streamlining the sales process and integrating seamlessly with CRM systems. By leveraging Pipedream’s capabilities, you can connect Better Proposals to a multitude of other apps to trigger actions based on proposal activities, sync data, or even automate follow-ups, thereby enhancing the efficiency of your sales workflow.
Connect Better Proposals#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
better_proposals: {
type: "app",
app: "better_proposals",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.betterproposals.io/settings/`,
headers: {
"Bptoken": `${this.better_proposals.$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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies