What do you want to automate
with Bidsketch and Salesforce?
Prompt, edit and deploy AI agents that connect to Bidsketch, Salesforce and 2,800+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Bidsketch and Salesforce Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Bidsketch 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
Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation
Overview of Bidsketch#
The Bidsketch API offers a gateway to streamline your proposal creation and management process. It empowers users to automate the drafting of proposals, maintain client data, and track proposal statuses without the manual hassle. With Pipedream, you can connect Bidsketch to a multitude of other apps, crafting workflows that trigger actions based on events such as proposal acceptance or comment additions, thus ensuring timely follow-ups and efficient client interaction.
Connect Bidsketch#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
bidsketch: {
type: "app",
app: "bidsketch",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://bidsketch.com/api/v1/clients`,
headers: {
"Authorization": `Token token=${this.bidsketch.$auth.api_token}`,
},
})
},
})
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