What do you want to automate
with bot9 and Salesforce?
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Popular Ways to Connect bot9 with Salesforce#
Popular bot9 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 bot9 and Salesforce Actions#
Initiates a new conversation with a Bot9 chatbot. See the documentation
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
Overview of bot9#
The Bot9 API enables automated interactions with trading systems, allowing users to execute, manage, and analyze trades through a programmatic interface. In Pipedream, you can leverage this API to craft serverless workflows that handle trading tasks, notifications, and analyses without needing to build a full backend system. This can speed up trade execution, improve response times to market changes, and enable complex trading strategies that adjust to live market data.
Connect bot9#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
bot9: {
type: "app",
app: "bot9",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://apiv1.bot9.ai/api/auth/account`,
headers: {
Authorization: `Bearer ${this.bot9.$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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