What do you want to automate
with Breeze and Salesforce?
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Popular Ways to Connect Breeze with Salesforce#
Popular Breeze and Salesforce Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when a task is moved to another list. See documentation
Emit new event when a task's status is updated. See documentation
Emit new event when an email template is updated. See the documentation
Popular Breeze and Salesforce Actions#
Adds an existing contact to an existing campaign. See the documentation
Generates a new task within an existing project in breeze. See documentation
Adds an existing lead to an existing campaign. See the documentation
Searches for a specific project in breeze using the name. See documentation
Overview of Breeze#
Breeze is a project management tool designed to streamline task planning, collaboration, and tracking for teams. With the Breeze API, you can automate routine project management tasks, sync data with other tools, and create custom notifications to keep your team aligned. By leveraging Pipedream's serverless platform, you can connect Breeze to 3,000+ apps, set up complex workflows, and manipulate data in real-time—no server required.
Connect Breeze#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
breeze: {
type: "app",
app: "breeze",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.breeze.pm/me.json`,
params: {
api_token: `${this.breeze.$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}`,
},
})
},
})
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