Brex (Staging)
Payments, Deposits, Cards
Integrate the Brex (Staging) API with the Salesforce API
Setup the Brex (Staging) API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Brex (Staging) and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Brex (Staging) with Salesforce#
Popular Brex (Staging) and Salesforce Triggers#
Emit new event for new failed or processed events
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.
Emit new event when a record of the selected object type is created. See the documentation
Emit new event when a record of the selected type is updated. See the documentation
Popular Brex (Staging) 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
Lists all settled transactions for the primary card account. See the docs here.
Overview of Brex (Staging)#
The Brex (Staging) API allows you to automate financial operations and integrate with Brex's suite of financial services. This API can be leveraged to synchronize transactions, manage cards, and automate accounting processes, providing real-time insights into your business finances. Using Pipedream, these capabilities can be harnessed to create custom workflows that trigger actions based on financial events, reconcile expenses, and streamline financial reporting.
Connect Brex (Staging)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
brex_staging: {
type: "app",
app: "brex_staging",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://platform.staging.brexapps.com/v2/cards`,
headers: {
Authorization: `Bearer ${this.brex_staging.$auth.oauth_access_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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