Checkvist
Task manager and online outliner with outstanding keyboard support, tags, due dates, search/filtering and collaboration.
Integrate the Checkvist API with the Salesforce API
Setup the Checkvist API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Checkvist and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Checkvist with Salesforce#
Popular Checkvist and Salesforce Triggers#
Emit new event when a new list is created in your Checkvist account.
Emit new event when a new list item is added in a selected list.
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.
Popular Checkvist and Salesforce Actions#
Creates a new list item within a specified list. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Enables creation of several list items at once from a block of text. Indentations in the text indicate nested list items. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Overview of Checkvist#
The Checkvist API allows for the creation and management of tasks and lists in a way that streamlines productivity and enhances organizational workflows. With the API, you can automate task updates, synchronize lists with other platforms, and trigger actions based on task completion. Utilizing Pipedream, these capabilities can be expanded by orchestrating complex workflows that connect Checkvist with a multitude of other apps and services, enabling seamless data flow and event-driven automation.
Connect Checkvist#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
checkvist: {
type: "app",
app: "checkvist",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://checkvist.com/auth/curr_user.json`,
auth: {
username: `${this.checkvist.$auth.username}`,
password: `${this.checkvist.$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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