CiviCRM
CiviCRM is web-based, open source, Constituent Relationship Management (CRM) software geared toward meeting the needs of non-profit and other civic-sector organizations.
Integrate the CiviCRM API with the Salesforce (REST API) API
Setup the CiviCRM API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate CiviCRM and Salesforce (REST API) remarkably fast. Free for developers.
Popular CiviCRM and Salesforce (REST API) Triggers#
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
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. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created
Popular CiviCRM and Salesforce (REST API) Actions#
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
Creates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See Account SObject and Create Record
Creates an attachment, which represents a file that a User has uploaded and attached to a parent object. See Attachment SObject and Create Record
Overview of CiviCRM#
The CiviCRM API allows interaction with the CiviCRM ecosystem, enabling you to manage contacts, contributions, events, memberships, and more directly via Pipedream. With Pipedream's serverless platform, you can create workflows that automate tasks, sync data across apps, and respond to webhooks. Using Pipedream, you can harness the CiviCRM API to craft custom integrations that trigger actions within CiviCRM or sync data with other tools, without managing infrastructure.
Connect CiviCRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
civicrm: {
type: "app",
app: "civicrm",
}
},
async run({steps, $}) {
const base64 = Buffer.from(this.civicrm.$auth.username+":"+this.civicrm.$auth.password).toString('base64');
return await axios($, {
method: "POST",
url: `https://${this.civicrm.$auth.url}/civicrm/ajax/api4/Contact/get`,
headers: {
"X-Civi-Auth": `Basic ${base64}`,
},
})
},
})
Overview of Salesforce (REST API)#
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 (REST API)#
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}`,
},
})
},
})