Integrate the Click2Mail API with the Salesforce API

Setup the Click2Mail API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Click2Mail and Salesforce remarkably fast. Free for developers.

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Popular Ways to Connect Click2Mail with Salesforce#

Create Document with Click2Mail API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Click2Mail

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Create Document with Click2Mail API on New Deleted Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Click2Mail

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Create Document with Click2Mail API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Click2Mail

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Create Document with Click2Mail API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Click2Mail

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Create Document with Click2Mail API on New Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Click2Mail

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Popular Click2Mail and Salesforce Triggers#

New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Deleted Record (of Selectable Type) from the Salesforce API

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.

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See the docs for more information.

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Popular Click2Mail and Salesforce Actions#

Create Document with the Click2Mail API

Creates a new document in your account from an uploaded file or a URL. See the documentation for file. See the documentation for URL

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Create Job with the Click2Mail API

Creates a new new job in your account. See the documentation.

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Overview of Click2Mail#

The Click2Mail API enables automated mailing solutions, letting you integrate direct mail processes within your digital workflows. On Pipedream, you can harness this API to craft serverless workflows that interact with other apps and services. Create, manage, and send postal mail without leaving your digital ecosystem. Automate mail for marketing, invoicing, or any correspondence that requires a physical mail presence.

Connect Click2Mail#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    click2mail2: {
      type: "app",
      app: "click2mail2",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.click2mail2.$auth.subdomain}.click2mail.com/molpro/credit`,
      headers: {
        "Accept": `application/json`,
      },
      auth: {
        username: `${this.click2mail2.$auth.username}`,
        password: `${this.click2mail2.$auth.password}`,
      },
    })
  },
})

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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