Coda
Coda is familiar like a doc and engaging like an app, so your team can jump in quickly, collaborate effectively, and make decisions that stick.
Integrate the Coda API with the Salesforce (REST API) API
Setup the Coda API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Coda and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Coda with Salesforce (REST API)#
Popular Coda and Salesforce (REST API) Triggers#
Emit new event for every created / updated row in a table. See the documentation.
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 Coda 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
Overview of Coda#
The Coda API enables you to interact with your Coda docs for both data retrieval and manipulation. By leveraging this API on Pipedream, you can automate document updates, synchronize data across different platforms, orchestrate complex workflows, and react to changes in real-time. Coda’s tables can act as dynamic databases that interconnect with various services, allowing you to streamline operations that depend on the timely and accurate exchange of information.
Connect Coda#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
coda: {
type: "app",
app: "coda",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://coda.io/apis/v1/whoami`,
headers: {
Authorization: `Bearer ${this.coda.$auth.api_token}`,
"Content-Type": `application/json`,
},
})
},
})
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}`,
},
})
},
})