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with Coda and Salesforce?
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Popular Ways to Connect Coda with Salesforce#
Popular Coda and Salesforce Triggers#
Emit new event when a case is updated. See the documentation
Emit new event for every created / updated row in a table. See the documentation.
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Popular Coda 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
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#
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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