Concord
Take control of your contract lifecycle management with drafting, approvals, e-signature and storage — all in one place.
Integrate the Concord API with the Salesforce API
Setup the Concord API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Concord and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Concord with Salesforce#
Popular Concord and Salesforce Triggers#
Emit new event for new agreements with the specified status(es) See the documentation
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.
Emit new event when a record of the selected object type is created. See the documentation
Popular Concord 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 Concord#
The Concord API provides access to a contract management platform that lets users automate the creation, negotiation, signing, and management of contracts. With the API, you can leverage Concord's features in a programmatic way, allowing for integration with external systems and automation of workflows. Using Pipedream, you can connect Concord's capabilities to a multitude of other services, trigger workflows based on events within Concord, or perform operations in Concord in response to triggers from other apps.
Connect Concord#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
concord: {
type: "app",
app: "concord",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.concord.$auth.environment}.concordnow.com/api/rest/1/user/me`,
headers: {
"X-API-KEY": `${this.concord.$auth.api_key}`,
"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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