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with Decision Journal and Salesforce?
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Popular Ways to Connect Decision Journal with Salesforce#
Popular Decision Journal and Salesforce Triggers#
Emit new event when a new decision is created. See the documentation
Emit new event when a case is updated. 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 Decision Journal and Salesforce Actions#
Creates a new decision in the Decision Journal. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Creates a review for a decision in Decision Journal. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Overview of Decision Journal#
The Decision Journal API allows for the systematic tracking of decisions over time, providing a structured way to log and evaluate past choices. By integrating with Pipedream, users can automate workflows to capture decisions from various sources, set reminders for review, analyze decision patterns, and sync with other productivity tools. This supports improved decision-making processes and personal growth.
Connect Decision Journal#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
decision_journal: {
type: "app",
app: "decision_journal",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.decisionjournalapp.com/v1/decisions`,
headers: {
Authorization: `Bearer ${this.decision_journal.$auth.oauth_access_token}`,
},
})
},
})
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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