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with Dex and Salesforce?
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Popular Ways to Connect Dex with Salesforce#
Popular Dex and Salesforce Triggers#
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
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Dex and Salesforce Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds a new contact or updates an existing one if the email address already exists in the Dex system. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Generates a new reminder within the Dex system. See the documentation
Overview of Dex#
The Dex API offers a path to streamline and automate your relationship management by allowing you to sync, update, and interact with your personal Dex CRM data programmatically. On Pipedream, you can leverage this API to create powerful automations that keep your network vibrant and your connections strong, without manual effort. By integrating Dex with other apps on Pipedream, you can tailor workflows that sync contact info, set reminders for follow-ups, or trigger personalized communications based on various criteria.
Connect Dex#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
dex: {
type: "app",
app: "dex",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.getdex.com/api/rest/contacts`,
headers: {
"x-hasura-dex-api-key": `${this.dex.$auth.api_key}`,
},
})
},
})
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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