Dext
Cloud accounting platform that provides you with real-time data and accurate insights.
Integrate the Dext API with the Salesforce API
Setup the Dext API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Dext and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Dext with Salesforce#
Popular Dext and Salesforce Triggers#
Emit new event when a record of the selected object type is deleted. See the documentation
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
Emit new event when a record of the selected type is updated. See the documentation
Popular Dext and Salesforce Actions#
Retrieves a detailed set of information about a particular client. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Retrieves the rolling annual and monthly-average Activity Stats for a particular client. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
Overview of Dext#
The Dext API allows you to automate the management of expenses, receipts, and invoices within your Dext account. With Pipedream, you can harness this API to create workflows that streamline your finance operations, such as extracting data from receipts, categorizing expenses, and syncing financial documents across various platforms. By connecting Dext with other apps through Pipedream, you can craft efficient, serverless workflows that save time and reduce manual data entry.
Connect Dext#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
dext: {
type: "app",
app: "dext",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.xavier-analytics.com/clients`,
headers: {
Authorization: `Bearer ${this.dext.$auth.api_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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies