Envoy
Join thousands of companies that rely on Envoy to efficiently manage hybrid workplaces, so everyone inside can connect, collaborate, and thrive.
Integrate the Envoy API with the Salesforce (REST API) API
Setup the Envoy API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Envoy and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Envoy with Salesforce (REST API)#
Popular Envoy and Salesforce (REST API) Triggers#
Emit new event for each visitor who signed in or out. See the docs.
Emit new event for each invitations to a person or a group of people to visit a location. See the docs.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
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. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Popular Envoy and Salesforce (REST API) Actions#
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
Creates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See Account SObject and Create Record
Overview of Envoy#
The Envoy API empowers users to streamline workplace operations, particularly visitor management, deliveries, and room bookings. Leveraging Pipedream's capabilities, you can automate tasks involving these aspects. For example, you can receive notifications when guests arrive, sync visitor data with other systems, or automate the creation and management of room bookings.
Connect Envoy#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
envoy: {
type: "app",
app: "envoy",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.envoy.com/v1/employees/`,
headers: {
Authorization: `Bearer ${this.envoy.$auth.oauth_access_token}`,
},
})
},
})
Overview of Salesforce (REST API)#
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 (REST API)#
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}`,
},
})
},
})