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with Exact and Salesforce?
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Popular Ways to Connect Exact with Salesforce#
Popular Exact and Salesforce Triggers#
Emit new event each time a new account is created. See the docs
Emit new event each time a new contact is created. See the docs
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
Popular Exact 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
Converts a SOAP XML Object received from Salesforce to JSON
Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation
Overview of Exact#
The Exact API provides a suite of endpoints for interacting with Exact's cloud-based financial software, which includes tools for accounting, CRM, and ERP functionalities. By leveraging this API on Pipedream, you can automate data flows across various business functions, sync financial records, manage customer relationships, and streamline operational processes. Pipedream's serverless execution model allows for crafting intricate workflows that respond in real-time to events, schedule operations, and connect with countless other apps to extend the functionality of Exact's ecosystem.
Connect Exact#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
exact: {
type: "app",
app: "exact",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://start.exactonline.${this.exact.$auth.region}/api/v1/current/Me?$select=UserID,Email`,
headers: {
Authorization: `Bearer ${this.exact.$auth.oauth_access_token}`,
"Content-Type": `application/json`,
},
params: {
"$select": `UserID,Email`,
},
})
},
})
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