What do you want to automate
with faktoora and Salesforce?
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Popular Ways to Connect faktoora with Salesforce#
Popular faktoora 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 faktoora and Salesforce Actions#
Adds an existing contact to an existing campaign. See the documentation
Download an invoice using the unique invoice number to '/tmp' folder. 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 faktoora#
The faktoora API offers a suite of tools for managing invoices and financial documents within applications. By integrating this API with Pipedream, you can automate tasks related to invoice creation, retrieval, and management, streamlining your financial operations. Pipedream's serverless execution model allows the API's capabilities to be woven into custom workflows that trigger on various events, process data, and connect to countless other apps to create powerful automations.
Connect faktoora#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
faktoora: {
type: "app",
app: "faktoora",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.faktoora.$auth.environment}.faktoora.com/api/v1/apikeys/`,
headers: {
" X-API-KEY": `${this.faktoora.$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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