Integrate the Finmei API with the Salesforce API

Setup the Finmei API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Finmei and Salesforce remarkably fast. Free for developers.

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Popular Ways to Connect Finmei with Salesforce#

Create Invoice with Finmei API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Finmei

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Create Invoice with Finmei API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Finmei

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Create Invoice with Finmei API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Finmei

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Create Invoice with Finmei API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Finmei

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Popular Finmei and Salesforce Triggers#

New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

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Popular Finmei and Salesforce Actions#

Create Invoice with the Finmei API

Generates a new invoice within Finmei. See the documentation

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

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Overview of Finmei#

The Finmei API offers access to a platform geared towards financial data management. With Pipedream, you can harness this API to craft serverless workflows that automate financial tasks, integrate with other services, and streamline data analysis. This includes tracking expenses, aggregating financial reports, or syncing data across different financial tools. Pipedream's no-code platform allows you to connect Finmei to hundreds of other apps, trigger actions based on various events, and manage data with built-in CRON scheduling.

Connect Finmei#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    finmei: {
      type: "app",
      app: "finmei",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.finmei.com/api/profile`,
      headers: {
        Authorization: `Bearer ${this.finmei.$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}`,
      },
    })
  },
})

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