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with Finmo and Salesforce?
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Popular Finmo 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 Finmo 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 Finmo#
The Finmo API allows for the automation of financial monitoring and transactions. By leveraging the API on Pipedream, you can create serverless workflows to trigger actions based on financial events, synchronize data across multiple platforms, and generate reports or notifications. Pipedream's ability to connect with a vast array of services means you can integrate Finmo with other financial tools, CRMs, or communication platforms, creating a highly personalized and automated financial management system.
Connect Finmo#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
finmo: {
type: "app",
app: "finmo",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.finmo.net/v1/customer?type=individual`,
auth: {
username: `${this.finmo.$auth.access_key}`,
password: `${this.finmo.$auth.secret_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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