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with Flexie and Salesforce?
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Popular Flexie 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 Flexie 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 Flexie#
The Flexie API offers a powerful way to leverage customer relationship management (CRM) functionality within automated workflows. With the Flexie API, you can create, retrieve, update, and delete records, such as leads, contacts, and deals. You can also automate communication with leads via email or SMS, manage tasks and appointments, and create custom workflows to streamline your sales process.
Connect Flexie#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
flexie: {
type: "app",
app: "flexie",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.flexie.$auth.subdomain}.flexie.io/api/users/self`,
params: {
apikey: `${this.flexie.$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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