What do you want to automate
with Insites and Salesforce?
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Popular Ways to Connect Insites with Salesforce#
Popular Insites and Salesforce Triggers#
Emit new event when a new analysis is completed. See the documentation
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
Popular Insites and Salesforce Actions#
Fetch a report from Insites based on the provided business details. See the documentation
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
Overview of Insites#
The Insites API offers a suite of tools for website testing and monitoring, enabling users to automate the process of checking website quality, performance, and compliance with SEO and accessibility standards. With Pipedream, you can harness this API to create workflows that trigger on events across your apps, perform actions based on website analysis results, and automate repetitive tasks that ensure your website maintains high standards for your users.
Connect Insites#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
insites: {
type: "app",
app: "insites",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.insites.com/api/v1/users`,
headers: {
"api-key": `${this.insites.$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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