Iterate
Iterate creates simple surveys for startups to get feedback needed to build better products and make better decisions.
Integrate the Iterate API with the Salesforce API
Setup the Iterate API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Iterate and Salesforce remarkably fast. Free for developers.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Iterate with Salesforce#
Popular Iterate and Salesforce Triggers#
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Emit new event when a new outbound message is received in Salesforce.
Popular Iterate 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
Creates an Attachment on a parent object. See the documentation
Overview of Iterate#
The Iterate API, part of the Planview suite, is tailored for sophisticated task and project management, providing endpoints to manipulate boards, cards, and work items in LeanKit. Leveraging the Iterate API on Pipedream unlocks the potential for creating streamlined, serverless automations that can trigger actions across various platforms, react to changes in project status, and synchronize data between tools, all in real-time.
Connect Iterate#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
iterate: {
type: "app",
app: "iterate",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://iteratehq.com/api/v1/surveys`,
params: {
access_token: `${this.iterate.$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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies