KanbanFlow
KanbanFlow is a Lean project management tool allowing real-time collaboration between team members. Supports the Pomodoro technique for time tracking.
Integrate the KanbanFlow API with the Salesforce (REST API) API
Setup the KanbanFlow API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate KanbanFlow and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect KanbanFlow with Salesforce (REST API)#
Popular KanbanFlow and Salesforce (REST API) Triggers#
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
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. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Popular KanbanFlow and Salesforce (REST API) Actions#
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
Creates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See Account SObject and Create Record
Overview of KanbanFlow#
The KanbanFlow API unlocks the potential for creating customized, automated workflows to enhance productivity and streamline task management. By tapping into this API via Pipedream, developers can craft serverless functions that interact with KanbanFlow boards, tasks, users, and time tracking features. These automations can range from syncing tasks across platforms to triggering notifications based on task updates.
Connect KanbanFlow#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
kanbanflow: {
type: "app",
app: "kanbanflow",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://kanbanflow.com/api/v1/users`,
params: {
apiToken: `${this.kanbanflow.$auth.api_token}`,
},
})
},
})
Overview of Salesforce (REST API)#
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 (REST API)#
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}`,
},
})
},
})