Integrate the Kanbanize API with the Salesforce API

Setup the Kanbanize API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Kanbanize and Salesforce remarkably fast. Free for developers.

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Popular Ways to Connect Kanbanize with Salesforce#

Create New Task with Kanbanize API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Kanbanize

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Create New Task with Kanbanize API on New Outbound Message (Instant) from Salesforce API

Salesforce + Kanbanize

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Create New Task with Kanbanize API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Kanbanize

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Create New Task with Kanbanize API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Kanbanize

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Edit Task with Kanbanize API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Kanbanize

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Popular Kanbanize and Salesforce Triggers#

New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

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Popular Kanbanize and Salesforce Actions#

Create New Task with the Kanbanize API

Create New Task. See the docs here

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Edit Task with the Kanbanize API

Edit Task. See the docs here

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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List Tasks with the Kanbanize API

Get All Tasks. See the docs here

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Overview of Kanbanize#

The Kanbanize API enables the automation of complex project management workflows within Kanban boards. By leveraging the API, you can create, update, and move cards, manage board configurations, and integrate real-time updates with other tools. It's a powerful way to streamline project tracking, automate task assignments, and synchronize data across various project management platforms.

Connect Kanbanize#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    kanbanize: {
      type: "app",
      app: "kanbanize",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.kanbanize.$auth.subdomain}.kanbanize.com/api/v2/users`,
      headers: {
        "apikey": `${this.kanbanize.$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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