Kite Suite
Master Your Projects with Our Innovative Project Management Software.
Integrate the Kite Suite API with the Salesforce (REST API) API
Setup the Kite Suite API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Kite Suite and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Kite Suite with Salesforce (REST API)#
Popular Kite Suite 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.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created
Popular Kite Suite and Salesforce (REST API) Actions#
Create a new task in a project in Kite Suite. See the documentation
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
Sends a message to a user or project group using Kite Suite. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
Overview of Kite Suite#
The Kite Suite API enables you to automate and integrate your Kite Suite project management tasks seamlessly into Pipedream workflows. With this API, you can create, update, and manage projects, tasks, and teams, allowing for streamlined communication and coordination within your organization. By leveraging Pipedream's capabilities, you can connect Kite Suite with various other apps and services, triggering actions based on events, scheduling regular updates, or even processing data in real-time.
Connect Kite Suite#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
kite_suite: {
type: "app",
app: "kite_suite",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.kitesuite.com/api/v1/directory`,
headers: {
"api-token": `${this.kite_suite.$auth.api_token}`,
"workspace": `{{your_workspace_key}}`,
"Accept": `application/json`,
},
})
},
})
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}`,
},
})
},
})