Integrate the Knack API with the Salesforce API

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

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Popular Ways to Connect Knack with Salesforce#

Add Contact to Campaign with Salesforce API on New Record from Knack API

Knack + Salesforce

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Add Lead to Campaign with Salesforce API on New Record from Knack API

Knack + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Record from Knack API

Knack + Salesforce

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Create Account with Salesforce API on New Record from Knack API

Knack + Salesforce

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Create Attachment with Salesforce API on New Record from Knack API

Knack + Salesforce

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Popular Knack and Salesforce Triggers#

New Record from the Knack API

Emit new event for each record created

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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 Knack and Salesforce Actions#

Create Record with the Knack API

Create a Record for a Knack object (See 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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Delete Record with the Knack API

Delete a Record for a Knack object (See 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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Get Record(s) with the Knack API

Get one or more Records for a Knack object (See docs here)

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Overview of Knack#

The Knack API allows for robust interactions with your Knack database, enabling automation of data entry, retrieval, updates, and deletion. With Pipedream, you can leverage these capabilities to create seamless workflows that react to events in real-time, sync data across platforms, and enhance your database management without manual intervention. Think less about CRUD operations and more about the magic of connecting your Knack data to the digital tools ecosystem.

Connect Knack#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    knack: {
      type: "app",
      app: "knack",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      method: "post",
      url: `https://api.knack.com/v1/objects/object_1/records`,
      headers: {
        "X-Knack-Application-Id": `${this.knack.$auth.application_id}`,
        "X-Knack-REST-API-KEY": `${this.knack.$auth.api_key}`,
        "content-type": `application/json`,
      },
    })
  },
})

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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