Integrate the LiveAgent API with the Salesforce API

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

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Popular Ways to Connect LiveAgent with Salesforce#

Add Contact to Campaign with Salesforce (REST API) API on New Customer from LiveAgent API

LiveAgent + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Customer from LiveAgent API

LiveAgent + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Customer from LiveAgent API

LiveAgent + Salesforce

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Create Account with Salesforce (REST API) API on New Customer from LiveAgent API

LiveAgent + Salesforce

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Create Attachment with Salesforce (REST API) API on New Customer from LiveAgent API

LiveAgent + Salesforce

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Popular LiveAgent and Salesforce Triggers#

New Customer from the LiveAgent API

Emit new event on each new customer.

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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 LiveAgent and Salesforce Actions#

Create Customer with the LiveAgent API

Creates a customer. 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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Add Lead to Campaign with the Salesforce API

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

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

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Overview of LiveAgent#

The LiveAgent API provides access to a feature-rich helpdesk platform, allowing you to automate customer support tasks, synchronize data with other services, and streamline communication channels. With Pipedream, you can tap into the LiveAgent API to create custom workflows that enhance support operations, trigger actions based on customer interactions, and connect with a myriad of other apps to enrich the support ecosystem. Pipedream's serverless platform makes it simple to set up these automations with minimal coding, using pre-built actions or scripting your own.

Connect LiveAgent#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    liveagent: {
      type: "app",
      app: "liveagent",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.liveagent.$auth.domain}.ladesk.com/api/v3/agents`,
      headers: {
        "apikey": `${this.liveagent.$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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