What do you want to automate
with Lucca and Salesforce?
Prompt, edit and deploy AI agents that connect to Lucca, Salesforce and 2,500+ other apps in seconds.
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Popular Ways to Connect Lucca with Salesforce#
Popular Lucca and Salesforce Triggers#
Emit new event when a new expense report is created by an employee. Useful for automating approval or finance workflows. See the documentation
Emit new event when a new leave request is submitted by an employee. See the documentation
Emit new event when a new user (employee) is created in Lucca. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Popular Lucca and Salesforce Actions#
Approve or Deny a pending leave request. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
Connect Lucca#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
lucca: {
type: "app",
app: "lucca",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.lucca.$auth.api_url}/api/v3/users`,
headers: {
"authorization": `lucca application=${this.lucca.$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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