Magnetic
Magnetic Software is a single integrated cloud Project Management, Sales CRM & Accounts platform.
Integrate the Magnetic API with the Salesforce (REST API) API
Setup the Magnetic API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Magnetic and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Magnetic with Salesforce (REST API)#
Popular Magnetic 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 Magnetic and Salesforce (REST API) Actions#
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
Overview of Magnetic#
Magnetic is a project management and workflow automation platform designed to help agencies stay organized and streamline operations. With the Magnetic API on Pipedream, you can automate routine tasks, sync data across various apps, and create custom workflows to enhance productivity. From task creation and time tracking to financial management and reporting, Pipedream’s serverless execution model lets you connect Magnetic with a plethora of other services without the need for a dedicated server setup.
Connect Magnetic#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
magnetic: {
type: "app",
app: "magnetic",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.magnetichq.com/Magnetic/rest/coreAPI/users`,
params: {
token: `${this.magnetic.$auth.token}`,
},
})
},
})
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}`,
},
})
},
})