Integrate the Magnetic API with the Salesforce API

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

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Popular Ways to Connect Magnetic with Salesforce#

Add Contact to Campaign with Salesforce (REST API) API on New Task Created from Magnetic API

Magnetic + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Task Created from Magnetic API

Magnetic + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Task Created from Magnetic API

Magnetic + Salesforce

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Create Account with Salesforce (REST API) API on New Task Created from Magnetic API

Magnetic + Salesforce

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Create Attachment with Salesforce (REST API) API on New Task Created from Magnetic API

Magnetic + Salesforce

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Popular Magnetic and Salesforce Triggers#

New Task Created from the Magnetic API

Emit new event when a new task is created See docs here

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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 Magnetic and Salesforce Actions#

Create Contact with the Magnetic API

Create a new contact. 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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Create Opportunity/Job with the Magnetic API

Create a new opportunity/job. 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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Create Task with the Magnetic API

Create a new task. See docs here

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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#

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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