Integrate the Moneybird API with the Salesforce API

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

Start for free — no credit card required

Watch a demo

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Popular Ways to Connect Moneybird with Salesforce#

Add Contact to Campaign with Salesforce API on New Webhook event from Moneybird API

Moneybird + Salesforce

Try it

Add Lead to Campaign with Salesforce API on New Webhook event from Moneybird API

Moneybird + Salesforce

Try it

Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Webhook event from Moneybird API

Moneybird + Salesforce

Try it

Create Account with Salesforce API on New Webhook event from Moneybird API

Moneybird + Salesforce

Try it

Create Attachment with Salesforce API on New Webhook event from Moneybird API

Moneybird + Salesforce

Try it

Popular Moneybird and Salesforce Triggers#

New Webhook event from the Moneybird API

Emit new event on each webhook event. See docs here

Try it

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

Try it

New Deleted Record (of Selectable Type) from the Salesforce API

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.

Try it

New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

Try it

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

Try it

Popular Moneybird and Salesforce Actions#

Create Contact with the Moneybird API

Create a new contact. See docs here

Try it

Add Contact to Campaign with the Salesforce API

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

Try it

Create Quote with the Moneybird API

Create a new quote. See docs here

Try it

Add Lead to Campaign with the Salesforce API

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

Try it

Create Sale Invoice with the Moneybird API

Create a sale invoice. See docs here

Try it

Overview of Moneybird#

The Moneybird API allows you to automate your finance and accounting tasks by enabling programmatic access to your Moneybird account. With the API, you can create invoices, manage contacts, record payments, and fetch financial reports. This integration with Pipedream allows you to streamline your financial operations by connecting Moneybird with other apps and services to automate workflows, sync data, and trigger actions based on financial events.

Connect Moneybird#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    moneybird: {
      type: "app",
      app: "moneybird",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://moneybird.com/api/v2/${this.moneybird.$auth.administration_id}/users`,
      headers: {
        Authorization: `Bearer ${this.moneybird.$auth.oauth_access_token}`,
        "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}`,
      },
    })
  },
})

Start for free — no credit card required

Watch a demo