Moxie

Moxie is a set of stupid-good tools work for you. Features Client management Invoices Project management Time tracking Accounting Collaborators Proposals & more.

Integrate the Moxie API with the Salesforce API

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

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Add Contact to Campaign with Salesforce (REST API) API on New Client Added from Moxie API
Moxie + Salesforce
 
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Add Contact to Campaign with Salesforce (REST API) API on New Project Created from Moxie API
Moxie + Salesforce
 
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Add Lead to Campaign with Salesforce (REST API) API on New Client Added from Moxie API
Moxie + Salesforce
 
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Add Lead to Campaign with Salesforce (REST API) API on New Project Created from Moxie API
Moxie + Salesforce
 
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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Client Added from Moxie API
Moxie + Salesforce
 
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New Client Added from the Moxie API

Emit new event when a new client is created.

 
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New Project Created from the Moxie API

Emit new event when a new project is created.

 
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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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Create Client with the Moxie API

Create a new client. See the documentation

 
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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 Task with the Moxie API

Create a new task. 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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Overview of Moxie

The Moxie API provides tools to facilitate customer engagement through chat and messaging services. With this API, you can integrate real-time chat capabilities, manage conversations, and leverage customer data to provide personalized support. On Pipedream, you can use the Moxie API to create automated workflows that respond to events in Moxie, such as new messages or chat engagements, and connect them with other services to enhance customer support, automate responses, and streamline communication processes.

Connect Moxie

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    moxie: {
      type: "app",
      app: "moxie",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.moxie.$auth.base_url}action/clients/list`,
      headers: {
        "X-API-KEY": `${this.moxie.$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

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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}`,
      },
    })
  },
})

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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo