What do you want to automate
with Occasion and Salesforce?
Prompt, edit and deploy AI agents that connect to Occasion, Salesforce and 3,000+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Occasion and Salesforce Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Occasion and Salesforce Actions#
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
Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation
Overview of Occasion#
The Occasion API provides a suite of tools to manage and automate event booking and scheduling. Through Pipedream, you can harness this API to create powerful automations by triggering workflows based on booking activity, syncing event data with other services, managing customer information, and more. Utilizing Pipedream's capability to connect with 3,000+ apps, you can extend the functionality of the Occasion API to streamline operations, enhance customer experiences, and leverage event data in innovative ways.
Connect Occasion#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
occasion: {
type: "app",
app: "occasion",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.getoccasion.com/api/v1/merchants`,
auth: {
username: `${this.occasion.$auth.api_login}`,
password: `${this.occasion.$auth.api_secret}`,
},
})
},
})
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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies