What do you want to automate
with Ometria and Salesforce?
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Popular Ometria 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 Ometria 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 Ometria#
The Ometria API is a data-driven tool designed to empower marketers to efficiently orchestrate personalized customer experiences across multiple channels. With this API, you can automate the management of customer data, track customer behaviors, and trigger personalized marketing campaigns. By leveraging the power of Pipedream's integration capabilities, you can seamlessly connect Ometria with other services, sync data in real-time, and create custom, scalable automations to enhance your marketing efforts.
Connect Ometria#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
ometria: {
type: "app",
app: "ometria",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.ometria.com/v2/orders`,
headers: {
"X-Ometria-Auth": `${this.ometria.$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#
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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