OnStrategy
From self-guided planning to full-service strategy design, we can help get a strategic plan done that meets your needs and budget.
Integrate the OnStrategy API with the Salesforce API
Setup the OnStrategy API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate OnStrategy and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect OnStrategy with Salesforce#
Popular OnStrategy and Salesforce Triggers#
Emit new event when a new goal is created within the OnStrategy app. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
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.
Emit new event when a new outbound message is received in Salesforce.
Emit new event when a record of the selected object type is created. See the documentation
Popular OnStrategy 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
Creates an Attachment on a parent object. See the documentation
Overview of OnStrategy#
The OnStrategy API lets you automate strategic planning and tracking within your organization. You can create, update, and retrieve data on goals, actions, and progress, making it simpler to integrate strategic management into daily workflows. Pipedream's serverless platform eases the process by allowing you to construct workflows that link OnStrategy with other apps, trigger actions based on events, and handle data programmatically without managing servers.
Connect OnStrategy#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
onstrategy: {
type: "app",
app: "onstrategy",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.onstrategyhq.com/api/accounts.json`,
params: {
key: `${this.onstrategy.$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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies