PayTrace
Find your payment gateway to happy. Simple payment solutions to save time and fuel growth.
Integrate the PayTrace API with the Salesforce (REST API) API
Setup the PayTrace API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate PayTrace and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect PayTrace with Salesforce (REST API)#
Popular PayTrace and Salesforce (REST API) Triggers#
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
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. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created
Popular PayTrace and Salesforce (REST API) Actions#
This method can be used to export a summary of specific batch details or currently pending settlement details by card and transaction type. If no optional parameter is provided, the latest batch details will be returned. See docs here
Adds an existing contact to an existing campaign. See Event SObject and Create Record
This method can be used to export settled transaction details within a specific batch. This method will return one or more transaction records. See docs here
Adds an existing lead to an existing campaign. See Event SObject and Create Record
This method can be used to export a set of batch summary details with a provided date range. This method will return one or more batch summary records. See docs here
Overview of PayTrace#
The PayTrace API offers a robust suite of payment processing tools for developers aiming to build seamless payment integrations. With it, you can automate credit card transactions, manage customer profiles, and generate detailed reports, among other functionalities. Leveraging the PayTrace API on Pipedream allows you to create workflows that interact with other services like CRMs, accounting software, and ecommerce platforms, facilitating tasks like sales automation, financial reconciliation, and data synchronization.
Connect PayTrace#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
paytrace: {
type: "app",
app: "paytrace",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.paytrace.com/`,
headers: {
Authorization: `Bearer ${this.paytrace.$auth.oauth_access_token}`,
},
})
},
})
Overview of Salesforce (REST API)#
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 (REST API)#
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}`,
},
})
},
})