Integrate the Pennylane API with the Salesforce API

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

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Popular Ways to Connect Pennylane with Salesforce#

Add Contact to Campaign with Salesforce API on New Billing Subscription Created from Pennylane API

Pennylane + Salesforce

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Add Contact to Campaign with Salesforce API on New Customer Created from Pennylane API

Pennylane + Salesforce

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Add Contact to Campaign with Salesforce API on New Customer Invoice Created or Imported from Pennylane API

Pennylane + Salesforce

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Add Lead to Campaign with Salesforce API on New Billing Subscription Created from Pennylane API

Pennylane + Salesforce

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Add Lead to Campaign with Salesforce API on New Customer Created from Pennylane API

Pennylane + Salesforce

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Popular Pennylane and Salesforce Triggers#

New Billing Subscription Created from the Pennylane API

Emit new event when a billing subscription is created.

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New Customer Created from the Pennylane API

Emit new event when a customer is created.

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New Customer Invoice Created or Imported from the Pennylane API

Emit new event when a new invoice is created or imported.

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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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Popular Pennylane and Salesforce Actions#

Create Billing Subscription with the Pennylane API

Creates a billing subscription for a customer. 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 Customer with the Pennylane API

Creates a new customer in Pennylane. 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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Create Customer Invoice with the Pennylane API

Generates a new invoice for a customer using Pennylane. See the documentation

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Connect Pennylane#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pennylane: {
      type: "app",
      app: "pennylane",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.pennylane.com/api/external/v1/me`,
      headers: {
        Authorization: `Bearer ${this.pennylane.$auth.oauth_access_token}`,
        "Accept": `application/json`
      },
    })
  },
})

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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