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with Persona and Salesforce?
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Popular Persona 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 Persona 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 Persona#
The Persona API lets you automate identity verification processes, tailor user onboarding, and ensure compliance with ease. Within Pipedream, you can use this API to create robust serverless workflows that trigger actions based on verification status, update CRM records, or even flag high-risk activities. Combining Persona with Pipedream's vast suite of integrated apps means you can streamline operations, enhance user trust, and maintain security without the heavy lifting of manual intervention.
Connect Persona#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
persona: {
type: "app",
app: "persona",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://withpersona.com/api/v1/accounts`,
headers: {
Authorization: `Bearer ${this.persona.$auth.api_key}`,
"Accept": `application/json`,
"Persona-Version": `2023-01-05`,
},
})
},
})
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