What do you want to automate
with Personio and Salesforce?
Prompt, edit and deploy AI agents that connect to Personio, Salesforce and 2,800+ other apps in seconds.
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Popular Ways to Connect Personio with Salesforce#
Popular Personio 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
Popular Personio 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
Overview of Personio#
The Personio API provides programmatic access to HR management functions, allowing you to manage employee data, time tracking, payroll, and recruitment processes. With Pipedream, you can leverage this API to create automations and workflows that can streamline HR operations, react to events in Personio in real-time, and connect HR data to other systems seamlessly.
Connect Personio#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
personio: {
type: "app",
app: "personio",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.personio.de/v1/company/attendances/projects`,
headers: {
Authorization: `Bearer ${this.personio.$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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