Pipefy
Process Management, Workflow Management Software
Integrate the Pipefy API with the Salesforce (REST API) API
Setup the Pipefy API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Pipefy and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Pipefy with Salesforce (REST API)#
Popular Pipefy and Salesforce (REST API) Triggers#
Popular Pipefy and Salesforce (REST API) Actions#
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
Creates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See Account SObject and Create Record
Creates an attachment, which represents a file that a User has uploaded and attached to a parent object. See Attachment SObject and Create Record
Overview of Pipefy#
Pipefy is a platform that empowers users to streamline complex processes and workflows without the need for technical skills. With the Pipefy API, you can automate various aspects of your Pipefy environment, such as creating cards, updating fields, and managing pipelines programmatically. Use Pipedream to connect Pipefy with hundreds of other apps and orchestrate workflows that can save time, reduce errors, and enhance efficiency.
Connect Pipefy#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pipefy: {
type: "app",
app: "pipefy",
}
},
async run({steps, $}) {
const data = {
"query": `{ me { name } }`,
}
return await axios($, {
method: "post",
url: `https://api.pipefy.com/graphql`,
headers: {
Authorization: `Bearer ${this.pipefy.$auth.token}`,
},
data,
})
},
})
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}`,
},
})
},
})