Plain
Customer support for modern tools. Fast, flexible and extendable.
Integrate the Plain API with the Salesforce (REST API) API
Setup the Plain API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Plain and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Plain with Salesforce (REST API)#
Popular Plain 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
Overview of Plain#
The Plain API provides functionality for automating customer support tasks, such as managing conversations, customers, and team inboxes. Within Pipedream, you can leverage these features to create custom workflows that respond to events from your app or external services, triggering actions in Plain. By integrating the Plain API with Pipedream, you can enhance customer support efficiency, streamline communication, and keep customer data synchronized across platforms.
Connect Plain#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
plain: {
type: "app",
app: "plain",
}
},
async run({steps, $}) {
const data = {
"query": `query Workspace {
workspace(workspaceId: "${this.plain.$auth.workspace_id}") {
id
publicName
}
}`,
}
return await axios($, {
method: "post",
url: `https://core-api.uk.plain.com/graphql/v1`,
headers: {
Authorization: `Bearer ${this.plain.$auth.api_key}`,
"Content-Type": `application/json`,
},
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}`,
},
})
},
})