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with Planning Center and Salesforce?
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Popular Ways to Connect Planning Center with Salesforce#
Popular Planning Center and Salesforce Triggers#
Emit new event when a new calendar event is created. See the documentation
Emit new event when a donation is received. See the documentation
Emit new event when a person is added to the specified list. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Popular Planning Center 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
Creates an Attachment on a parent object. See the documentation
Overview of Planning Center#
The Planning Center API offers a suite of church management features, allowing for the seamless coordination of events, services, and resources. With Pipedream, you can automate tasks, sync data across different platforms, and create dynamic workflows that save time and reduce errors. This can include managing attendees, coordinating service schedules, tracking donations, and more. Pipedream's serverless platform connects with the Planning Center API to create workflows that trigger on new data, process and transform data, and automate communication and organizational tasks.
Connect Planning Center#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
planning_center: {
type: "app",
app: "planning_center",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.planningcenteronline.com/people/v2/me`,
headers: {
Authorization: `Bearer ${this.planning_center.$auth.oauth_access_token}`,
},
})
},
})
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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