Process Street
Checklist, Workflow and SOP Software
Integrate the Process Street API with the Salesforce (REST API) API
Setup the Process Street API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Process Street and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Process Street with Salesforce (REST API)#
Popular Process Street and Salesforce (REST API) Triggers#
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Popular Process Street 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
Overview of Process Street#
The Process Street API empowers you to automate and integrate your checklists and workflows with other apps to streamline business operations. With the API, you can create workflows, manage tasks, trigger actions based on checklist completion, and synchronize data across tools. This paves the way for endless possibilities in terms of project management, compliance tracking, onboarding processes, and routine audits, all managed within the familiar interface of Process Street but supercharged with Pipedream's connectivity.
Connect Process Street#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
process_street: {
type: "app",
app: "process_street",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://public-api.process.st/checklists`,
headers: {
"X-API-KEY": `${this.process_street.$auth.api_key}`,
},
})
},
})
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}`,
},
})
},
})