Integrate the Regal API with the Salesforce API

Setup the Regal API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Regal and Salesforce remarkably fast. Free for developers.

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Popular Ways to Connect Regal with Salesforce#

Add Contact to Event with Regal API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

Salesforce + Regal

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Add Contact to Event with Regal API on New Deleted Record (of Selectable Type) from Salesforce API

Salesforce + Regal

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Add Contact to Event with Regal API on New Outbound Message (Instant) from Salesforce API

Salesforce + Regal

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Add Contact to Event with Regal API on New Record (Instant, of Selectable Type) from Salesforce API

Salesforce + Regal

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Add Contact to Event with Regal API on New Record (of Selectable Type) from Salesforce API

Salesforce + Regal

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Popular Regal and Salesforce Triggers#

New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Deleted Record (of Selectable Type) from the Salesforce API

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.

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See the docs for more information.

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Popular Regal and Salesforce Actions#

Add Contact to Event with the Regal API

Add a contact to an event. See the documentation

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Create or Update Contact with the Regal API

Create or update a contacts. See the documentation

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Create or Update Contact or Event with the Regal API

Create and update contacts or add events to contacts. See the documentation

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Connect Regal#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    regal: {
      type: "app",
      app: "regal",
    }
  },
  async run({steps, $}) {
    const data = {
     "userId": "testing",
     "traits": {
     	"phones": {
        "+19545552399": {}
      },
      "firstName": "Rebecca",
     	"lastName": "Greene"
    },
    "eventSource": "crm"
    }
    return await axios($, {
      method: "post",
      url: `https://events.regalvoice.com/events`,
      headers: {
        "Authorization": `${this.regal.$auth.api_key}`,
      },
      data,
    })
  },
})

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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