What do you want to automate
with Retriever and Salesforce?
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Popular Ways to Connect Retriever with Salesforce#
Popular Retriever and Salesforce Triggers#
Triggers when a new device return order is created. See the documentation
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Popular Retriever 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
Overview of Retriever#
The Retriever API is designed for automating contact information retrieval, enriching your CRM data, or building lead generation tools. By integrating it with Pipedream, you can strategically extract valuable data and automate workflows for marketing, sales, or customer support. Pipedream’s serverless platform enables you to connect Retriever with hundreds of other apps, triggering actions based on new data, or updating systems in real-time.
Connect Retriever#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
retriever: {
type: "app",
app: "retriever",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.helloretriever.com/api/v1/device_returns/`,
headers: {
Authorization: `Bearer ${this.retriever.$auth.api_key}`,
"Content-Type": `application/json`,
},
})
},
})
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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