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with RiskAdvisor and Salesforce?
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Popular Ways to Connect RiskAdvisor with Salesforce#
Popular RiskAdvisor and Salesforce Triggers#
Emit new event each time a client is updated in RiskAdvisor. See the documentation
Emit new event when a case is updated. See the documentation
Emit new event each time a new client is created in RiskAdvisor. 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
Popular RiskAdvisor 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
Creates a risk profile in RiskAdvisor. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
Overview of RiskAdvisor#
The RiskAdvisor API offers a way to integrate insurance advisory services into your applications seamlessly. By leveraging this API within Pipedream, you can automate the process of obtaining insurance quotes, processing claims, and providing personalized insurance advice. Pipedream's serverless execution environment allows you to create workflows that react to various triggers (such as webhooks, emails, or schedules) and interact with the RiskAdvisor API to carry out tasks without manual intervention. This can streamline operations for insurance agencies, fintech apps, or any business that needs to integrate insurance-related services.
Connect RiskAdvisor#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
riskadvisor: {
type: "app",
app: "riskadvisor",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.riskadvisor.insure/api/clients`,
headers: {
Authorization: `Bearer ${this.riskadvisor.$auth.api_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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