Integrate the Salesforce API with the Aero Workflow API

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

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Popular Ways to Connect Salesforce with Aero Workflow#

Add Contact to Campaign with Salesforce (REST API) API on New Company Created Event from Aero Workflow API

Aero Workflow + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Company Created Event from Aero Workflow API

Aero Workflow + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Company Created Event from Aero Workflow API

Aero Workflow + Salesforce

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Create Account with Salesforce (REST API) API on New Company Created Event from Aero Workflow API

Aero Workflow + Salesforce

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Create Appointment with Aero Workflow API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Aero Workflow

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Popular Salesforce and Aero Workflow Triggers#

New Company Created Event from the Aero Workflow API

Emit new events when a new company is created. See the docs

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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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Popular Salesforce and Aero Workflow Actions#

Add Contact to Campaign with the Salesforce API

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

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Create Appointment with the Aero Workflow API

Creates an appointment See the docs here

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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 Company with the Aero Workflow API

Creates a company See the docs here

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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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}`,
      },
    })
  },
})

Overview of Aero Workflow#

The Aero Workflow API enables the automation of task management and workflow optimization for professional service firms. Using Pipedream, you can harness this API to create powerful automations that streamline the tasks and procedures within your business. This can significantly reduce manual input, error rates, and increase overall efficiency.

Connect Aero Workflow#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    aero_workflow: {
      type: "app",
      app: "aero_workflow",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.aeroworkflow.com/api/${this.aero_workflow.$auth.account_number}/me`,
      headers: {
        "apikey": `${this.aero_workflow.$auth.api_key}`,
      },
    })
  },
})

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