What do you want to automate
with Salesforce and Affinda?
Prompt, edit and deploy AI agents that connect to Salesforce, Affinda and 3,000+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Salesforce with Affinda#
Popular Salesforce and Affinda Triggers#
Emit new event when a document parsing is completed in Affinda See docs here
Emit new event when a document is validated in Affinda. See docs here
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
Popular Salesforce and Affinda 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 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 Affinda#
The Affinda API offers a suite of powerful tools for document analysis and extraction, enabling you to automate the processing of resumes, invoices, bank statements, and other documents. By parsing detailed information from documents, Affinda can transform unstructured data into structured, actionable insights. With Pipedream, you can integrate Affinda's capabilities into serverless workflows, connecting to 3,000+ apps to automate tasks like candidate screening, financial data aggregation, or content management.
Connect Affinda#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
affinda: {
type: "app",
app: "affinda",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.affinda.$auth.api}.affinda.com/v3/organizations`,
headers: {
Authorization: `Bearer ${this.affinda.$auth.api_key}`,
"Accept": `application/json`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies