Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Affinda API
Setup the Salesforce API trigger to run a workflow which integrates with the Affinda API. Pipedream's integration platform allows you to integrate Salesforce and Affinda remarkably fast. Free for developers.
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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 record of the selected object type is deleted. See the documentation
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.
Emit new event when a new outbound message is received in Salesforce.
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 hundreds of 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`,
},
})
},
})
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