Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Agiled API
Setup the Salesforce API trigger to run a workflow which integrates with the Agiled API. Pipedream's integration platform allows you to integrate Salesforce and Agiled remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Agiled#
Popular Salesforce and Agiled Triggers#
Emit new event when a new document is created in Agiled. See the documentation
Emit new event when a new estimate is created in Agiled. See the documentation
Emit new event when an invoice is created. See the documentation
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.
Popular Salesforce and Agiled 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 Agiled#
Agiled is a business management platform designed to streamline operations like CRM, project management, finances, and more. Through its API, you can automate various aspects of business management by creating, updating, and retrieving data on leads, customers, projects, tasks, invoices, and payments. Leveraging the Agiled API on Pipedream allows you to connect and automate these operations with hundreds of other apps and services to create custom workflows, facilitating data synchronization, event-driven actions, and time-saving automations.
Connect Agiled#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
agiled: {
type: "app",
app: "agiled",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://my.agiled.app/api/v1/users`,
headers: {
"accept": `application/json`,
"Brand": `${this.agiled.$auth.brand}`,
},
params: {
api_token: `${this.agiled.$auth.api_key}`,
},
})
},
})
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