Integrate the Salesforce API with the Agrello API

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

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Popular Ways to Connect Salesforce with Agrello#

Add Contact to Campaign with Salesforce API on New Document Added to Folder from Agrello API

Agrello + Salesforce

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Add Contact to Campaign with Salesforce API on New Signature Added to Document (Instant) from Agrello API

Agrello + Salesforce

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Add Contact to Campaign with Salesforce API on New Signed Document (Instant) from Agrello API

Agrello + Salesforce

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Add Lead to Campaign with Salesforce API on New Document Added to Folder from Agrello API

Agrello + Salesforce

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Add Lead to Campaign with Salesforce API on New Signature Added to Document (Instant) from Agrello API

Agrello + Salesforce

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Popular Salesforce and Agrello Triggers#

New Document Added to Folder from the Agrello API

Emit new event when a user adds a document to a specific folder. See the documentation

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New Signature Added to Document (Instant) from the Agrello API

Emit new event when a signature is added to a container.

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New Signed Document (Instant) from the Agrello API

Emit new event when a given document is signed by all parties.

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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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Popular Salesforce and Agrello Actions#

Add Contact to Campaign with the Salesforce API

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

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Get Document with the Agrello API

Get a document in Agrello. See the documentation

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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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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

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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}`,
      },
    })
  },
})

Connect Agrello#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    agrello: {
      type: "app",
      app: "agrello",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.agrello.io/public/v3/workspace`,
      headers: {
        Authorization: `Bearer ${this.agrello.$auth.oauth_access_token}`,
      },
    })
  },
})

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