Integrate the Salesforce API with the Chaser API

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

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Popular Ways to Connect Salesforce with Chaser#

Create Customer with Chaser API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Chaser

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Create Customer with Chaser API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Chaser

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Create Customer with Chaser API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Chaser

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Create Customer with Chaser API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Chaser

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Create Invoice with Chaser API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Chaser

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Popular Salesforce and Chaser Triggers#

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 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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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

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Popular Salesforce and Chaser 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 Customer with the Chaser API

Creates a new customer in Chaser. 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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Create Invoice with the Chaser API

Creates a new invoice in Chaser. 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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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 Chaser#

The Chaser API enables users to automate their accounts receivable process efficiently, making it possible to manage and follow up on invoices programmatically. By integrating Chaser with Pipedream, users can automate invoice reminders, synchronize financial data with other business applications, and generate detailed accounts receivable reports. These capabilities help businesses improve their cash flow and minimize the time spent on manual follow-ups.

Connect Chaser#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    chaser: {
      type: "app",
      app: "chaser",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.chaser.$auth.host}/v1/organisations`,
      auth: {
        username: `${this.chaser.$auth.key}`,
        password: `${this.chaser.$auth.secret}`,
      },
    })
  },
})

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