What do you want to automate
with Salesforce and ClickHelp?
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Popular Ways to Connect Salesforce with ClickHelp#
Popular Salesforce and ClickHelp Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when a topic is created. 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 ClickHelp Actions#
Adds an existing contact to an existing campaign. See the documentation
Generates a backup of the specified project. This action ensures you have a safe copy of your project in case of any unpredicted data loss. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Creates a new publication from the designated project. This action allows you to share your content with others in various formats. See the documentation
Produces a new topic in the existing project. A useful action for starting a new chapter or section within your project. See the documentation
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 ClickHelp#
The ClickHelp API allows technical writers to automate and interact with the ClickHelp documentation platform programmatically. With this API, Pipedream users can create, update, retrieve, and manage documentation projects, topics, and users within ClickHelp. It opens up opportunities to streamline documentation workflows, integrate with content management systems, and trigger notifications based on documentation changes or reviews.
Connect ClickHelp#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
clickhelp: {
type: "app",
app: "clickhelp",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.clickhelp.$auth.portal_domain}/api/v1/users`,
auth: {
username: `${this.clickhelp.$auth.email}`,
password: `${this.clickhelp.$auth.api_key}`,
},
})
},
})
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