Integrate the Salesforce API with the ClickHelp API

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

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Popular Ways to Connect Salesforce with ClickHelp#

Add Contact to Campaign with Salesforce (REST API) API on New Topic Created from ClickHelp API

ClickHelp + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on Topic Updated from ClickHelp API

ClickHelp + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Topic Created from ClickHelp API

ClickHelp + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on Topic Updated from ClickHelp API

ClickHelp + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Topic Created from ClickHelp API

ClickHelp + Salesforce

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Popular Salesforce and ClickHelp Triggers#

New Topic Created from the ClickHelp API

Emit new event when a topic is created. See the documentation

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Topic Updated from the ClickHelp API

Emit new event when a topic is updated. See the documentation

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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 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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Popular Salesforce and ClickHelp 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 Project Backup with the ClickHelp API

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

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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 Publication with the ClickHelp API

Creates a new publication from the designated project. This action allows you to share your content with others in various formats. 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 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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