Integrate the Salesforce API with the ClickUp API

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

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Popular Ways to Connect Salesforce with ClickUp#

Add Contact to Campaign with Salesforce (REST API) API on New Task Advanced (Instant) from ClickUp API

ClickUp + Salesforce

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Add Contact to Campaign with Salesforce API on New Folder (Instant) from ClickUp API

ClickUp + Salesforce

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Add Contact to Campaign with Salesforce API on New List (Instant) from ClickUp API

ClickUp + Salesforce

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Add Contact to Campaign with Salesforce API on New Task (Instant) from ClickUp API

ClickUp + Salesforce

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Add Contact to Campaign with Salesforce API on New Task Comment (Instant) from ClickUp API

ClickUp + Salesforce

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Popular Salesforce and ClickUp 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 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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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 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 created. See the docs for more information.

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Popular Salesforce and ClickUp 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 Chat View Comment with the ClickUp API

Creates a chat view comment. See the docs here in Comments / Create Chat View Comment section.

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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 Checklist with the ClickUp API

Creates a new checklist in a task. See the docs here in Checklists / Create Checklist section.

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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 ClickUp#

The ClickUp API on Pipedream allows you to automate tasks, sync data across various platforms, and construct custom workflows to streamline project management. By leveraging the API, you can create tasks, update statuses, and manipulate lists or spaces programmatically. Whether you're looking to integrate ClickUp with your CRM, coordinate cross-functional teams, or just manage notifications, Pipedream's serverless platform lets you build scalable, event-driven processes with minimal fuss.

Connect ClickUp#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clickup: {
      type: "app",
      app: "clickup",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.clickup.com/api/v2/user`,
      headers: {
        "content-type": `application/json`,
        "Authorization": `${this.clickup.$auth.oauth_access_token}`,
      },
    })
  },
})

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