Integrate the Salesforce API with the Clientify API

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

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Popular Ways to Connect Salesforce with Clientify#

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

Clientify + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Task Completed from Clientify API

Clientify + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Contact Created from Clientify API

Clientify + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Task Completed from Clientify API

Clientify + Salesforce

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

Clientify + Salesforce

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Popular Salesforce and Clientify Triggers#

New Contact Created from the Clientify API

Emit new event when a new contact is created.

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New Task Completed from the Clientify API

Emit new event when a task is completed.

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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 Clientify 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 Contact with the Clientify API

Create a new contact. 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 Task with the Clientify API

Add a new task. 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 Clientify#

The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.

Connect Clientify#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    clientify: {
      type: "app",
      app: "clientify",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.clientify.net/v1/users/`,
      headers: {
        "Authorization": `Token ${this.clientify.$auth.api_key}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

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