Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Cliniko API
Setup the Salesforce API trigger to run a workflow which integrates with the Cliniko API. Pipedream's integration platform allows you to integrate Salesforce and Cliniko remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Cliniko#
Popular Salesforce and Cliniko Triggers#
Emit new event when a booking is created in Cliniko. See the documentation
Emit new event when a contact is created in Cliniko. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
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.
Emit new event when a new outbound message is received in Salesforce.
Popular Salesforce and Cliniko Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
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 Cliniko#
The Cliniko API opens a gateway to healthcare practice management by allowing you to interact with patient data, appointments, treatments, and more. With Pipedream, you can automate mundane tasks, ensuring that patient care remains front and center. Think of syncing appointment data with other calendars, sending personalized follow-up emails, or even managing inventory based on treatment records, all streamlined on a serverless platform.
Connect Cliniko#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
cliniko: {
type: "app",
app: "cliniko",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.${this.cliniko.$auth.shard}.cliniko.com/v1/users`,
headers: {
"User-Agent": `Pipedream (support@pipedream.com)`,
"Accept": `application/json`,
},
auth: {
username: `${this.cliniko.$auth.api_key}`,
password: ``,
},
})
},
})
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