Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Coda API
Setup the Salesforce API trigger to run a workflow which integrates with the Coda API. Pipedream's integration platform allows you to integrate Salesforce and Coda remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Coda#
Popular Salesforce and Coda Triggers#
Emit new event for every created / updated row in a table. 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.
Emit new event when a record of the selected object type is created. See the documentation
Popular Salesforce and Coda 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 Coda#
The Coda API enables you to interact with your Coda docs for both data retrieval and manipulation. By leveraging this API on Pipedream, you can automate document updates, synchronize data across different platforms, orchestrate complex workflows, and react to changes in real-time. Coda’s tables can act as dynamic databases that interconnect with various services, allowing you to streamline operations that depend on the timely and accurate exchange of information.
Connect Coda#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
coda: {
type: "app",
app: "coda",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://coda.io/apis/v1/whoami`,
headers: {
Authorization: `Bearer ${this.coda.$auth.api_token}`,
"Content-Type": `application/json`,
},
})
},
})
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