Integrate the Salesforce API with the Concord API

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

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Popular Ways to Connect Salesforce with Concord#

Add Contact to Campaign with Salesforce (REST API) API on New Agreement with Status from Concord API

Concord + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Agreement with Status from Concord API

Concord + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Agreement with Status from Concord API

Concord + Salesforce

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Copy Contract with Concord API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Concord

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Copy Contract with Concord API on New Deleted Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Concord

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Popular Salesforce and Concord Triggers#

New Agreement with Status from the Concord API

Emit new event for new agreements with the specified status(es) 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 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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Popular Salesforce and Concord Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Copy Contract with the Concord API

Create a Contract from another Contract 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 Draft from Template with the Concord API

Create a Draft from a Template 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 Concord#

The Concord API provides access to a contract management platform that lets users automate the creation, negotiation, signing, and management of contracts. With the API, you can leverage Concord's features in a programmatic way, allowing for integration with external systems and automation of workflows. Using Pipedream, you can connect Concord's capabilities to a multitude of other services, trigger workflows based on events within Concord, or perform operations in Concord in response to triggers from other apps.

Connect Concord#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    concord: {
      type: "app",
      app: "concord",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.concord.$auth.environment}.concordnow.com/api/rest/1/user/me`,
      headers: {
        "X-API-KEY": `${this.concord.$auth.api_key}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

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