What do you want to automate
with Salesforce and ConvertAPI?
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Popular Ways to Connect Salesforce with ConvertAPI#
Popular Salesforce and ConvertAPI Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Salesforce and ConvertAPI Actions#
Adds an existing contact to an existing campaign. See the documentation
This action converts a base64-string-encoded file into the user-specified format. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Use this action to convert files to the chosen format. See the documentation
Converts a website page to a specified format. See the documentation
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 ConvertAPI#
ConvertAPI is a powerhouse for online file conversion, enabling you to transform files from one format to another effortlessly. It supports a plethora of file types, from common ones like PDFs and DOCs to more obscure formats. With ConvertAPI on Pipedream, you can automate file conversion tasks, seamlessly integrating them into workflows that trigger on events from other apps or schedules. Imagine converting incoming email attachments, processing uploaded documents, or archiving files in a different format—all happening automatically, in the background.
Connect ConvertAPI#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
convertapi: {
type: "app",
app: "convertapi",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://v2.convertapi.com/user`,
params: {
Secret: `${this.convertapi.$auth.api_secret}`,
},
})
},
})
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