Integrate the Salesforce API with the Dex API

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

Popular Ways to Connect Salesforce with Dex#

Create Note with Dex API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Dex

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Create Note with Dex API on New Deleted Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Dex

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Create Note with Dex API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Dex

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Create Note with Dex API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Dex

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Create Note with Dex API on New Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Dex

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Popular Salesforce and Dex Triggers#

New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted

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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. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created

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New 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 created. See the docs for more information.

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Popular Salesforce and Dex Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See Event SObject and Create Record

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Create Note with the Dex API

Establishes a brand new note within dex. See the documentation

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See Event SObject and Create Record

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Create or Update Contact with the Dex API

Adds a new contact or updates an existing one if the email address already exists in the Dex system. 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 Dex#

The Dex API offers a path to streamline and automate your relationship management by allowing you to sync, update, and interact with your personal Dex CRM data programmatically. On Pipedream, you can leverage this API to create powerful automations that keep your network vibrant and your connections strong, without manual effort. By integrating Dex with other apps on Pipedream, you can tailor workflows that sync contact info, set reminders for follow-ups, or trigger personalized communications based on various criteria.

Connect Dex#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    dex: {
      type: "app",
      app: "dex",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.getdex.com/api/rest/contacts`,
      headers: {
        "x-hasura-dex-api-key": `${this.dex.$auth.api_key}`,
      },
    })
  },
})