Integrate the Salesforce API with the Dixa API

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

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Popular Ways to Connect Salesforce with Dixa#

Add Contact to Campaign with Salesforce API on New Conversation Created (Instant) from Dixa API

Dixa + Salesforce

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Add Contact to Campaign with Salesforce API on New Conversation Status Changed (Instant) from Dixa API

Dixa + Salesforce

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Add Contact to Campaign with Salesforce API on New Customer Satisfaction Rating (Instant) from Dixa API

Dixa + Salesforce

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Add Contact to Campaign with Salesforce API on New Message Added to Conversation (Instant) from Dixa API

Dixa + Salesforce

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Add Contact to Campaign with Salesforce API on New Tag Added in Conversation (Instant) from Dixa API

Dixa + Salesforce

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Popular Salesforce and Dixa Triggers#

New Conversation Created (Instant) from the Dixa API

Emit new event when a conversation is created in Dixa. See the documentation.

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New Conversation Status Changed (Instant) from the Dixa API

Emit new events when the status of a conversation changes (e.g., open, closed, or abandoned). See the documentation.

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New Customer Satisfaction Rating (Instant) from the Dixa API

Emit new event when a customer submits a satisfaction rating for a conversation. See the documentation.

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New Message Added to Conversation (Instant) from the Dixa API

Emit new event when a new message is added to a conversation. See the documentation.

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New Tag Added in Conversation (Instant) from the Dixa API

Emit new event when a tag is added to a conversation. See the documentation.

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Popular Salesforce and Dixa Actions#

Add Contact to Campaign with the Salesforce API

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

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Add Message to Conversation with the Dixa API

Adds a message to an existing conversation. 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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Add Tag to Conversation with the Dixa API

Adds a tag to a conversation. 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}`,
      },
    })
  },
})

Connect Dixa#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    dixa: {
      type: "app",
      app: "dixa",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://dev.dixa.io/v1/agents`,
      headers: {
        "authorization": `${this.dixa.$auth.api_key}`,
      },
    })
  },
})

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