What do you want to automate
with Salesforce and Dynalist?
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Popular Ways to Connect Salesforce with Dynalist#
Popular Salesforce and Dynalist 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 Dynalist Actions#
Adds an existing contact to an existing campaign. See the documentation
Edits the title of a specific document in Dynalist. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Fetches the content of a specific document. See the documentation
Inserts content to a specific document. If the document has existing content, the new content will be appended. 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 Dynalist#
The Dynalist API enables programmatic access to the powerful outlining and organizing features of Dynalist, a tool designed for structured note-taking and dynamic lists. With Pipedream, you can automate tasks, sync data, and connect Dynalist to other apps and services to enhance productivity. This could include creating new documents, updating lists, and extracting items for reporting or integration with project management tools.
Connect Dynalist#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
dynalist: {
type: "app",
app: "dynalist",
}
},
async run({steps, $}) {
const data = {
"token": `${this.dynalist.$auth.api_token}`,
}
return await axios($, {
method: "post",
url: `https://dynalist.io/api/v1/file/list`,
data,
})
},
})
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