Integrate the Salesforce API with the Envoy API

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

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Popular Ways to Connect Salesforce with Envoy#

Add Contact to Campaign with Salesforce (REST API) API on New event when a visitor changes its signed status from Envoy API

Envoy + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New event when a visitor is invited from Envoy API

Envoy + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New event when a visitor changes its signed status from Envoy API

Envoy + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New event when a visitor is invited from Envoy API

Envoy + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New event when a visitor changes its signed status from Envoy API

Envoy + Salesforce

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Popular Salesforce and Envoy Triggers#

New event when a visitor changes its signed status from the Envoy API

Emit new event for each visitor who signed in or out. See the docs.

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New event when a visitor is invited from the Envoy API

Emit new event for each invitations to a person or a group of people to visit a location. See the docs.

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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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Popular Salesforce and Envoy Actions#

Add Contact to Campaign with the Salesforce API

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

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Create an Invite with the Envoy API

Create an Invite to a person to visit a location. See the docs.

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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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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

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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 Envoy#

The Envoy API empowers users to streamline workplace operations, particularly visitor management, deliveries, and room bookings. Leveraging Pipedream's capabilities, you can automate tasks involving these aspects. For example, you can receive notifications when guests arrive, sync visitor data with other systems, or automate the creation and management of room bookings.

Connect Envoy#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    envoy: {
      type: "app",
      app: "envoy",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.envoy.com/v1/employees/`,
      headers: {
        Authorization: `Bearer ${this.envoy.$auth.oauth_access_token}`,
      },
    })
  },
})

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