Salesforce (REST API)
Web services API for interacting with Salesforce
Integrate the Salesforce (REST API) API with the Filter API
Setup the Salesforce (REST API) API trigger to run a workflow which integrates with the Filter API. Pipedream's integration platform allows you to integrate Salesforce (REST API) and Filter remarkably fast. Free for developers.
Popular Ways to Connect Salesforce (REST API) with Filter#
Popular Salesforce (REST API) and Filter Triggers#
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
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.
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.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created
Popular Salesforce (REST API) and Filter Actions#
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Continue workflow execution only if a condition is met
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
Overview of Salesforce (REST API)#
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 (REST API)#
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 Filter#
The Filter API in Pipedream allows for real-time data processing within workflows. It's designed to evaluate data against predefined conditions, enabling workflows to branch or perform specific actions based on those conditions. This API is instrumental in creating efficient, targeted automations that respond dynamically to diverse datasets. Using the Filter API, you can refine streams of data, ensuring that subsequent steps in your Pipedream workflow only execute when the data meets your specified criteria. This cuts down on unnecessary processing and facilitates the creation of more intelligent, context-aware systems.
Connect Filter#
export default defineComponent({
async run({ steps, $ }) {
let condition = false
if (condition == false) {
$.flow.exit("Ending workflow early because the condition is false")
} else {
$.export("$summary", "Continuing workflow, since condition for ending was not met.")
}
},
})