Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Firmao API
Setup the Salesforce API trigger to run a workflow which integrates with the Firmao API. Pipedream's integration platform allows you to integrate Salesforce and Firmao remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Firmao#
Popular Salesforce and Firmao Triggers#
Emit new event when a new customer is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Popular Salesforce and Firmao Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
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 Firmao#
The Firmao API allows for the integration of Firmao's CRM and ERP features into Pipedream's serverless platform, enabling the automation of tasks such as managing contacts, projects, tasks, invoices, and timesheets. By leveraging Pipedream's capabilities, users can create custom workflows that respond to events in Firmao, or orchestrate actions between Firmao and other apps to streamline business processes.
Connect Firmao#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
firmao: {
type: "app",
app: "firmao",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://system.firmao.net/${this.firmao.$auth.organization_id}/svc/v1/contacts`,
auth: {
username: `${this.firmao.$auth.api_login}`,
password: `${this.firmao.$auth.api_password}`,
},
})
},
})
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