Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Grist API
Setup the Salesforce API trigger to run a workflow which integrates with the Grist API. Pipedream's integration platform allows you to integrate Salesforce and Grist remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Grist#
Popular Salesforce and Grist Triggers#
Emit new event once a record is updated or newly created in Grist. See the documentation
Emit new event when a record is just created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
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.
Popular Salesforce and Grist Actions#
Adds an existing contact to an existing campaign. See the documentation
Add records in a specified table or updates existing matching records. 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 Grist#
Grist API on Pipedream enables you to automate data management tasks in your Grist documents. This might mean syncing data across different platforms, triggering notifications based on data changes, or processing data through custom logic. With Pipedream, you can use the Grist API to build workflows that react to events in real-time, connect to hundreds of other services, manipulate data in sophisticated ways, and create custom endpoints to integrate with your Grist data.
Connect Grist#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
grist: {
type: "app",
app: "grist",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://docs.getgrist.com/api/orgs`,
headers: {
Authorization: `Bearer ${this.grist.$auth.api_key}`,
},
})
},
})
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