Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Help Scout API
Setup the Salesforce API trigger to run a workflow which integrates with the Help Scout API. Pipedream's integration platform allows you to integrate Salesforce and Help Scout remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Help Scout#
Popular Salesforce and Help Scout Triggers#
Emit new event when a conversation is assigned to an agent. See the documentation
Emit new event when a new conversation is created.
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.
Popular Salesforce and Help Scout Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds a note to an existing conversation in Help Scout. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Creates a new customer record in Help Scout. 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 Help Scout#
The Help Scout API provides programmatic access to customer support functionalities, allowing the automation of ticketing, customer communication, and reporting tasks. With this API, you can read and send messages, manage conversations, work with mailboxes, create and update customers’ information, and generate reports. Utilizing the API on Pipedream, you can automate workflows that respond to events in Help Scout in real-time, integrate customer support data with other business tools, and streamline support operations.
Connect Help Scout#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
help_scout: {
type: "app",
app: "help_scout",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.helpscout.net/v2/users/me`,
headers: {
Authorization: `Bearer ${this.help_scout.$auth.oauth_access_token}`,
},
})
},
})
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