Integrate the Salesforce API with the Holded API

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

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Popular Ways to Connect Salesforce with Holded#

Add Contact to Campaign with Salesforce (REST API) API on New Contact Created from Holded API

Holded + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Invoice Created from Holded API

Holded + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Contact Created from Holded API

Holded + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Invoice Created from Holded API

Holded + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Contact Created from Holded API

Holded + Salesforce

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Popular Salesforce and Holded Triggers#

New Contact Created from the Holded API

Emit new event when an existing contact is created in Holded. See the docs.

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New Invoice Created from the Holded API

Emit new event when invoice is generated in Holded. 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 Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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Popular Salesforce and Holded 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 Contact with the Holded API

Add a new contact to Holded. 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 Holded#

The Holded API offers access to a versatile platform that combines accounting, invoicing, inventory, and project management. It's designed to streamline various business processes. With Pipedream, you can connect Holded to hundreds of other apps to automate workflows. This means you can sync invoices with your CRM, get real-time alerts for new sales, or even automate inventory updates. The API's endpoints allow you to manage contacts, products, accounting, and more, enabling your business to stay organized and efficient.

Connect Holded#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    holded: {
      type: "app",
      app: "holded",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.holded.com/api/invoicing/v1/contacts`,
      headers: {
        "Accept": `application/json`,
        "key": `${this.holded.$auth.api_key}`,
      },
    })
  },
})

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