Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Kanban Tool API
Setup the Salesforce API trigger to run a workflow which integrates with the Kanban Tool API. Pipedream's integration platform allows you to integrate Salesforce and Kanban Tool remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Kanban Tool#
Popular Salesforce and Kanban Tool Triggers#
Emit new events when a new activity occured on selected board. See the docs
Emit new events when a new board collaborator is created on selected board. See the docs
Emit new events when a new board is created or given access for a new board. See the docs
Emit new events when a new card type is created on selected board. See the docs
Emit new events when a new comment is created on selected board. See the docs
Popular Salesforce and Kanban Tool Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Marks a subtask as completed See the docs here
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 Kanban Tool#
The Kanban Tool API allows for the seamless integration and manipulation of Kanban boards, tasks, and workflows to optimize project management and team collaboration. By leveraging this API on Pipedream, you can automate task updates, synchronize boards with other data sources, and create custom notifications—thus enhancing productivity and maintaining momentum across projects.
Connect Kanban Tool#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
kanban_tool: {
type: "app",
app: "kanban_tool",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.kanban_tool.$auth.domain}.kanbantool.com/api/v3/users/current.json`,
headers: {
Authorization: `Bearer ${this.kanban_tool.$auth.api_token}`,
},
})
},
})
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