Integrate the Salesforce API with the KanbanFlow API

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

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Popular Ways to Connect Salesforce with KanbanFlow#

Add Contact to Campaign with Salesforce (REST API) API on Task Created from KanbanFlow API

KanbanFlow + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on Task Moved from KanbanFlow API

KanbanFlow + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on Task Created from KanbanFlow API

KanbanFlow + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on Task Moved from KanbanFlow API

KanbanFlow + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on Task Created from KanbanFlow API

KanbanFlow + Salesforce

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Popular Salesforce and KanbanFlow Triggers#

Task Created from the KanbanFlow API

Emit new event when a new task is created

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Task Moved from the KanbanFlow API

Emit new event when a task is moved

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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 KanbanFlow 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 Task with the KanbanFlow API

Create a task (docs available on board settings)

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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 KanbanFlow#

The KanbanFlow API unlocks the potential for creating customized, automated workflows to enhance productivity and streamline task management. By tapping into this API via Pipedream, developers can craft serverless functions that interact with KanbanFlow boards, tasks, users, and time tracking features. These automations can range from syncing tasks across platforms to triggering notifications based on task updates.

Connect KanbanFlow#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    kanbanflow: {
      type: "app",
      app: "kanbanflow",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://kanbanflow.com/api/v1/users`,
      params: {
        apiToken: `${this.kanbanflow.$auth.api_token}`,
      },
    })
  },
})

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