Integrate the Salesforce API with the Kite Suite API

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

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Popular Ways to Connect Salesforce with Kite Suite#

Add Contact to Campaign with Salesforce (REST API) API on New Task Created from Kite Suite API

Kite Suite + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Task Created from Kite Suite API

Kite Suite + Salesforce

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

Kite Suite + Salesforce

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Create Account with Salesforce (REST API) API on New Task Created from Kite Suite API

Kite Suite + Salesforce

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Create Attachment with Salesforce (REST API) API on New Task Created from Kite Suite API

Kite Suite + Salesforce

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Popular Salesforce and Kite Suite Triggers#

New Task Created from the Kite Suite API

Emit new event when a new task is created in a Project

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

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

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Popular Salesforce and Kite Suite 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 Kite Suite API

Create a new task in a project in Kite Suite. See the documentation

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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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Send Message with the Kite Suite API

Sends a message to a user or project group using Kite Suite. 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 Kite Suite#

The Kite Suite API enables you to automate and integrate your Kite Suite project management tasks seamlessly into Pipedream workflows. With this API, you can create, update, and manage projects, tasks, and teams, allowing for streamlined communication and coordination within your organization. By leveraging Pipedream's capabilities, you can connect Kite Suite with various other apps and services, triggering actions based on events, scheduling regular updates, or even processing data in real-time.

Connect Kite Suite#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    kite_suite: {
      type: "app",
      app: "kite_suite",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.kitesuite.com/api/v1/directory`,
      headers: {
        "api-token": `${this.kite_suite.$auth.api_token}`,
        "workspace": `{{your_workspace_key}}`,
        "Accept": `application/json`,
      },
    })
  },
})

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