What do you want to automate
with Salesforce and Knack?
Prompt, edit and deploy AI agents that connect to Salesforce, Knack and 2,800+ other apps in seconds.
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Popular Ways to Connect Salesforce with Knack#
Popular Salesforce and Knack Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Popular Salesforce and Knack Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
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 Knack#
The Knack API allows for robust interactions with your Knack database, enabling automation of data entry, retrieval, updates, and deletion. With Pipedream, you can leverage these capabilities to create seamless workflows that react to events in real-time, sync data across platforms, and enhance your database management without manual intervention. Think less about CRUD operations and more about the magic of connecting your Knack data to the digital tools ecosystem.
Connect Knack#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
knack: {
type: "app",
app: "knack",
}
},
async run({steps, $}) {
return await axios($, {
method: "post",
url: `https://api.knack.com/v1/objects/object_1/records`,
headers: {
"X-Knack-Application-Id": `${this.knack.$auth.application_id}`,
"X-Knack-REST-API-KEY": `${this.knack.$auth.api_key}`,
"content-type": `application/json`,
},
})
},
})
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