Integrate the Salesforce API with the Lob API

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

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Popular Ways to Connect Salesforce with Lob#

Cancel Postcard with Lob API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Lob

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Cancel Postcard with Lob API on New Outbound Message (Instant) from Salesforce API

Salesforce + Lob

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Cancel Postcard with Lob API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Lob

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Cancel Postcard with Lob API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Lob

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Create Letter with Lob API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Lob

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Popular Salesforce and Lob Triggers#

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 Lob Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Cancel Postcard with the Lob API

Completely removes a postcard from production. This can only be done if the postcard has a send_date and the send_date has not yet passed. See docs here.

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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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Create Letter with the Lob API

Creates a new letter. See docs here.

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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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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 Lob#

The Lob API provides a suite of automation capabilities focused on direct mail, address verification, and print management. With Lob, you can automate the sending of physical mail programmatically, verify addresses to ensure deliverability, and manage printing logistics for marketing campaigns or operational needs. It's a powerful tool for bridging the digital and physical mailing worlds, particularly useful for marketing, billing, and compliance communications.

Connect Lob#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    lob: {
      type: "app",
      app: "lob",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.lob.com/v1/addresses`,
      auth: {
        username: this.lob.$auth.secret_api_key,
        password: ''
      },
    })
  },
})

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