What do you want to automate
with Salesforce and Melo?
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Popular Ways to Connect Salesforce with Melo#
Popular Salesforce and Melo Triggers#
Emit new event when a new property ad is created in Melo. Requires a Production Environment.
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 Melo Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
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 Melo#
Melo API enables you to manage and automate tasks related to project management and team collaboration. Utilize Melo's endpoints to create tasks, update project details, manage team assignments, and retrieve project metrics. Integrating Melo API with Pipedream allows you to connect your project management workflows with other apps and services, streamlining productivity and providing real-time updates across your tech stack.
Connect Melo#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
melo: {
type: "app",
app: "melo",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.melo.$auth.environment}.notif.immo/documents/properties`,
headers: {
"Content-Type": `application/json`,
"X-API-KEY": `${this.melo.$auth.api_key}`,
},
})
},
})
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