with Salesforce and Microsoft Dynamics 365 Sales?
Emit new event when the ownership of an account changes.
Emit new event when an account is activated or deactivated.
Emit new event when a case is updated. See the documentation
Emit new event when a contact is added to an account.
Emit new event when a new task or activity is created for an account.
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
Create a custom entity. See the documentation
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.
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}`,
},
})
},
})
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
microsoft_dynamics_365_sales: {
type: "app",
app: "microsoft_dynamics_365_sales",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.microsoft_dynamics_365_sales.$auth.api_url}/api/data/v9.2/WhoAmI`,
headers: {
Authorization: `Bearer ${this.microsoft_dynamics_365_sales.$auth.oauth_access_token}`,
"odata-maxversion": `4.0`,
"odata-version": `4.0`,
"content-type": `application/json`,
},
})
},
})