Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the GoCardless Bank Account Data (formerly Nordigen) API
Setup the Salesforce API trigger to run a workflow which integrates with the GoCardless Bank Account Data (formerly Nordigen) API. Pipedream's integration platform allows you to integrate Salesforce and GoCardless Bank Account Data (formerly Nordigen) remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with GoCardless Bank Account Data (formerly Nordigen)#
Popular Salesforce and GoCardless Bank Account Data (formerly Nordigen) Triggers#
Emit new event when a transaction occurs
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Emit new event when a record of the selected object type is created. See the documentation
Emit new event when a record of the selected type is updated. See the documentation
Popular Salesforce and GoCardless Bank Account Data (formerly Nordigen) Actions#
Adds an existing contact to an existing campaign. See the documentation
Create a requisition link and id to be used in other Nordigen actions. See the docs
Adds an existing lead to an existing campaign. See the documentation
Delete requisition and its end user agreement. See the docs
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 GoCardless Bank Account Data (formerly Nordigen)#
The GoCardless Bank Account Data API furnishes you with the ability to access enriched banking data, enabling the creation of financial insights and streamlining customer verification processes. By integrating this API with Pipedream, you can automate various tasks involving bank account transactions and customer data analysis. For instance, you might set up workflows to monitor transactions for accounting purposes, verify customer account details for KYC compliance, or aggregate financial data to provide personalized financial advice.
Connect GoCardless Bank Account Data (formerly Nordigen)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
nordigen: {
type: "app",
app: "nordigen",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://bankaccountdata.gocardless.com/api/v2/institutions/`,
headers: {
Authorization: `Bearer ${this.nordigen.$auth.oauth_access_token}`,
"accept": `application/json`,
},
})
},
})
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