Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Nutshell API
Setup the Salesforce API trigger to run a workflow which integrates with the Nutshell API. Pipedream's integration platform allows you to integrate Salesforce and Nutshell remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Nutshell#
Popular Salesforce and Nutshell Triggers#
Emit new event when a new person profile is created.
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Popular Salesforce and Nutshell 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 Nutshell#
The Nutshell API allows you to access and manage data within the Nutshell CRM platform, enabling you to automate tasks, sync information across apps, and build custom integrations. With Pipedream, these capabilities are harnessed through serverless workflows that can trigger actions within Nutshell or react to events, all with minimal setup. You can create leads, update contacts, manage sales processes, and more, all in a scalable and efficient manner.
Connect Nutshell#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
nutshell: {
type: "app",
app: "nutshell",
}
},
async run({steps, $}) {
const data = {
"id": "apeye",
"method": "getUser",
}
return await axios($, {
url: `https://${this.nutshell.$auth.api}/api/v1/json`,
auth: {
username: `${this.nutshell.$auth.email}`,
password: `${this.nutshell.$auth.password}`,
},
data,
})
},
})
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