Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Paigo API
Setup the Salesforce API trigger to run a workflow which integrates with the Paigo API. Pipedream's integration platform allows you to integrate Salesforce and Paigo remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Paigo#
Popular Salesforce and Paigo Triggers#
Emit new event when customers' usage reaches a threshold of 80% or 100% of their offerings. See the documentation
Emit new event when a customer account is created. See the documentation
Emit new event whenever a new invoice is generated. See the documentation
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.
Popular Salesforce and Paigo Actions#
Adds an existing contact to an existing campaign. See the documentation
Increments the credit balance of a specific customer. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Creates a new dimension inside the Paigo platform. 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 Paigo#
The Paigo API offers a suite of financial tools for expense tracking, budgeting, and financial planning. In Pipedream, you can utilize these capabilities to automate personal finance management, analyze spending habits, and receive real-time notifications on financial events. Paigo's API can be integrated with various apps on Pipedream to streamline financial operations, from syncing transactions with accounting software to triggering alerts when budgets are nearing their limits.
Connect Paigo#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
paigo: {
type: "app",
app: "paigo",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.prod.paigo.tech/customers`,
headers: {
Authorization: `Bearer ${this.paigo.$auth.oauth_access_token}`,
},
})
},
})
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