Integrate the Salesforce API with the Paymo API

Setup the Salesforce API trigger to run a workflow which integrates with the Paymo API. Pipedream's integration platform allows you to integrate Salesforce and Paymo remarkably fast. Free for developers.

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Popular Ways to Connect Salesforce with Paymo#

Create Contact with Salesforce (REST API) API on Client Updated from Paymo API

Paymo + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on Client Updated from Paymo API

Paymo + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Client Created from Paymo API

Paymo + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Project Created from Paymo API

Paymo + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Task Created from Paymo API

Paymo + Salesforce

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Popular Salesforce and Paymo Triggers#

Client Updated from the Paymo API

Emit new event when a client is updated. See the docs.

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New Client Created from the Paymo API

Emit new event when a new client is created. See the docs.

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New Project Created from the Paymo API

Emit new event when a new project is created. See the docs.

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New Task Created from the Paymo API

Emit new event when a new task is created. See the docs.

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Project Updated from the Paymo API

Emit new event when a project is updated. See the docs.

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Popular Salesforce and Paymo Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Create Client with the Paymo API

Creates a client. See the docs.

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Create Project with the Paymo API

Creates a project. See the docs.

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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 Paymo#

The Paymo API offers a broad spectrum of project management functionalities, including time tracking, task management, and invoicing. By leveraging Pipedream's serverless platform, you can automate workflows spanning across these capabilities, such as syncing project updates, streamlining time entries, and managing invoices with other apps. Pipedream's no-code connectors and trigger/action mechanics enable customized integration solutions, making tedious tasks disappear.

Connect Paymo#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    paymo: {
      type: "app",
      app: "paymo",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.paymoapp.com/api/me`,
      auth: {
        username: `${this.paymo.$auth.api_key}`,
        password: `random`,
      },
    })
  },
})

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