Integrate the Salesforce API with the Pipefy API

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

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Popular Ways to Connect Salesforce with Pipefy#

Add Contact to Campaign with Salesforce API on Card Created (Instant) from Pipefy API

Pipefy + Salesforce

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Add Contact to Campaign with Salesforce API on Card Done (Instant) from Pipefy API

Pipefy + Salesforce

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Add Contact to Campaign with Salesforce API on Card Expired from Pipefy API

Pipefy + Salesforce

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Add Contact to Campaign with Salesforce API on Card Field Updated (Instant) from Pipefy API

Pipefy + Salesforce

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Add Contact to Campaign with Salesforce API on Card Late from Pipefy API

Pipefy + Salesforce

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Popular Salesforce and Pipefy Triggers#

Card Created (Instant) from the Pipefy API

Emits an event for each new card created in a Pipe.

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Card Done (Instant) from the Pipefy API

Emits an event each time a card is moved to Done a Pipe.

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Card Expired from the Pipefy API

Emits an event each time a card becomes expired in a Pipe.

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Card Field Updated (Instant) from the Pipefy API

Emits an event each time a card field is updated in a Pipe.

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Card Late from the Pipefy API

Emits an event each time a card becomes late in a Pipe.

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Popular Salesforce and Pipefy 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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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 Account with the Salesforce API

Creates a Salesforce account. See the documentation

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Create Attachment with the Salesforce API

Creates an Attachment on a parent object. See the documentation

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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 Pipefy#

Pipefy is a platform that empowers users to streamline complex processes and workflows without the need for technical skills. With the Pipefy API, you can automate various aspects of your Pipefy environment, such as creating cards, updating fields, and managing pipelines programmatically. Use Pipedream to connect Pipefy with hundreds of other apps and orchestrate workflows that can save time, reduce errors, and enhance efficiency.

Connect Pipefy#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pipefy: {
      type: "app",
      app: "pipefy",
    }
  },
  async run({steps, $}) {
    const data = {
      "query": `{ me { name } }`,
    }
    return await axios($, {
      method: "post",
      url: `https://api.pipefy.com/graphql`,
      headers: {
        Authorization: `Bearer ${this.pipefy.$auth.token}`,
      },
      data,
    })
  },
})

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