Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Plain API
Setup the Salesforce API trigger to run a workflow which integrates with the Plain API. Pipedream's integration platform allows you to integrate Salesforce and Plain remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Plain#
Popular Salesforce and Plain 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 Plain#
The Plain API provides functionality for automating customer support tasks, such as managing conversations, customers, and team inboxes. Within Pipedream, you can leverage these features to create custom workflows that respond to events from your app or external services, triggering actions in Plain. By integrating the Plain API with Pipedream, you can enhance customer support efficiency, streamline communication, and keep customer data synchronized across platforms.
Connect Plain#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
plain: {
type: "app",
app: "plain",
}
},
async run({steps, $}) {
const data = {
"query": `query Workspace {
workspace(workspaceId: "${this.plain.$auth.workspace_id}") {
id
publicName
}
}`,
}
return await axios($, {
method: "post",
url: `https://core-api.uk.plain.com/graphql/v1`,
headers: {
Authorization: `Bearer ${this.plain.$auth.api_key}`,
"Content-Type": `application/json`,
},
data,
})
},
})
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