Salesforce

Web services API for interacting with Salesforce

Integrate the Salesforce API with the Planview Leankit API

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

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Add Card Type To Board with Planview Leankit API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API
Salesforce + Planview Leankit
 
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Add Card Type To Board with Planview Leankit API on New Outbound Message (Instant) from Salesforce (REST API) API
Salesforce + Planview Leankit
 
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Add Card Type To Board with Planview Leankit API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API
Salesforce + Planview Leankit
 
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Add Card Type To Board with Planview Leankit API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API
Salesforce + Planview Leankit
 
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Add Comment To Card (Or Task) with Planview Leankit API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API
Salesforce + Planview Leankit
 
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New Card Created In A Specific Lane from the Planview Leankit API

Emit new event when a card is created in a specific lane.

 
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New Card Created On Board from the Planview Leankit API

Emit new event when a card is created on a board.

 
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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

 
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New Card Entered a Specific Lane from the Planview Leankit API

Emit new event when a card enters a specific lane.

 
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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

 
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Add Contact to Campaign with the Salesforce API

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

 
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Add Card Type To Board with the Planview Leankit API

Create a new card type on a board. See the docs here

 
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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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Add Comment To Card (Or Task) with the Planview Leankit API

Create a comment in a card or task. See the docs here

 
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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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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

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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 Planview Leankit

Planview LeanKit API empowers users to automate and integrate their Kanban workflow management. With this API, you can programmatically access boards, cards, and related data to sync with other systems, trigger actions based on board updates, and extract analytics for reporting purposes.

Connect Planview Leankit

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    planview_leankit: {
      type: "app",
      app: "planview_leankit",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.planview_leankit.$auth.domain}.leankit.com/io/scim/v1/Users`,
      auth: {
        username: `${this.planview_leankit.$auth.username}`,
        password: `${this.planview_leankit.$auth.password}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo