What do you want to automate

with Salesforce and Pro Ledger?

Prompt, edit and deploy AI agents that connect to Salesforce, Pro Ledger and 3,000+ other apps in seconds.

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

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Create Record with Pro Ledger API on Case Updated (Instant, of Selectable Type) from Salesforce API
Salesforce + Pro Ledger
 
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Create Record with Pro Ledger API on Email Template Updated (Instant, of Selectable Type) from Salesforce API
Salesforce + Pro Ledger
 
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Create Record with Pro Ledger API on Knowledge Article Updated (Instant, of Selectable Type) from Salesforce API
Salesforce + Pro Ledger
 
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Create Record with Pro Ledger API on New Case (Instant, of Selectable Type) from Salesforce API
Salesforce + Pro Ledger
 
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Create Record with Pro Ledger API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API
Salesforce + Pro Ledger
 
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Case Updated (Instant, of Selectable Type) from the Salesforce API

Emit new event when a case is updated. See the documentation

 
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Email Template Updated (Instant, of Selectable Type) from the Salesforce API

Emit new event when an email template is updated. See the documentation

 
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Knowledge Article Updated (Instant, of Selectable Type) from the Salesforce API

Emit new event when a knowledge article is updated. See the documentation

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

Emit new event when a case is created. See the documentation

 
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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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Add Contact to Campaign with the Salesforce API

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

 
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Create Record with the Pro Ledger API

Create a new record in the Pro Ledger platform. 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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Get Accounts with the Pro Ledger API

Get accounts setup information. See the documentation

 
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Get Categories with the Pro Ledger API

Get categories setup information. See the documentation

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

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}`,
      },
    })
  },
})

Connect Pro Ledger

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pro_ledger: {
      type: "app",
      app: "pro_ledger",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.pro-ledger.com/api/v1/auth/check_api_key`,
      headers: {
        "X-API-Key": `${this.pro_ledger.$auth.api_key}`,
      },
    })
  },
})

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