Integrate the Salesforce API with the Process Street API

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

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Popular Ways to Connect Salesforce with Process Street#

Add Contact to Campaign with Salesforce (REST API) API on New Workflow Run Created from Process Street API

Process Street + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on Task Checked from Process Street API

Process Street + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on Workflow Run Completed from Process Street API

Process Street + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Workflow Run Created from Process Street API

Process Street + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on Task Checked from Process Street API

Process Street + Salesforce

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Popular Salesforce and Process Street Triggers#

New Workflow Run Created from the Process Street API

Emit new event for every created workflow run

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Task Checked from the Process Street API

Emit new event when a task is checked

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Workflow Run Completed from the Process Street API

Emit new event for every completed workflow

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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 Deleted Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.

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Popular Salesforce and Process Street 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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Start Workflow Run with the Process Street API

Starts a workflow run. 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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Create Account with the Salesforce API

Creates a Salesforce account. 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 Process Street#

The Process Street API empowers you to automate and integrate your checklists and workflows with other apps to streamline business operations. With the API, you can create workflows, manage tasks, trigger actions based on checklist completion, and synchronize data across tools. This paves the way for endless possibilities in terms of project management, compliance tracking, onboarding processes, and routine audits, all managed within the familiar interface of Process Street but supercharged with Pipedream's connectivity.

Connect Process Street#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    process_street: {
      type: "app",
      app: "process_street",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://public-api.process.st/checklists`,
      headers: {
        "X-API-KEY": `${this.process_street.$auth.api_key}`,
      },
    })
  },
})

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