Integrate the Salesforce API with the Quaderno API

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

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Popular Ways to Connect Salesforce with Quaderno#

Add Contact to Campaign with Salesforce (REST API) API on New Invoice Created from Quaderno API

Quaderno + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Payment Received from Quaderno API

Quaderno + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Invoice Created from Quaderno API

Quaderno + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Payment Received from Quaderno API

Quaderno + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Invoice Created from Quaderno API

Quaderno + Salesforce

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Popular Salesforce and Quaderno Triggers#

New Invoice Created from the Quaderno API

Emit new event when a new invoice is generated in Quaderno. See the Documentation.

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New Payment Received from the Quaderno API

Emit new event when a payment is successfully processed in Quaderno. 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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New Outbound Message (Instant) from the Salesforce API

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

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

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

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Popular Salesforce and Quaderno Actions#

Add Contact to Campaign with the Salesforce API

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

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Create Contact with the Quaderno API

Add a new contact to Quaderno. 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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Create Invoice with the Quaderno API

Generate a new invoice in Quaderno. 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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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 Quaderno#

The Quaderno API provides robust capabilities for handling sales tax, VAT, and GST compliance. It allows you to automate tax calculations, create and send invoices, and manage transactions and reports with ease. Integrating the Quaderno API on Pipedream opens up opportunities to streamline your finance operations by connecting to various other services like CRMs, payment gateways, and e-commerce platforms, all while leveraging Pipedream's serverless platform to execute custom logic without managing infrastructure.

Connect Quaderno#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    quaderno: {
      type: "app",
      app: "quaderno",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.quaderno.$auth.domain}/api/authorization`,
      headers: {
        "Accept": `application/json`,
      },
      auth: {
        username: `${this.quaderno.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

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