Integrate the Salesforce API with the Ramp API

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

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Popular Ways to Connect Salesforce with Ramp#

Add Contact to Campaign with Salesforce API on New Transaction Created from Ramp API

Ramp + Salesforce

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Add Contact to Campaign with Salesforce API on New Transactions from Ramp API

Ramp + Salesforce

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Add Contact to Campaign with Salesforce API on Transaction Status Updated from Ramp API

Ramp + Salesforce

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Add Contact to Campaign with Salesforce API on Transfer Payment Updated from Ramp API

Ramp + Salesforce

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Add Lead to Campaign with Salesforce API on New Transaction Created from Ramp API

Ramp + Salesforce

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Popular Salesforce and Ramp Triggers#

New Transaction Created from the Ramp API

Emit new event for each new transaction created in Ramp.

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New Transactions from the Ramp API

Emit new transaction by retrieving all transactions of the business. See Docs

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Transaction Status Updated from the Ramp API

Emit new event when there is a change in transaction status.

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Transfer Payment Updated from the Ramp API

Emit new event when the status of a transfer payment changes

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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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Popular Salesforce and Ramp 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 User Invite with the Ramp API

Sends out an invite for a new user. 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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Issue Virtual Card with the Ramp API

Creates a new virtual card for a given user. 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 Ramp#

The Ramp API provides programmatic access to financial and accounting functionalities, allowing for the management of company cards, transactions, and reporting. By leveraging the Ramp API within Pipedream, you can automate intricate finance operations, synchronize transaction data with accounting software, trigger notifications based on spending activities, and analyze financial data in real-time, integrating with other services for enhanced financial workflows.

Connect Ramp#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    ramp: {
      type: "app",
      app: "ramp",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.ramp.com/developer/v1/business`,
      headers: {
        Authorization: `Bearer ${this.ramp.$auth.oauth_access_token}`,
      },
    })
  },
})

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