Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Rex API
Setup the Salesforce API trigger to run a workflow which integrates with the Rex API. Pipedream's integration platform allows you to integrate Salesforce and Rex remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Rex#
Popular Salesforce and Rex Triggers#
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Emit new event when a record of the selected object type is created. See the documentation
Popular Salesforce and Rex Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
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 Rex#
The Rex API allows for automation and integration of real estate CRM functionalities within the Pipedream platform. By leveraging Rex, you can streamline operations, synchronize data across various platforms, and trigger actions within the Rex ecosystem based on events from other apps or services. Whether you're managing listings, contacts, or marketing efforts, the Rex API on Pipedream can be a powerful tool to enhance productivity and customer engagement in real estate businesses.
Connect Rex#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
rex: {
type: "app",
app: "rex",
}
},
async run({steps, $}) {
return await axios($, {
method: "POST",
url: `https://api.rexsoftware.com/v1/rex/user-profile/get-all-accounts`,
headers: {
Authorization: `Bearer ${this.rex.$auth.access_token}`,
"Content-Type": `application/json`,
},
})
},
})
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