Integrate the Salesforce API with the RiskAdvisor API

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

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Popular Ways to Connect Salesforce with RiskAdvisor#

Add Contact to Campaign with Salesforce (REST API) API on Client Updated from RiskAdvisor API

RiskAdvisor + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Client Created from RiskAdvisor API

RiskAdvisor + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on Client Updated from RiskAdvisor API

RiskAdvisor + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Client Created from RiskAdvisor API

RiskAdvisor + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on Client Updated from RiskAdvisor API

RiskAdvisor + Salesforce

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Popular Salesforce and RiskAdvisor Triggers#

Client Updated from the RiskAdvisor API

Emit new event each time a client is updated in RiskAdvisor. See the documentation

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New Client Created from the RiskAdvisor API

Emit new event each time a new client is created in RiskAdvisor. 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 RiskAdvisor 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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Create Client with the RiskAdvisor API

Create a new client in RiskAdvisor. 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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Create Risk Profile with the RiskAdvisor API

Creates a risk profile in RiskAdvisor. 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 RiskAdvisor#

The RiskAdvisor API offers a way to integrate insurance advisory services into your applications seamlessly. By leveraging this API within Pipedream, you can automate the process of obtaining insurance quotes, processing claims, and providing personalized insurance advice. Pipedream's serverless execution environment allows you to create workflows that react to various triggers (such as webhooks, emails, or schedules) and interact with the RiskAdvisor API to carry out tasks without manual intervention. This can streamline operations for insurance agencies, fintech apps, or any business that needs to integrate insurance-related services.

Connect RiskAdvisor#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    riskadvisor: {
      type: "app",
      app: "riskadvisor",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://app.riskadvisor.insure/api/clients`,
      headers: {
        Authorization: `Bearer ${this.riskadvisor.$auth.api_token}`,
      },
    })
  },
})

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