Salesforce

Web services API for interacting with Salesforce

Integrate the Salesforce API with the Roam Research API

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

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Add Contact to Campaign with Salesforce API on New Modified Linked Reference from Roam Research API
Roam Research + Salesforce
 
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Add Content To Daily Note Page with Roam Research API on New Deleted Record (Instant, of Selectable Type) from Salesforce API
Salesforce + Roam Research
 
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Add Content To Daily Note Page with Roam Research API on New Outbound Message (Instant) from Salesforce API
Salesforce + Roam Research
 
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Add Content To Daily Note Page with Roam Research API on New Record (Instant, of Selectable Type) from Salesforce API
Salesforce + Roam Research
 
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Add Content To Daily Note Page with Roam Research API on New Updated Record (Instant, of Selectable Type) from Salesforce API
Salesforce + Roam Research
 
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New Modified Linked Reference from the Roam Research API

Emit new event for each new or modified linked reference in Roam Research.

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

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

 
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Add Contact to Campaign with the Salesforce API

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

 
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Add Content To Daily Note Page with the Roam Research API

Adds content as a child block to a daily note page in Roam Research (access to encrypted and non encrypted graphs). 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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Add Content To Page with the Roam Research API

Add content as a child block to an existing or new page in Roam Research (access to encrypted and non encrypted graphs). 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

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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}`,
      },
    })
  },
})

Connect Roam Research

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    roamresearch: {
      type: "app",
      app: "roamresearch",
    }
  },
  async run({steps, $}) {
    const data = {
      "query": `[:find (rand 20 ?block-uid) . :in $ :where [?e :block/uid ?block-uid] [?e :block/page]]`,
    }
    return await axios($, {
      method: "post",
      url: `https://api.roamresearch.com/api/graph/${this.roamresearch.$auth.graph_name}/q`,
      headers: {
        "X-Authorization": `Bearer ${this.roamresearch.$auth.api_token}`,
      },
      data,
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
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Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
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SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo