Integrate the Salesforce API with the Roll API

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

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Popular Ways to Connect Salesforce with Roll#

Add Contact to Campaign with Salesforce (REST API) API on New Created Company from Roll API

Roll + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Created Project from Roll API

Roll + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Created Task from Roll API

Roll + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Created Time from Roll API

Roll + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Created Company from Roll API

Roll + Salesforce

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Popular Salesforce and Roll Triggers#

New Created Company from the Roll API

Emit new event when a company is created.

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New Created Project from the Roll API

Emit new event when a project is created.

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New Created Task from the Roll API

Emit new event when a task is created.

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New Created Time from the Roll API

Emit new event when a time is created.

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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 Roll 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 Company with the Roll API

Create a new company See the docs here

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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 Project with the Roll API

Create a new project See the docs here

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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 Roll#

The Roll API serves as a bridge to Roll's project management software, enabling users to automate tasks, manipulate project data, and integrate with countless other apps within the Pipedream ecosystem. By leveraging this API, you can streamline operations, sync data across various platforms, and create custom notifications that power up your project management workflows.

Connect Roll#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    roll: {
      type: "app",
      app: "roll",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.rollhq.com/graphql`,
      headers: {
        Authorization: `Bearer ${this.roll.$auth.api_access_token}`,
      },
      params: {
        query: `query{
      project {ProjectId ProjectTitle}
    }`,
      },
    })
  },
})

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