Integrate the Salesforce API with the Senta API

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

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Popular Ways to Connect Salesforce with Senta#

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

Senta + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Job Overdue from Senta API

Senta + Salesforce

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

Senta + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Job Overdue from Senta API

Senta + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New Client Created from Senta API

Senta + Salesforce

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Popular Salesforce and Senta Triggers#

New Client Created from the Senta API

Emit new event when a new client is created.

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New Job Overdue from the Senta API

Emit new event when a job becomes overdue.

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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 Senta 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 Client with the Senta API

Creates a new client. 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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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 Account with the Salesforce API

Creates a Salesforce account. 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 Senta#

The Senta API allows you to automate and integrate practice management tasks within the Senta platform. Leveraging Pipedream's capabilities, you can create workflows that streamline client onboarding, automate communication, task management, and synchronize data with other services. With Pipedream's serverless platform, these workflows can be triggered by various events, such as incoming emails, schedule timings, or actions from other apps, offering a seamless way to enhance your practice management operations.

Connect Senta#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    senta: {
      type: "app",
      app: "senta",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.senta.$auth.subdomain}.senta.co/api/jobs`,
      headers: {
        "x-auth": `${this.senta.$auth.api_key}`,
        "accept": `application/json`,
      },
      params: {
        cid: `{{your_client_id}}`,
      },
    })
  },
})

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