Integrate the Salesforce API with the Setmore API

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

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Popular Ways to Connect Salesforce with Setmore#

Create Appointment with Setmore API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Setmore

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Create Appointment with Setmore API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Setmore

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Create Appointment with Setmore API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Setmore

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Create Appointment with Setmore API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Setmore

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Create Customer with Setmore API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Setmore

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Popular Salesforce and Setmore Triggers#

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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Popular Salesforce and Setmore 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 Appointment with the Setmore API

Create a new appointment in Setmore Appointments. 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 Customer with the Setmore API

Create a new customer in Setmore Appointments. 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#

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 Setmore#

The Setmore API opens doors to automating appointment scheduling and calendar management, allowing you to sync appointments, customer information, and services across different platforms. This seamless integration through Pipedream can trigger workflows from new appointments, update external CRMs with customer data, or prep team communication channels with upcoming schedule details. By harnessing the Setmore API on Pipedream, you're equipping yourself to orchestrate complex operations with simplicity and precision.

Connect Setmore#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    setmoreappointments: {
      type: "app",
      app: "setmoreappointments",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://developer.setmore.com/api/v1/bookingapi/staffs`,
      headers: {
        Authorization: `Bearer ${this.setmoreappointments.$auth.oauth_access_token}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

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