Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the SFTP (key-based auth) API
Setup the Salesforce API trigger to run a workflow which integrates with the SFTP (key-based auth) API. Pipedream's integration platform allows you to integrate Salesforce and SFTP (key-based auth) remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with SFTP (key-based auth)#
Popular Salesforce and SFTP (key-based auth) Triggers#
Emit new events when files get created, changed or deleted from a remote directory. See the docs
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Emit new event when a record of the selected object type is created. See the documentation
Emit new event when a record of the selected type is updated. See the documentation
Popular Salesforce and SFTP (key-based auth) Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Uploads a file or string in UTF-8 format to the SFTP server. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
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 SFTP (key-based auth)#
The SFTP (key-based auth) app on Pipedream allows you to securely transfer and manage files over a network. It uses SSH for data transfer and provides the same level of security as SSH, without requiring password authentication, making automation workflows more secure and less prone to human error. You can automate file uploads, downloads, synchronization tasks, and efficiently manage your remote files in a serverless environment. Integrating this with other Pipedream-supported apps enables you to craft powerful and secure data flow systems.
Connect SFTP (key-based auth)#
module.exports = defineComponent({
props: {
sftp: {
type: "app",
app: "sftp",
}
},
async run({steps, $}) {
const Client = require('ssh2-sftp-client');
const {
host,
username,
privateKey,
} = this.sftp.$auth
const config = {
host,
username,
privateKey,
}
const sftp = new Client()
await sftp.connect(config)
this.cwd = await sftp.cwd();
return await sftp.end();
},
})
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