Integrate the Salesforce API with the Skyvern API

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

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Popular Ways to Connect Salesforce with Skyvern#

Add Contact to Campaign with Salesforce API on New or Updated Workflow from Skyvern API

Skyvern + Salesforce

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Add Lead to Campaign with Salesforce API on New or Updated Workflow from Skyvern API

Skyvern + Salesforce

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Convert SOAP XML Object to JSON with Salesforce API on New or Updated Workflow from Skyvern API

Skyvern + Salesforce

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Create Account with Salesforce API on New or Updated Workflow from Skyvern API

Skyvern + Salesforce

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Create and Run Task with Skyvern API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

Salesforce + Skyvern

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Popular Salesforce and Skyvern Triggers#

New or Updated Workflow from the Skyvern API

Emit new event when a workflow is created or updated in Skyvern.

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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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Popular Salesforce and Skyvern 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 and Run Task with the Skyvern API

Create a new task and run it instantly in Skyvern. Useful for one-off automations. 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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Get Workflow Run Details with the Skyvern API

Retrieve details of runs of a specific Skyvern workflow. Useful for checking the status and result of a run. 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}`,
      },
    })
  },
})

Connect Skyvern#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    skyvern: {
      type: "app",
      app: "skyvern",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.skyvern.com/api/v1/organizations`,
      headers: {
        "x-api-key": `${this.skyvern.$auth.api_key}`,
      },
    })
  },
})

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