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with Salesforce and Skyvern?
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Popular Ways to Connect Salesforce with Skyvern#
Popular Salesforce and Skyvern Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when a workflow is created or updated in Skyvern.
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Popular Salesforce and Skyvern Actions#
Adds an existing contact to an existing campaign. See the documentation
Create a new task and run it instantly in Skyvern. Useful for one-off automations. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Retrieve details of runs of a specific Skyvern workflow. Useful for checking the status and result of a run. 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}`,
},
})
},
})
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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies