Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Slack Bot API
Setup the Salesforce API trigger to run a workflow which integrates with the Slack Bot API. Pipedream's integration platform allows you to integrate Salesforce and Slack Bot remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Slack Bot#
Popular Salesforce and Slack Bot Triggers#
Emit new event when a message is posted in a direct message channel (Bot). To open a conversation, use the Pipedream Action "Send a Direct Message" to send a message from the Bot, or enable direct messages to the Bot in your App Settings (Settings->App Home->Show Tabs->Messages Tab), and send a direct message to the Bot.
Emit new event when a new message is posted to a public, private or group channel (Bot)
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Emit new event when a new outbound message is received in Salesforce.
Popular Salesforce and Slack Bot Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. 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 Slack Bot#
The Slack Bot API allows you to build rich, interactive bots for Slack workspaces. These bots can respond to messages, post updates, and interact with users in various ways. With the Slack Bot API on Pipedream, developers can create automated workflows that trigger on specific events in Slack, such as new messages or reactions, and then perform defined actions, like sending data to other apps or processing the information within Pipedream's serverless platform. This tight integration with Pipedream enables both simple and complex automations, leveraging Pipedream's ability to connect with numerous apps and its powerful built-in code steps.
Connect Slack Bot#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
slack_bot: {
type: "app",
app: "slack_bot",
},
},
async run({steps, $}) {
return await axios($, {
url: `https://slack.com/api/auth.test`,
headers: {
Authorization: `Bearer ${this.slack_bot.$auth.bot_token}`,
},
method: 'post',
})
},
})
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