Integrate the Salesforce API with the SurveyMethods API

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

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Popular Ways to Connect Salesforce with SurveyMethods#

Add Contact to Campaign with Salesforce API on New Response from SurveyMethods API

SurveyMethods + Salesforce

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Add Contact to Campaign with Salesforce API on New Survey Created from SurveyMethods API

SurveyMethods + Salesforce

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Add Contact To Email List with SurveyMethods API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + SurveyMethods

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Add Contact To Email List with SurveyMethods API on New Outbound Message (Instant) from Salesforce API

Salesforce + SurveyMethods

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Add Contact To Email List with SurveyMethods API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + SurveyMethods

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Popular Salesforce and SurveyMethods Triggers#

New Response from the SurveyMethods API

Emit new event for each response.

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New Survey Created from the SurveyMethods API

Emit new event on a survey is created.

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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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Popular Salesforce and SurveyMethods Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Add Contact To Email List with the SurveyMethods API

Creates a email list. See docs here in 8.2

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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 Email List with the SurveyMethods API

Creates a email list. See docs here in 8.2

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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 SurveyMethods#

The SurveyMethods API allows users to automate the management and analysis of surveys and the corresponding data. With the Pipedream integration, you can trigger workflows based on survey events, sync survey results with other databases or apps, and manage survey distribution programmatically. This serves to streamline the survey process from distribution to data actioning, all in real-time and without the need for manual intervention.

Connect SurveyMethods#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    surveymethods: {
      type: "app",
      app: "surveymethods",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.surveymethods.com/v1/${this.surveymethods.$auth.login_id}/${this.surveymethods.$auth.api_key}/users/details`,
      headers: {
        "Content-Type": `application/json`,
      },
    })
  },
})

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