Integrate the Salesforce API with the Taskade API

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

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Popular Ways to Connect Salesforce with Taskade#

Add Contact to Campaign with Salesforce API on New Task Created from Taskade API

Taskade + Salesforce

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Add Lead to Campaign with Salesforce API on New Task Created from Taskade API

Taskade + Salesforce

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Convert SOAP XML Object to JSON with Salesforce API on New Task Created from Taskade API

Taskade + Salesforce

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Create Account with Salesforce API on New Task Created from Taskade API

Taskade + Salesforce

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Create Attachment with Salesforce API on New Task Created from Taskade API

Taskade + Salesforce

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Popular Salesforce and Taskade Triggers#

New Task Created from the Taskade API

Emit new event when a new task is created in Taskade

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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 Deleted Record (of Selectable Type) from the Salesforce API

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.

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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 Taskade 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 Task with the Taskade API

Creates a new task in Taskade. 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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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

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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 Taskade#

Taskade is a unified workspace app designed to help teams manage tasks, write notes, and video chat within the same platform. With the Taskade API on Pipedream, you can automate workflows, synchronize tasks across various platforms, and streamline communications. This API enables you to programmatically manage tasks, projects, and their associated details, which can be integrated with hundreds of other apps available on Pipedream to create dynamic, custom workflows tailored to your team's needs.

Connect Taskade#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    taskade: {
      type: "app",
      app: "taskade",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.taskade.com/api/v1/workspaces`,
      headers: {
        Authorization: `Bearer ${this.taskade.$auth.oauth_access_token}`,
        "Accept": `application/json`,
      },
    })
  },
})

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