Integrate the Salesforce API with the Tookan API

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

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Popular Ways to Connect Salesforce with Tookan#

Create Appointment Task with Tookan API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Tookan

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Create Appointment Task with Tookan API on New Outbound Message (Instant) from Salesforce API

Salesforce + Tookan

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Create Appointment Task with Tookan API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Tookan

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Create Appointment Task with Tookan API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Tookan

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Create Delivery Task with Tookan API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Tookan

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Popular Salesforce and Tookan Triggers#

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 Tookan 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 Appointment Task with the Tookan API

Create an appointment task See docs here

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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 Delivery Task with the Tookan API

Create a delivery task See docs here

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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 Tookan#

The Tookan API allows for the automation and streamlining of delivery and field services. By integrating with Pipedream, users can trigger workflows based on events within Tookan, such as new task creation, task status updates, or agent alerts. This enables businesses to connect Tookan with other apps and services, automating notifications, data synchronization, and logistics operations, leading to improved coordination, customer satisfaction, and operational efficiency.

Connect Tookan#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    tookan: {
      type: "app",
      app: "tookan",
    }
  },
  async run({steps, $}) {
    const data = {
      "api_key": `${this.tookan.$auth.api_key}`,
    }
    return await axios($, {
      method: "post",
      url: `https://api.tookanapp.com/v2/get_user_details`,
      headers: {
        "Content-Type": `application/json`,
      },
      data,
    })
  },
})

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