Integrate the Salesforce API with the Userflow API

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

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Popular Ways to Connect Salesforce with Userflow#

Add Contact to Campaign with Salesforce (REST API) API on New Checklist Completed (Instant) from Userflow API

Userflow + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Event Tracked (Instant) from Userflow API

Userflow + Salesforce

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Add Contact to Campaign with Salesforce (REST API) API on New Flow Completed (Instant) from Userflow API

Userflow + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Checklist Completed (Instant) from Userflow API

Userflow + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New Event Tracked (Instant) from Userflow API

Userflow + Salesforce

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Popular Salesforce and Userflow Triggers#

New Checklist Completed (Instant) from the Userflow API

Emit new event when a user has completed all tasks in a checklist. See the documentation

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New Event Tracked (Instant) from the Userflow API

Emit new new event when an event is tracked in Userflow. See the documentation

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New Flow Completed (Instant) from the Userflow API

Emit new event when a flow is completed by a user by reaching a goal step. See the documentation

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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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Popular Salesforce and Userflow 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 or Update User with the Userflow API

Creates or updates a user in Userflow. If the user does not already exist in Userflow, it will be created. If it already exists, the given attributes will be merged into the existing user's attributes. 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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Find User with the Userflow API

Finds an existing user by user ID or email, optionally filtering by group ID. 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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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 Userflow#

The Userflow API allows you to automate and integrate the process of creating and managing in-app guides and walkthroughs. Using the API within Pipedream, you can programmatically trigger events, update user attributes, and manage flows, thereby creating a personalized user experience within your application. This opens up possibilities for syncing user data, customizing user onboarding experiences, and tracking user progress without manual intervention.

Connect Userflow#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    userflow: {
      type: "app",
      app: "userflow",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.userflow.com/users`,
      headers: {
        Authorization: `Bearer ${this.userflow.$auth.api_key}`,
        "Userflow-Version": `2020-01-03`,
      },
    })
  },
})

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