Integrate the Salesforce API with the Vida API

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

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Popular Ways to Connect Salesforce with Vida#

Add Contact to Campaign with Salesforce API on New Conversation (Instant) from Vida API

Vida + Salesforce

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Add Contact to Campaign with Salesforce API on New Incoming Conversation (Instant) from Vida API

Vida + Salesforce

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Add Context with Vida API on New Deleted Record (Instant, of Selectable Type) from Salesforce API

Salesforce + Vida

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Add Context with Vida API on New Outbound Message (Instant) from Salesforce API

Salesforce + Vida

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Add Context with Vida API on New Record (Instant, of Selectable Type) from Salesforce API

Salesforce + Vida

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Popular Salesforce and Vida Triggers#

New Conversation (Instant) from the Vida API

Emit new events after completion of any communication handled by your Vida AI agent, be it a call, text, or email.

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New Incoming Conversation (Instant) from the Vida API

Emit new event when an incoming call or message is received before answered by an agent. Useful for providing context about the caller or messenger to your agent before response.

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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 Vida 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 Context with the Vida API

Uploads additional context for a conversation with your AI agent. Helpful when integrating data from external CRMs. 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}`,
      },
    })
  },
})

Connect Vida#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    vida: {
      type: "app",
      app: "vida",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.vida.dev/api/v2/listAccounts`,
      params: {
        token: `${this.vida.$auth.api_token}`,
      },
    })
  },
})

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