Integrate the Salesforce API with the Whautomate API

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

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Popular Ways to Connect Salesforce with Whautomate#

Add Contact to Campaign with Salesforce API on New Appointment Cancelled (Instant) from Whautomate API

Whautomate + Salesforce

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Add Contact to Campaign with Salesforce API on New Appointment Scheduled (Instant) from Whautomate API

Whautomate + Salesforce

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Add Contact to Campaign with Salesforce API on New Client Created (Instant) from Whautomate API

Whautomate + Salesforce

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Add Lead to Campaign with Salesforce API on New Appointment Cancelled (Instant) from Whautomate API

Whautomate + Salesforce

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Add Lead to Campaign with Salesforce API on New Appointment Scheduled (Instant) from Whautomate API

Whautomate + Salesforce

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Popular Salesforce and Whautomate Triggers#

New Appointment Cancelled (Instant) from the Whautomate API

Emit new event when an appointment is cancelled in Whautomate.

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New Appointment Scheduled (Instant) from the Whautomate API

Emit new event when a new appointment is scheduled in Whautomate.

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New Client Created (Instant) from the Whautomate API

Emit new event when a new client is created in Whautomate.

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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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Popular Salesforce and Whautomate Actions#

Add Contact to Campaign with the Salesforce API

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

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Assign Tags to Contact with the Whautomate API

Assign one or more tags to an existing contact. 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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Create Contact with the Whautomate API

Create a new contact associated with a WhatsApp number. 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}`,
      },
    })
  },
})

Connect Whautomate#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    whautomate: {
      type: "app",
      app: "whautomate",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.whautomate.$auth.api_host}/v1/contacts`,
      headers: {
        "x-api-key": `${this.whautomate.$auth.api_key}`,
      },
    })
  },
})

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