Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the White Swan API
Setup the Salesforce API trigger to run a workflow which integrates with the White Swan API. Pipedream's integration platform allows you to integrate Salesforce and White Swan remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with White Swan#
Popular Salesforce and White Swan Triggers#
Emit new event when a new earnings event is created for your account, such as credits from client referrals or partner payouts.
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Emit new event when a record of the selected object type is created. See the documentation
Popular Salesforce and White Swan Actions#
Adds an existing contact to an existing campaign. See the documentation
Imports client data for pre-filling applications to enrich the user experience. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Retrieves information about clients referred from the user's White Swan account. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
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 White Swan#
The White Swan API provides predictive analytics for mitigating risks in financial portfolios using artificial intelligence. By leveraging the White Swan API in Pipedream, you can automate the process of gathering insights, monitoring market conditions, and integrating advanced risk analysis into your existing financial systems. With Pipedream's serverless platform, you can construct workflows to react in real-time to data from White Swan, send alerts, and even automate trades or adjustments based on risk thresholds or predictive signals.
Connect White Swan#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
white_swan: {
type: "app",
app: "white_swan",
}
},
async run({steps, $}) {
return await axios($, {
method: "post",
url: `https://app.whiteswan.io/api/1.1/wf/plan_requests`,
headers: {
Authorization: `Bearer ${this.white_swan.$auth.api_key}`,
"Accept": `application/json`,
"Content-Type": `application/json`,
},
})
},
})
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