Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Workiz API
Setup the Salesforce API trigger to run a workflow which integrates with the Workiz API. Pipedream's integration platform allows you to integrate Salesforce and Workiz remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Workiz#
Popular Salesforce and Workiz Triggers#
Emit new event when a new job is created in Workiz. See the documentation
Emit new event when a new lead is created in Workiz. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
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.
Emit new event when a new outbound message is received in Salesforce.
Popular Salesforce and Workiz Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. 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 Workiz#
The Workiz API opens up a world of possibilities for managing field service operations. By tapping into Workiz with Pipedream, you can automate workflows, sync data across apps, and react to events in real-time. Whether you're automating job scheduling, dispatch notifications, or customer follow-ups, integrating Workiz with Pipedream allows you to streamline operations, reduce manual entry, and keep your team in sync.
Connect Workiz#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
workiz: {
type: "app",
app: "workiz",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.workiz.com/api/v1/${this.workiz.$auth.api_token}/team/all/`,
headers: {
"accept": `application/json`,
},
})
},
})
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