Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Zoho Books API
Setup the Salesforce API trigger to run a workflow which integrates with the Zoho Books API. Pipedream's integration platform allows you to integrate Salesforce and Zoho Books remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Zoho Books#
Popular Salesforce and Zoho Books Triggers#
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.
Popular Salesforce and Zoho Books 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 Zoho Books#
Zoho Books API unlocks the potential to automate and streamline accounting tasks by integrating with Pipedream's serverless platform. With this powerful combo, you can automate invoicing, manage your accounts, reconcile bank transactions, and handle contacts and items without manual input. By setting up event-driven workflows, you can ensure data consistency across platforms, trigger notifications, and generate reports, all while saving time and reducing human error.
Connect Zoho Books#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_books: {
type: "app",
app: "zoho_books",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.zoho_books.$auth.api_domain}/books/v3/users/me`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_books.$auth.oauth_access_token}`,
},
params: {
organization_id: `${this.zoho_books.$auth.organization_id}`,
},
})
},
})
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