Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Zoho Invoice API
Setup the Salesforce API trigger to run a workflow which integrates with the Zoho Invoice API. Pipedream's integration platform allows you to integrate Salesforce and Zoho Invoice remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Zoho Invoice#
Popular Salesforce and Zoho Invoice Triggers#
Triggers when a new estimate is created. See the documentation.
Triggers when a new invoice is created in Zoho Invoice. 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 Zoho Invoice Actions#
Adds an existing contact to an existing campaign. See the documentation
Creates a new estimate in Zoho Invoice. See the documentation.
Adds an existing lead to an existing campaign. See the documentation
Creates a new invoice in Zoho Invoice. 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 Invoice#
The Zoho Invoice API offers a suite of tools to automate the invoicing and billing processes. With this API, you can create and manage customers, invoices, and payments. On Pipedream, you can harness these capabilities to build workflows that trigger on specific events, such as new invoice creation, or scheduled tasks that could, for example, follow up on unpaid invoices. Due to its serverless architecture, Pipedream ensures each step of your workflow runs only when needed, saving resources and time.
Connect Zoho Invoice#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_invoice: {
type: "app",
app: "zoho_invoice",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.zoho_invoice.$auth.api_domain}/invoice/v3/users/me`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_invoice.$auth.oauth_access_token}`,
"X-com-zoho-invoice-organizationid": `${this.zoho_invoice.$auth.organization_id}`,
},
})
},
})
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