Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Zoho Projects API
Setup the Salesforce API trigger to run a workflow which integrates with the Zoho Projects API. Pipedream's integration platform allows you to integrate Salesforce and Zoho Projects remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Zoho Projects#
Popular Salesforce and Zoho Projects Triggers#
Emit new event when a new milestone is created. See the docs here
Emit new event when a new project is created. See the docs here
Popular Salesforce and Zoho Projects Actions#
Adds an existing contact to an existing campaign. See the documentation
Add Time for a General Log. Adds the time log to other tasks. See the docs here
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 Projects#
The Zoho Projects API lets you harness the full potential of project management by enabling seamless integration with other tools and automating routine tasks. With it, you can create projects, manage tasks, track time, and customize your workflow. On Pipedream, you can leverage this API to build robust automations that connect Zoho Projects with a plethora of other apps, streamlining project tracking and collaboration workflows, all without writing a single line of code.
Connect Zoho Projects#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_projects: {
type: "app",
app: "zoho_projects",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://projectsapi.${this.zoho_projects.$auth.region}/restapi/portals/`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_projects.$auth.oauth_access_token}`,
},
})
},
})
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