What do you want to automate
with Sifter and Salesforce?
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Popular Ways to Connect Sifter with Salesforce#
Popular Sifter and Salesforce Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Popular Sifter and Salesforce 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
Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation
Overview of Sifter#
The Sifter API enables developers to craft workflows for tracking and managing customer interactions and support inquiries efficiently. By leveraging the Sifter API on Pipedream, users can automate issue tracking, streamline customer communication, and ensure quick resolution of support tickets. With Pipedream's ability to connect to 3,000+ apps, you can create multi-step workflows that trigger actions in other tools, leading to increased productivity and a better support experience.
Connect Sifter#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
sifter: {
type: "app",
app: "sifter",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://pdapikey.sifterapp.com/api/projects`,
headers: {
"Accept": `application/json`,
"X-Sifter-Token": `${this.sifter.$auth.access_key}`,
},
})
},
})
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}`,
},
})
},
})
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