Integrate the SmartSuite API with the Salesforce API

Setup the SmartSuite API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate SmartSuite and Salesforce remarkably fast. Free for developers.

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Popular Ways to Connect SmartSuite with Salesforce#

Add Contact to Campaign with Salesforce API on New Record Created (Instant) from SmartSuite API

SmartSuite + Salesforce

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Add Contact to Campaign with Salesforce API on Record Updated (Instant) from SmartSuite API

SmartSuite + Salesforce

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Add Lead to Campaign with Salesforce API on New Record Created (Instant) from SmartSuite API

SmartSuite + Salesforce

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Add Lead to Campaign with Salesforce API on Record Updated (Instant) from SmartSuite API

SmartSuite + Salesforce

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Convert SOAP XML Object to JSON with Salesforce API on New Record Created (Instant) from SmartSuite API

SmartSuite + Salesforce

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Popular SmartSuite and Salesforce Triggers#

New Record Created (Instant) from the SmartSuite API

Emit new event when a new record is created

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Record Updated (Instant) from the SmartSuite API

Emit new event when an existing record is updated

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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Popular SmartSuite and Salesforce Actions#

Create Record with the SmartSuite API

Creates a new record. See the documentation

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Find Records with the SmartSuite API

Search for records based on matching field(s). See the documentation

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Overview of SmartSuite#

The SmartSuite API offers a way to streamline work by automating tasks, managing data, and integrating with other services. Within Pipedream, you can leverage this API to create workflows that react to events in SmartSuite, manipulate data within SmartSuite, or synchronize data between SmartSuite and other apps. This could range from updating project statuses, to aggregating data for reports, to syncing contacts across platforms.

Connect SmartSuite#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    smartsuite: {
      type: "app",
      app: "smartsuite",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      method: "post",
      url: `https://app.smartsuite.com/api/v1/applications/members/records/list/`,
      headers: {
        "Authorization": `Token ${this.smartsuite.$auth.api_token}`,
        "ACCOUNT-ID": `${this.smartsuite.$auth.account_id}`,
        "Content-Type": `application/json`,
      },
      params: {
        offset: `0`,
        limit: `3`,
      },
    })
  },
})

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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