Integrate the Symbl.ai API with the Salesforce API

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

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Popular Ways to Connect Symbl.ai with Salesforce#

Create Formatted Transcript with Symbl.ai API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Symbl.ai

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Create Formatted Transcript with Symbl.ai API on New Deleted Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Symbl.ai

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Create Formatted Transcript with Symbl.ai API on New Outbound Message (Instant) from Salesforce API

Salesforce + Symbl.ai

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Create Formatted Transcript with Symbl.ai API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Symbl.ai

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Create Formatted Transcript with Symbl.ai API on New Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Symbl.ai

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Popular Symbl.ai and Salesforce Triggers#

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 Deleted Record (of Selectable Type) from the Salesforce API

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.

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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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New Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See the docs for more information.

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Popular Symbl.ai and Salesforce Actions#

Create Formatted Transcript with the Symbl.ai API

Create formatted transcript from the Conversation. See the doc here.

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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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Delete Conversation with the Symbl.ai API

Permanently deletes the conversation and all related entities such as messages, insights, topics, etc. See the doc here.

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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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Get Action Items with the Symbl.ai API

Get a list of all the action items generated from the conversation. See the doc here

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Overview of Symbl.ai#

The Symbl.ai API supercharges your applications with advanced conversation intelligence. By tapping into Symbl.ai via Pipedream, you can automate the analysis of voice, text, and video communications. Extract actionable items, follow-ups, and insights in real-time or from recorded content. This API's magic lies in its ability to provide contextually relevant insights, topic detection, sentiment analysis, and conversation metrics without extensive training data or setup time.

Connect Symbl.ai#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    symbl_ai: {
      type: "app",
      app: "symbl_ai",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.symbl.ai/v1/manage/trackers`,
      headers: {
        Authorization: `Bearer ${this.symbl_ai.$auth.oauth_access_token}`,
        "Content-Type": `application/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}`,
      },
    })
  },
})

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