Userflow
User onboarding software. Build product tours, checklists and more. No coding needed.
Integrate the Userflow API with the Salesforce API
Setup the Userflow API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Userflow and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Userflow with Salesforce#
Popular Userflow and Salesforce Triggers#
Emit new event when a user has completed all tasks in a checklist. See the documentation
Emit new new event when an event is tracked in Userflow. See the documentation
Emit new event when a flow is completed by a user by reaching a goal step. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Popular Userflow and Salesforce Actions#
Creates or updates a user in Userflow. If the user does not already exist in Userflow, it will be created. If it already exists, the given attributes will be merged into the existing user's attributes. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Finds an existing user by user ID or email, optionally filtering by group ID. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
Overview of Userflow#
The Userflow API allows you to automate and integrate the process of creating and managing in-app guides and walkthroughs. Using the API within Pipedream, you can programmatically trigger events, update user attributes, and manage flows, thereby creating a personalized user experience within your application. This opens up possibilities for syncing user data, customizing user onboarding experiences, and tracking user progress without manual intervention.
Connect Userflow#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
userflow: {
type: "app",
app: "userflow",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.userflow.com/users`,
headers: {
Authorization: `Bearer ${this.userflow.$auth.api_key}`,
"Userflow-Version": `2020-01-03`,
},
})
},
})
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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies