Vida
AI phone agents for business
Integrate the Vida API with the Salesforce API
Setup the Vida API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Vida and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Vida with Salesforce#
Popular Vida and Salesforce Triggers#
Emit new events after completion of any communication handled by your Vida AI agent, be it a call, text, or email.
Emit new event when an incoming call or message is received before answered by an agent. Useful for providing context about the caller or messenger to your agent before response.
Emit new event when a record of the selected object type is deleted. See the documentation
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.
Emit new event when a new outbound message is received in Salesforce.
Popular Vida and Salesforce Actions#
Uploads additional context for a conversation with your AI agent. Helpful when integrating data from external CRMs. See the documentation
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
Connect Vida#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
vida: {
type: "app",
app: "vida",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.vida.dev/api/v2/listAccounts`,
params: {
token: `${this.vida.$auth.api_token}`,
},
})
},
})
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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