Integrate the Vitally API with the Salesforce API

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

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Popular Ways to Connect Vitally with Salesforce#

Add Contact to Campaign with Salesforce (REST API) API on New User Created from Vitally API

Vitally + Salesforce

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Add Lead to Campaign with Salesforce (REST API) API on New User Created from Vitally API

Vitally + Salesforce

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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New User Created from Vitally API

Vitally + Salesforce

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Create Account with Salesforce (REST API) API on New User Created from Vitally API

Vitally + Salesforce

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Create Attachment with Salesforce (REST API) API on New User Created from Vitally API

Vitally + Salesforce

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Popular Vitally and Salesforce Triggers#

New User Created from the Vitally API

Emit new event when a new user is created.

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

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

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Popular Vitally and Salesforce Actions#

Create Message with the Vitally API

Create a new message. 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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Create Note with the Vitally API

Create a new note. 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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Create Task with the Vitally API

Create a new task. See the documentation

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Overview of Vitally#

The Vitally API offers a window into customer success operations, enabling you to automate workflows, integrate with other tools, and manipulate customer data programmatically. With Pipedream, you can harness this API to create custom automations that react to events in Vitally, sync data between Vitally and other platforms, or maintain up-to-date customer profiles across your business stack.

Connect Vitally#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    vitally: {
      type: "app",
      app: "vitally",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.vitally.$auth.subdomain}.rest.vitally.io/resources/users`,
      auth: {
        username: `${this.vitally.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

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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