What do you want to automate
with WaiverFile and Salesforce?
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Popular Ways to Connect WaiverFile with Salesforce#
Popular WaiverFile and Salesforce Triggers#
Emit new event when an existing event in WaiverFile is edited. See the documentation
Emit new event when a new event is created in Waiverfile. See the documentation
Emit new event when a case is updated. See the documentation
Emit new event each time a new waiver is collected in WaiverFile. See the documentation
Emit new event when an email template is updated. See the documentation
Popular WaiverFile and Salesforce Actions#
Creates a new event category in WaiverFile. 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
Searches for waivers in WaiverFile based on specific keywords. See the documentation
Overview of WaiverFile#
With the WaiverFile API, you can automate interactions with your WaiverFile account directly from Pipedream. This API provides access to manage and retrieve waivers, customer data, and events, allowing you to integrate WaiverFile with other services for streamlined workflows. You could automate the sending of waiver links, synchronize signed waivers with a database, or trigger actions based on waiver completions. The flexibility of the WaiverFile API means you can create powerful automations tailored to your business needs on Pipedream's serverless platform.
Connect WaiverFile#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
waiverfile: {
type: "app",
app: "waiverfile",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.waiverfile.com/api/v1/GetSiteDetails`,
headers: {
"Accept": `application/json`,
},
params: {
apiKey: `${this.waiverfile.$auth.site_key}`,
siteID: `${this.waiverfile.$auth.site_id}`,
},
})
},
})
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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