Workamajig
Marketing project management software designed just for creative teams.
Integrate the Workamajig API with the Salesforce API
Setup the Workamajig API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Workamajig and Salesforce remarkably fast. Free for developers.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Workamajig with Salesforce#
Popular Workamajig and Salesforce Triggers#
Emit new event when a new open activity is created in Workamajig. Note: Completed activities/conversations are not retrieved by the Workamajig API.
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 Workamajig and Salesforce Actions#
Adds an existing contact to an existing campaign. See the documentation
Initiates the creation of a fresh activity in Workamajig. 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 Workamajig#
The Workamajig API allows for automation and integration of project management tasks within the Workamajig platform. Using Pipedream, developers can create workflows to manage projects, resources, and client accounts by triggering events, syncing data, and automating processes. Pipedream's serverless platform enables the execution of these workflows on demand or on a schedule, making it possible to connect Workamajig with other apps and services to streamline operations.
Connect Workamajig#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
workamajig: {
type: "app",
app: "workamajig",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app6.workamajig.com/api/beta1/contacts/search`,
headers: {
"APIAccessToken": `${this.workamajig.$auth.api_access_token}`,
"UserToken": `${this.workamajig.$auth.user_token}`,
},
params: {
name: `John`, //E.g. John
},
})
},
})
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