What do you want to automate
with Workboard and Salesforce?
Prompt, edit and deploy AI agents that connect to Workboard, Salesforce and 2,800+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Workboard and Salesforce Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Workboard and Salesforce Actions#
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
Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation
Overview of Workboard#
The Workboard API enables you to interact with Workboard's platform programmatically, allowing for the automation of tasks related to goal setting, action item tracking, and performance metrics. By deploying workflows on Pipedream, you can connect Workboard to a multitude of other apps, triggering actions and exchanging data to streamline your organization's operations and decision-making processes. A well-integrated system can save time, reduce errors, and provide real-time insights into team performance and project progress.
Connect Workboard#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
workboard: {
type: "app",
app: "workboard",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.myworkboard.com/wb/apis/user/`,
headers: {
Authorization: `Bearer ${this.workboard.$auth.oauth_access_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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies