Agiled
All in one business management platform to manage business in one integrated place.
Integrate the Agiled API with the Salesforce (REST API) API
Setup the Agiled API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Agiled and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Agiled with Salesforce (REST API)#
Popular Agiled and Salesforce (REST API) Triggers#
Emit new event when a new document is created in Agiled. See the documentation
Emit new event when a new estimate is created in Agiled. See the documentation
Emit new event when an invoice is created. See the documentation
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
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.
Popular Agiled and Salesforce (REST API) Actions#
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Overview of Agiled#
Agiled is a business management platform designed to streamline operations like CRM, project management, finances, and more. Through its API, you can automate various aspects of business management by creating, updating, and retrieving data on leads, customers, projects, tasks, invoices, and payments. Leveraging the Agiled API on Pipedream allows you to connect and automate these operations with hundreds of other apps and services to create custom workflows, facilitating data synchronization, event-driven actions, and time-saving automations.
Connect Agiled#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
agiled: {
type: "app",
app: "agiled",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://my.agiled.app/api/v1/users`,
headers: {
"accept": `application/json`,
"Brand": `${this.agiled.$auth.brand}`,
},
params: {
api_token: `${this.agiled.$auth.api_key}`,
},
})
},
})
Overview of Salesforce (REST API)#
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 (REST API)#
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}`,
},
})
},
})