Codat
Codat's business data APIs connect banks and fintechs to all of the financial systems their customers use.
Integrate the Codat API with the Salesforce (REST API) API
Setup the Codat API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Codat and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Codat with Salesforce (REST API)#
Popular Codat and Salesforce (REST API) Triggers#
Emit new event when a specified event type is produced by Codat. 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.
Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created
Popular Codat 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
Converts a SOAP XML Object received from Salesforce to JSON
Creates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See Account SObject and Create Record
Creates an attachment, which represents a file that a User has uploaded and attached to a parent object. See Attachment SObject and Create Record
Overview of Codat#
The Codat API provides a way to seamlessly integrate and automate financial data processes for businesses. With Codat, you can connect to accounting software, extract company financials, and reconcile transactions in real-time. Whether it's for pulling recent invoices, syncing payment information, or consolidating financial reports, Codat's API acts as a bridge between various accounting platforms and your applications, enabling more efficient financial operations and decision-making.
Connect Codat#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
codat: {
type: "app",
app: "codat",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.codat.io/profile`,
headers: {
"Authorization": `${this.codat.$auth.authorization_header}`,
"Accept": `application/json`,
},
})
},
})
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}`,
},
})
},
})