DailyBot
The go-to assistant for your work chat. DailyBot has built-in skills to help you run async meetings, track and celebrate milestones, and automate routines. 🤖💬
Integrate the DailyBot API with the Salesforce (REST API) API
Setup the DailyBot API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate DailyBot and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect DailyBot with Salesforce (REST API)#
Popular DailyBot and Salesforce (REST API) Triggers#
Emit new event when a user from your organization completes a response to a check-in in DailyBot.
Emit new event when a response is added to a form in DailyBot by any user from your organization or an external user.
Emit new event every time any kudos are given to someone in your DailyBot organization.
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 DailyBot and Salesforce (REST API) Actions#
Sends kudos to selected user(s) using DailyBot. See the documentation
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
Overview of DailyBot#
The DailyBot API on Pipedream opens up a world of possibilities for automating team interactions and enhancing productivity. With DailyBot, you can create custom workflows to automate stand-ups, collect feedback, run polls, and send reminders. By leveraging Pipedream's seamless connections with other apps and services, you can integrate DailyBot into your existing tools and streamline your team's communication processes without writing extensive code.
Connect DailyBot#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
dailybot: {
type: "app",
app: "dailybot",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.dailybot.com/v1/me/`,
headers: {
"Accept": `application/json`,
"X-API-KEY": `${this.dailybot.$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}`,
},
})
},
})