faktoora
Invoicing made easy. For companies of all sizes – securely and without IT expertise.
Integrate the faktoora API with the Salesforce (REST API) API
Setup the faktoora API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate faktoora and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect faktoora with Salesforce (REST API)#
Popular faktoora and Salesforce (REST API) Triggers#
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 faktoora and Salesforce (REST API) Actions#
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Download an invoice using the unique invoice number to '/tmp' folder. See the documentation
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
Overview of faktoora#
The faktoora API offers a suite of tools for managing invoices and financial documents within applications. By integrating this API with Pipedream, you can automate tasks related to invoice creation, retrieval, and management, streamlining your financial operations. Pipedream's serverless execution model allows the API's capabilities to be woven into custom workflows that trigger on various events, process data, and connect to countless other apps to create powerful automations.
Connect faktoora#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
faktoora: {
type: "app",
app: "faktoora",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.faktoora.$auth.environment}.faktoora.com/api/v1/apikeys/`,
headers: {
" X-API-KEY": `${this.faktoora.$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}`,
},
})
},
})