MX Technologies

MX is a fintech company that offers open banking, bank APIs, mobile banking, and more via modern connectivity and data enhancement.

Integrate the MX Technologies API with the Salesforce (REST API) API

Setup the MX Technologies API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate MX Technologies and Salesforce (REST API) remarkably fast. Free for developers.

Add Contact to Campaign with Salesforce (REST API) API on New User Created from MX Technologies API
MX Technologies + Salesforce (REST API)
 
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Add Lead to Campaign with Salesforce (REST API) API on New User Created from MX Technologies API
MX Technologies + Salesforce (REST API)
 
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Convert SOAP XML Object to JSON with Salesforce (REST API) API on New User Created from MX Technologies API
MX Technologies + Salesforce (REST API)
 
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Create Account with MX Technologies API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API
Salesforce (REST API) + MX Technologies
 
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Create Account with MX Technologies API on New Deleted Record (of Selectable Type) from Salesforce (REST API) API
Salesforce (REST API) + MX Technologies
 
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New User Created from the MX Technologies API

Emit new event for each new user created.

 
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New Deleted Record (Instant, of Selectable Type) from the Salesforce (REST API) API

Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted

 
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New Deleted Record (of Selectable Type) from the Salesforce (REST API) API

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.

 
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New Outbound Message (Instant) from the Salesforce (REST API) API

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.

 
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New Record (Instant, of Selectable Type) from the Salesforce (REST API) API

Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created

 
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Create Account with the MX Technologies API

Creates a new account for a specific user. See the documentation

 
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Add Contact to Campaign with the Salesforce (REST API) API

Adds an existing contact to an existing campaign. See Event SObject and Create Record

 
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Create User with the MX Technologies API

Creates a new user in the MX Technologies platform. See the documentation

 
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Add Lead to Campaign with the Salesforce (REST API) API

Adds an existing lead to an existing campaign. See Event SObject and Create Record

 
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Convert SOAP XML Object to JSON with the Salesforce (REST API) API

Converts a SOAP XML Object received from Salesforce to JSON

 
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Overview of MX Technologies

The MX Technologies API provides a range of financial data solutions, enabling users to obtain insights into personal finances, conduct risk analysis, and offer personalized financial advice. Within Pipedream, you can harness the power of the MX API to automate financial data aggregation, customer profiling, and trigger custom workflows based on financial events or changes in user data.

Connect MX Technologies

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    mx_technologies: {
      type: "app",
      app: "mx_technologies",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.mx_technologies.$auth.environment}.mx.com/users`,
      headers: {
        "Accept": `application/vnd.mx.api.v1+json`,
      },
      auth: {
        username: `${this.mx_technologies.$auth.client_id}`,
        password: `${this.mx_technologies.$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)

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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}`,
      },
    })
  },
})