OnStrategy
From self-guided planning to full-service strategy design, we can help get a strategic plan done that meets your needs and budget.
Integrate the OnStrategy API with the Salesforce (REST API) API
Setup the OnStrategy API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate OnStrategy and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect OnStrategy with Salesforce (REST API)#
Popular OnStrategy and Salesforce (REST API) Triggers#
Emit new event when a new goal is created within the OnStrategy app. 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 OnStrategy 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 OnStrategy#
The OnStrategy API lets you automate strategic planning and tracking within your organization. You can create, update, and retrieve data on goals, actions, and progress, making it simpler to integrate strategic management into daily workflows. Pipedream's serverless platform eases the process by allowing you to construct workflows that link OnStrategy with other apps, trigger actions based on events, and handle data programmatically without managing servers.
Connect OnStrategy#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
onstrategy: {
type: "app",
app: "onstrategy",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.onstrategyhq.com/api/accounts.json`,
params: {
key: `${this.onstrategy.$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}`,
},
})
},
})