Userflow
User onboarding software. Build product tours, checklists and more. No coding needed.
Integrate the Userflow API with the Salesforce (REST API) API
Setup the Userflow API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Userflow and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Userflow with Salesforce (REST API)#
Popular Userflow and Salesforce (REST API) Triggers#
Emit new event when a user has completed all tasks in a checklist. See the documentation
Emit new new event when an event is tracked in Userflow. See the documentation
Emit new event when a flow is completed by a user by reaching a goal step. 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.
Popular Userflow and Salesforce (REST API) Actions#
Creates or updates a user in Userflow. If the user does not already exist in Userflow, it will be created. If it already exists, the given attributes will be merged into the existing user's attributes. See the documentation
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Finds an existing user by user ID or email, optionally filtering by group ID. 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 Userflow#
The Userflow API allows you to automate and integrate the process of creating and managing in-app guides and walkthroughs. Using the API within Pipedream, you can programmatically trigger events, update user attributes, and manage flows, thereby creating a personalized user experience within your application. This opens up possibilities for syncing user data, customizing user onboarding experiences, and tracking user progress without manual intervention.
Connect Userflow#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
userflow: {
type: "app",
app: "userflow",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.userflow.com/users`,
headers: {
Authorization: `Bearer ${this.userflow.$auth.api_key}`,
"Userflow-Version": `2020-01-03`,
},
})
},
})
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}`,
},
})
},
})