YoPlanning
Yoplanning automates your processes and helps you streamline your activity thanks to powerful decision-making algorithms based on artificial intelligence.
Integrate the YoPlanning API with the Salesforce (REST API) API
Setup the YoPlanning API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate YoPlanning and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect YoPlanning with Salesforce (REST API)#
Popular YoPlanning and Salesforce (REST API) Triggers#
Triggers when a new client is created. 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.
Popular YoPlanning 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
Overview of YoPlanning#
YoPlanning API offers tools for event planning, with features such as creating and managing event schedules, attendee lists, and budgets. Leveraging this API in Pipedream enables automating event-related workflows, syncing event data with other services, and triggering actions based on event updates or attendee responses. It's a powerful way to streamline event management tasks, ensuring that nothing slips through the cracks as you orchestrate everything from small meetings to large conferences.
Connect YoPlanning#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
yoplanning: {
type: "app",
app: "yoplanning",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://yoplanning.pro/api/v3.1/teams`,
headers: {
"Authorization": `Token ${this.yoplanning.$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}`,
},
})
},
})