Discussions

Expand all | Collapse all

Using APIs to call Salesforce

  • 1.  Using APIs to call Salesforce

    Posted 12 days ago
    Can someone point me in the right direction?
    Process Flow: 
    1) When a record status changes to "X", API call to Salesforce to authenticate and receive a token.
    2) Store token.
    3) API Call to Salesforce to create a Salesforce record based on date from the trigger Quickbase record.

    Is this possible?  I have explored a Webhook, however, a Webhook does not allow me to store the token from the response.

    ------------------------------
    Jim Boozer
    ------------------------------


  • 2.  RE: Using APIs to call Salesforce

    Posted 12 days ago
    Are you using pipelines? This should be totally dooable using the webhook channel in pipelines which will allow you to use data returned from a previous step to subsequent steps.

    ------------------------------
    Charlie Murawski
    ------------------------------



  • 3.  RE: Using APIs to call Salesforce

    Posted 12 days ago
    No sir I am not using pipelines

    ------------------------------
    Jim Boozer
    ------------------------------



  • 4.  RE: Using APIs to call Salesforce

    Posted 12 days ago
    Not possible with native webhooks then since you have no way of handling the response from who you fired the webhook to. You can do this with pipelines though.

    ------------------------------
    Charlie Murawski
    ------------------------------