What do you want to automate with UiPath and Salesforce?

Prompt, edit and deploy AI agents that connect to UiPath, Salesforce and 3,000+ other apps in seconds.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Popular UiPath and Salesforce Triggers

  • Case Updated (Instant, of Selectable Type) from the Salesforce API
    Emit new event when a case is updated. See the documentation

  • Email Template Updated (Instant, of Selectable Type) from the Salesforce API
    Emit new event when an email template is updated. See the documentation

  • Knowledge Article Updated (Instant, of Selectable Type) from the Salesforce API
    Emit new event when a knowledge article is updated. See the documentation

  • New Case (Instant, of Selectable Type) from the Salesforce API
    Emit new event when a case is created. See the documentation

  • New Deleted Record (Instant, of Selectable Type) from the Salesforce API
    Emit new event when a record of the selected object type is deleted. See the documentation

Popular UiPath and Salesforce Actions

  • Add Contact to Campaign with the Salesforce API
    Adds an existing contact to an existing campaign. See the documentation

  • Add Lead to Campaign with the Salesforce API
    Adds an existing lead to an existing campaign. See the documentation

  • Convert SOAP XML Object to JSON with the Salesforce API
    Converts a SOAP XML Object received from Salesforce to JSON.

  • Create Account with the Salesforce API
    Creates a Salesforce account. See the documentation

  • Create Accounts (Batch) with the Salesforce API
    Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Integrate the UiPath API with the Salesforce API

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

Overview of UiPath

UiPath is a leader in Robotic Process Automation (RPA), enabling businesses to automate routine tasks with software robots. Their API provides the ability to manage these robots, processes, and queues programmatically. With UiPath's API on Pipedream, you can create sophisticated automation workflows that trigger actions in UiPath as part of broader, cross-application processes.

Overview of Salesforce

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.

Connect UiPath

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    uipath: {
      type: "app",
      app: "uipath",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://cloud.uipath.com/${this.uipath.$auth.account_logical_name}/${this.uipath.$auth.tenant_name}/orchestrator_/odata/Users/UiPath.Server.Configuration.OData.GetCurrentUser`,
      headers: {
        Authorization: `Bearer ${this.uipath.$auth.oauth_access_token}`,
        "accept": `application/json`,
      },
    })
  },
})

Connect Salesforce

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.instance_url}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})