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Helcim and Salesforce connection
Save yourself the work of writing custom integrations for Helcim and Salesforce and use n8n instead. Build adaptable and scalable Finance & Accounting, workflows that work with your technology stack. All within a building experience you will love.
Ways to connect Helcim and Salesforce
Create a new workflow and add the first step
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Create your own Helcim and Salesforce connection
Create custom Helcim + Salesforce automations by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
Supported API Endpoints for Helcim
POST
Process payment
Process a credit card payment.
/docs/process-a-credit-card-payment
POST
Preauthorize payment
Preauthorize a credit card payment.
/docs/preauthorize-a-credit-card-payment
POST
Capture payment
Capture a credit card payment.
/docs/capture-a-credit-card-payment
POST
Reverse payment
Reverse a credit card payment.
/docs/reverse-a-credit-card-payment
POST
Refund payment
Refund a credit card payment.
/docs/refund-a-credit-card-payment
POST
Verify credit card
Verify credit card details.
/docs/verify-credit-card-details
POST
Create invoice
Create an invoice.
/docs/create-an-invoice
GET
Retrieve invoice
Retrieve an invoice.
/docs/retrieve-an-invoice
GET
Retrieve invoices
Retrieve all invoices.
/docs/retrieve-invoices
PUT
Update invoice
Update an invoice.
/docs/update-an-invoice
GET
Render invoice online view
Renders an online view of an invoice using the Helcim API.
/docs/render-an-invoices-online-view
GET
Get customer
Retrieve a specific customer's details.
/api/v1/customers/{id}
GET
Get customers
Retrieve a list of all customers.
/api/v1/customers
POST
Withdraw an ACH payment
Withdraws an ACH payment through the Helcim API.
/docs/withdraw-an-ach-payment
To set up Helcim integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Helcim to query the data you need using the API endpoint URLs you provide.
See the example hereThese API endpoints were generated using n8n
n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Helcim official documentation to get a full list of all API endpoints and verify the scraped ones!
Salesforce supported actions
Add Note
Add note to an account
Create
Create an account
Create or Update
Create a new account, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Get Summary
Returns an overview of account's metadata
Update
Update an account
Create
Create a attachment
Delete
Delete a attachment
Get
Get a attachment
Get Many
Get many attachments
Get Summary
Returns an overview of attachment's metadata
Update
Update a attachment
Add Comment
Add a comment to a case
Create
Create a case
Delete
Delete a case
Get
Get a case
Get Many
Get many cases
Get Summary
Returns an overview of case's metadata
Update
Update a case
Add Contact To Campaign
Add contact to a campaign
Add Note
Add note to a contact
Create
Create a contact
Create or Update
Create a new contact, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Get Summary
Returns an overview of contact's metadata
Update
Update a contact
Create
Create a custom object record
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a custom object record
Get
Get a custom object record
Get Many
Get many custom object records
Update
Update a custom object record
Upload
Upload a document
Get Many
Get many flows
Invoke
Invoke a flow
Add Lead To Campaign
Add lead to a campaign
Add Note
Add note to a lead
Create
Create a lead
Create or Update
Create a new lead, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Get Summary
Returns an overview of Lead's metadata
Update
Update a lead
Add Note
Add note to an opportunity
Create
Create an opportunity
Create or Update
Create a new opportunity, or update the current one if it already exists (upsert)
Delete
Delete an opportunity
Get
Get an opportunity
Get Many
Get many opportunities
Get Summary
Returns an overview of opportunity's metadata
Update
Update an opportunity
Query
Execute a SOQL query that returns all the results in a single response
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Get Summary
Returns an overview of task's metadata
Update
Update a task
Get
Get a user
Get Many
Get many users
Helcim and Salesforce connection details
Other integrations with Salesforce
FAQs
FAQ
Can Helcim work together with Salesforce in n8n Lab?
Can I use Helcim’s API with n8n Lab?
Can I use Salesforce’s API with n8n Lab?
Is n8n Lab a secure option for connecting Helcim with Salesforce?
How do I start building Helcim + Salesforce automation in n8n Lab?
Need help setting up your Helcim and Salesforce connection?
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