Adobe Document Generation API

Create business-critical documents like invoices, contracts, sales proposals, and work orders automatically.

Integrate the Adobe Document Generation API API with the Salesforce API

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

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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

 
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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

 
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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

 
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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

 
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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

 
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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

 
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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

 
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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

 
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Create Attachment with the Salesforce API

Creates an Attachment on a parent object. See the documentation

 
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Connect Adobe Document Generation API

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import fs from "fs";
import axios from "axios";
import {
	ServicePrincipalCredentials,
	PDFServices,
	MimeType,
	DocumentMergeParams,
	OutputFormat,
	DocumentMergeJob,
	DocumentMergeResult
} from "@adobe/pdfservices-node-sdk";

export default defineComponent({
  props: {
    adobe_document_generation_api: {
      type: "app",
      app: "adobe_document_generation_api",
    }
  },
  async run({steps, $}) {
		// Configuration constants
		const PDF_SERVICES_CLIENT_ID = this.adobe_document_generation_api.$auth.client_id;
		const PDF_SERVICES_CLIENT_SECRET = this.adobe_document_generation_api.$auth.client_secret;

			try {
				// Initial setup, create credentials instance
				const credentials = new ServicePrincipalCredentials({
					clientId: PDF_SERVICES_CLIENT_ID,
					clientSecret: PDF_SERVICES_CLIENT_SECRET
				});

				// Creates a PDF Services instance
				const pdfServices = new PDFServices({ credentials });

				// Creates an asset(s) from source file(s) and upload
        const response = await axios.get("https://developer.adobe.com/document-services/docs/receiptTemplate.docx", { responseType: 'stream' });
        const readStream = response.data;
				const inputAsset = await pdfServices.upload({
					readStream,
					mimeType: MimeType.DOCX
				});

				// Setup input data for the document merge process
      const jsonDataForMerge = {
        "author": "Gary Lee",
        "Company": {
          "Name": "Projected",
          "Address": "19718 Mandrake Way",
          "PhoneNumber": "+1-100000098"
        },
        "Invoice": {
          "Date": "January 15, 2021",
          "Number": 123,
          "Items": [
            {
              "item": "Gloves",
              "description": "Microwave gloves",
              "UnitPrice": 5,
              "Quantity": 2,
              "Total": 10
            },
            {
              "item": "Bowls",
              "description": "Microwave bowls",
              "UnitPrice": 10,
              "Quantity": 2,
              "Total": 20
            }
          ]
        },
        "Customer": {
          "Name": "Collins Candy",
          "Address": "315 Dunning Way",
          "PhoneNumber": "+1-200000046",
          "Email": "cc@abcdef.co.dw"
        },
        "Tax": 5,
        "Shipping": 5,
        "clause": {
          "overseas": "The shipment might take 5-10 more than informed."
        },
        "paymentMethod": "Cash"
      };

				// Create parameters for the job
				const params = new DocumentMergeParams({
					jsonDataForMerge,
					outputFormat: OutputFormat.PDF
				});

				// Creates a new job instance
				const job = new DocumentMergeJob({ inputAsset, params });

				// Submit the job and get the job result
				const pollingURL = await pdfServices.submit({ job });
				const pdfServicesResponse = await pdfServices.getJobResult({
					pollingURL,
					resultType: DocumentMergeResult
				});

				// Get content from the resulting asset(s)
				const resultAsset = pdfServicesResponse.result.asset;
				const streamAsset = await pdfServices.getContent({ asset: resultAsset });

				// Creates a write stream and copy stream asset's content to it
				const outputFilePath = "/tmp/generatePDFOutput.pdf";
				console.log(`Saving asset at ${outputFilePath}`);

				return new Promise((resolve, reject) => {
					const writeStream = fs.createWriteStream(outputFilePath);
					streamAsset.readStream.pipe(writeStream);
					writeStream.on('finish', () => resolve(outputFilePath));
					writeStream.on('error', reject);
				});
			} catch(err) {
				console.error('Error generating PDF:', err);
				throw err;
			}
  },
})

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. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce

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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}`,
      },
    })
  },
})

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

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