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with ChatPDF and Salesforce?
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Popular Ways to Connect ChatPDF with Salesforce#
Popular ChatPDF and Salesforce Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Popular ChatPDF and Salesforce Actions#
Adds a PDF from a publicly accessible URL to ChatPDF, returning a source ID for interactions. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Sends messages to interact with a specific PDF using its source ID. Can handle single or multiple messages for complex queries. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Deletes one or more PDFs from ChatPDF using their source IDs. See the documentation
Overview of ChatPDF#
The ChatPDF API enables you to convert chat histories from various messaging platforms into PDFs. This utility can be a game-changer for archiving conversations, legal documentation, or creating backups of critical chats. With Pipedream, you can automate the conversion process and integrate it with countless apps to streamline chat management tasks. Think of pulling chat data from messaging apps, converting them to PDF, and then saving or sharing them—all set up to run on autopilot.
Connect ChatPDF#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
chatpdf: {
type: "app",
app: "chatpdf",
}
},
async run({steps, $}) {
const data = {
"url": `https://www.learningcontainer.com/wp-content/uploads/2019/09/sample-pdf-file.pdf`,
}
return await axios($, {
method: "post",
url: `https://api.chatpdf.com/v1/sources/add-url`,
headers: {
"x-api-key": `${this.chatpdf.$auth.api_key}`,
},
data,
})
},
})
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#
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}`,
},
})
},
})
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