What do you want to automate
with CraftMyPDF and Salesforce?
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Popular Ways to Connect CraftMyPDF with Salesforce#
Popular CraftMyPDF 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 CraftMyPDF and Salesforce Actions#
Create a new PDF editor session. The PDF editor url can be embedded into an IFrame. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Overview of CraftMyPDF#
CraftMyPDF is a powerful API that allows you to create dynamic and customizable PDF documents. By leveraging this API on Pipedream, you can automate the generation of invoices, reports, tickets, and any other document that requires a polished and professional look. Pipedream's serverless platform enables you to connect CraftMyPDF with numerous apps to create workflows that trigger PDF generation from events like form submissions, new database entries, or scheduled jobs.
Connect CraftMyPDF#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
craftmypdf: {
type: "app",
app: "craftmypdf",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.craftmypdf.com/v1/list-templates`,
headers: {
"X-API-KEY": `${this.craftmypdf.$auth.api_key}`,
"Content-Type": `application/json`,
},
})
},
})
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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies