Docmosis
Fast, Reliable, Scalable Document Generation. A smart template-based approach to generating custom PDF and Word documents.
Integrate the Docmosis API with the Salesforce API
Setup the Docmosis API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Docmosis and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Docmosis with Salesforce#
Popular Docmosis and Salesforce Triggers#
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Emit new event when a new outbound message is received in Salesforce.
Emit new event when a record of the selected object type is created. See the documentation
Popular Docmosis and Salesforce Actions#
Generates a document by merging data with a Docmosis template. 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
Converts a SOAP XML Object received from Salesforce to JSON
Overview of Docmosis#
The Docmosis API lets you generate custom documents based on templates. You can populate these templates with dynamic content and convert them into various formats such as PDF, Word, and HTML. On Pipedream, leveraging the Docmosis API in your workflows allows automated document generation, making it ideal for reports, contracts, invoices, and more. You can trigger workflows with various events and use data from other apps to fill templates.
Connect Docmosis#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docmosis: {
type: "app",
app: "docmosis",
}
},
async run({steps, $}) {
const data = {
"accessKey": `${this.docmosis.$auth.access_key}`,
}
return await axios($, {
method: "post",
url: `${this.docmosis.$auth.location_base_url}/environment/ready`,
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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