Integrate the Docnify API with the Salesforce API

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

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Popular Ways to Connect Docnify with Salesforce#

Add Contact to Campaign with Salesforce API on New Document Completed from Docnify API

Docnify + Salesforce

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Add Contact to Campaign with Salesforce API on New Document Created from Docnify API

Docnify + Salesforce

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Add Contact to Campaign with Salesforce API on New Document Signed from Docnify API

Docnify + Salesforce

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Add Lead to Campaign with Salesforce API on New Document Completed from Docnify API

Docnify + Salesforce

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Add Lead to Campaign with Salesforce API on New Document Created from Docnify API

Docnify + Salesforce

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Popular Docnify and Salesforce Triggers#

New Document Completed from the Docnify API

Emit new event when a document is signed by all recipients.

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New Document Created from the Docnify API

Emit new event when a new document is created.

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New Document Signed from the Docnify API

Emit new event when a document is signed by a recipient

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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 Deleted Record (of Selectable Type) from the Salesforce API

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.

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Popular Docnify and Salesforce Actions#

Add Recipient To Document with the Docnify API

Add a recipient to an existing Docnify document. [See the documentation](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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Create Document From Template with the Docnify API

Create a new document in Docnify from a pre-existing template. 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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Connect Docnify#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docnify: {
      type: "app",
      app: "docnify",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.docnify.$auth.url}/api/v1/documents`,
      headers: {
        "Authorization": `${this.docnify.$auth.api_token}`,
      },
      params: {
        page: `1`,
        perPage: `1`,
      },
    })
  },
})

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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