Docnify

Sign documents quickly and easily

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.

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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Add Contact to Campaign with Salesforce API on New Document Completed from Docnify API
Docnify + Salesforce
 
Try it
Add Contact to Campaign with Salesforce API on New Document Created from Docnify API
Docnify + Salesforce
 
Try it
Add Contact to Campaign with Salesforce API on New Document Signed from Docnify API
Docnify + Salesforce
 
Try it
Add Lead to Campaign with Salesforce API on New Document Completed from Docnify API
Docnify + Salesforce
 
Try it
Add Lead to Campaign with Salesforce API on New Document Created from Docnify API
Docnify + Salesforce
 
Try it
New Document Completed from the Docnify API

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

 
Try it
New Document Created from the Docnify API

Emit new event when a new document is created.

 
Try it
New Document Signed from the Docnify API

Emit new event when a document is signed by a recipient

 
Try it
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

 
Try it
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.

 
Try it
Add Recipient To Document with the Docnify API

Add a recipient to an existing Docnify document. [See the documentation](See the documentation)

 
Try it
Add Contact to Campaign with the Salesforce API

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

 
Try it
Create Document From Template with the Docnify API

Create a new document in Docnify from a pre-existing template. See the documentation

 
Try it
Add Lead to Campaign with the Salesforce API

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

 
Try it
Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

 
Try it

Connect Docnify

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
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

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
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

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo