Integrate the DocsGenFlow API with the Salesforce API

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

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Popular DocsGenFlow and Salesforce Triggers#

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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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New 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 created. See the docs for more information.

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Popular DocsGenFlow and Salesforce Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. 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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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

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Create Attachment with the Salesforce API

Creates an Attachment on a parent object. See the documentation

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Overview of DocsGenFlow#

The DocsGenFlow API enables the automation of document generation and management. Leveraging this API on Pipedream allows users to create dynamic workflows that connect various apps to generate, update, retrieve, and manage documents based on specific triggers and conditions. This could be particularly useful in scenarios involving contract management, report generation, or automated document distribution where document templates can be dynamically populated with data from other sources.

Connect DocsGenFlow#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docsgenflow: {
      type: "app",
      app: "docsgenflow",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      method: "post",
      url: `https://api.docsgenflow.com/wh/${this.docsgenflow.$auth.template_id}`,
      headers: {
        "Authorization": `Basic ${this.docsgenflow.$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}`,
      },
    })
  },
})

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