Integrate the DocuGenerate API with the Salesforce API

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

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Popular DocuGenerate 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 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 Updated Record (Instant, of Selectable Type) from the Salesforce API

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

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Popular DocuGenerate 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 DocuGenerate#

The DocuGenerate API lets you automate document creation and management tasks within Pipedream workflows. With this API, you can create custom documents, populate them with dynamic data, and perform various actions like retrieving, updating, or deleting documents programmatically. Integrating DocuGenerate with Pipedream enables you to connect your document workflows with hundreds of other apps, simplifying processes like contract generation from CRM data, automating report distribution, or even pushing notifications based on document status changes.

Connect DocuGenerate#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docugenerate: {
      type: "app",
      app: "docugenerate",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.docugenerate.com/v1/template`,
      headers: {
        "Accept": `application/json`,
        "Authorization": `${this.docugenerate.$auth.api_key}`,
      },
    })
  },
})

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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