What do you want to automate
with DocuGenerate and Salesforce?
Prompt, edit and deploy AI agents that connect to DocuGenerate, Salesforce and 2,800+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular DocuGenerate and Salesforce Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Popular DocuGenerate and Salesforce Actions#
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
Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation
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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies