What do you want to automate
with Document360 and Salesforce?
Prompt, edit and deploy AI agents that connect to Document360, Salesforce and 3,000+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Document360 with Salesforce#
Popular Document360 and Salesforce Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when a new article is created within a project version. 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
Popular Document360 and Salesforce Actions#
Creates a new document in Document360 from text. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Search for files and folders in Document360 Drive. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Overview of Document360#
The Document360 API enables programmatic interaction with your knowledge base, allowing you to automate content creation, updates, and management. With this API, you can integrate Document360 into your existing content pipelines, support workflows, or any system that needs to push or pull knowledge base content. On Pipedream, you can harness this API to craft serverless workflows that seamlessly integrate with other apps to keep documentation up-to-date, trigger notifications based on content changes, or analyze knowledge base usage.
Connect Document360#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
document360: {
type: "app",
app: "document360",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://apihub.document360.io/v2/teams`,
headers: {
"api_token": `${this.document360.$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