Integrate the Docupilot API with the Salesforce API

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

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Popular Ways to Connect Docupilot with Salesforce#

Create Document with Docupilot API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Docupilot

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Create Document with Docupilot API on New Deleted Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Docupilot

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Create Document with Docupilot API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Docupilot

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Create Document with Docupilot API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Docupilot

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Create Document with Docupilot API on New Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Docupilot

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Popular Docupilot 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 Docupilot and Salesforce Actions#

Create Document with the Docupilot API

Create a document See docs here

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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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Overview of Docupilot#

Docupilot offers powerful document automation capabilities, allowing you to create dynamic documents based on templates and data inputs. With the Docupilot API, you can integrate this functionality directly into Pipedream workflows, triggering document generation from a myriad of events and data sources. Think of automating contract creation when a new deal is won in your CRM, or sending personalized letters en masse with the click of a button. The API empowers you to craft, distribute, and manage documents efficiently and programmatically.

Connect Docupilot#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docupilot: {
      type: "app",
      app: "docupilot",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.docupilot.app/api/v1/templates`,
      headers: {
        "apikey": `${this.docupilot.$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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