Docusign Developer
Electronic Signature and Agreement Cloud (for developers)
Integrate the Docusign Developer API with the Salesforce API
Setup the Docusign Developer API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Docusign Developer and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Docusign Developer with Salesforce#
Popular Docusign Developer and Salesforce Triggers#
Emit new event when an envelope's status is updated
Emit new event when a record of the selected object type is deleted. See the documentation
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.
Emit new event when a new outbound message is received in Salesforce.
Popular Docusign Developer and Salesforce Actions#
Creates a signature request from a template See the documentation
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
Overview of Docusign Developer#
The DocuSign Developer API enables automation around electronic agreements, signatures, and approval processes. It's a powerful tool for streamlining document workflows, allowing you to create, send, and manage documents programmatically. With Pipedream, you can harness this capability to integrate DocuSign seamlessly with other services, triggering actions based on document status, automating follow-ups, syncing data with CRM systems, and more.
Connect Docusign Developer#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docusign_developer: {
type: "app",
app: "docusign_developer",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://account-d.docusign.com/oauth/userinfo`,
headers: {
Authorization: `Bearer ${this.docusign_developer.$auth.oauth_access_token}`,
},
})
},
})
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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