Docusign
Electronic Signature and Agreement Cloud
Integrate the Docusign API with the Salesforce (REST API) API
Setup the Docusign API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Docusign and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Docusign with Salesforce (REST API)#
Popular Docusign and Salesforce (REST API) Triggers#
Emit new event when an envelope status is set to sent or complete
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
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. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Popular Docusign and Salesforce (REST API) Actions#
Create and send an envelope, or create a draft envelope. See the documentation here
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Creates a signature request from a template See the docs here
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
Overview of Docusign#
The DocuSign API enables you to integrate electronic signature workflows into your applications, automate the process of sending and receiving documents for signatures, and securely manage related data. Leveraging Pipedream's platform, you can build powerful automations that streamline how contracts and agreements are handled, enhance compliance, and improve overall efficiency.
Connect Docusign#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docusign: {
type: "app",
app: "docusign",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://account.docusign.com/oauth/userinfo`,
headers: {
Authorization: `Bearer ${this.docusign.$auth.oauth_access_token}`,
},
})
},
})
Overview of Salesforce (REST API)#
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 (REST API)#
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}`,
},
})
},
})