Docusign
Electronic Signature and Agreement Cloud
Integrate the Docusign API with the Salesforce API
Setup the Docusign API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Docusign and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Docusign with Salesforce#
Popular Docusign 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 and Salesforce Actions#
Create and send an envelope, or create a draft envelope. See the documentation here
Adds an existing contact to an existing campaign. See the documentation
Creates a signature request from a template See the docs here
Adds an existing lead to an existing campaign. See the documentation
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#
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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