What do you want to automate
with Eagle Doc and Salesforce?
Prompt, edit and deploy AI agents that connect to Eagle Doc, Salesforce and 2,800+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Eagle Doc and Salesforce Triggers#
Emit new event when a case is updated. 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
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Eagle Doc and Salesforce Actions#
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
Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation
Overview of Eagle Doc#
The Eagle Doc API allows users to automate document management processes, including generation, storage, and retrieval of documents. This API can be especially useful in environments where documentation needs to be dynamically created and linked with various data points from different sources. On Pipedream, leveraging Eagle Doc with other integrated apps can streamline workflows that require heavy documentation handling, such as in legal, finance, or HR sectors.
Connect Eagle Doc#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
eagle_doc: {
type: "app",
app: "eagle_doc",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.eagle_doc.$auth.url}/api/v2/receipt/processing/quota`,
headers: {
"api-key": `${this.eagle_doc.$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