Formstack Documents
Automate your document generation. Eliminate paperwork and transform data into beautifully designed Formstack documents you can send anywhere.
Integrate the Formstack Documents API with the Salesforce (REST API) API
Setup the Formstack Documents API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Formstack Documents and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Formstack Documents with Salesforce (REST API)#
Popular Formstack Documents and Salesforce (REST API) Triggers#
Emit new event when a new document is created. See documentation
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.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created
Popular Formstack Documents and Salesforce (REST API) Actions#
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Get the details of the specified document. See documentation
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Initiates a merge process using provided data. See documentation
Overview of Formstack Documents#
The Formstack Documents API gives you the power to automate document creation and delivery, making it simple to generate custom PDFs, Word documents, PowerPoint presentations, and more, from your data. By leveraging the API within Pipedream, you can integrate dynamic document generation into your workflows. You might merge data from various sources, populate templates with real-time data, and send documents directly to customers or team members.
Connect Formstack Documents#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
formstack_documents: {
type: "app",
app: "formstack_documents",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://www.webmerge.me/api/documents`,
auth: {
username: `${this.formstack_documents.$auth.api_key}`,
password: `${this.formstack_documents.$auth.api_secret}`,
},
})
},
})
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}`,
},
})
},
})