What do you want to automate
with GoCanvas and Salesforce?
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Popular Ways to Connect GoCanvas with Salesforce#
Popular GoCanvas and Salesforce Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when a new submission is uploaded to GoCanvas.
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
Popular GoCanvas and Salesforce Actions#
Adds an existing contact to an existing campaign. See the documentation
Creates or updates GoCanvas reference data. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Removes a specific dispatch from GoCanvas. See the documentation
Overview of GoCanvas#
The GoCanvas API allows for the automation of document processing tasks, enabling data extraction from PDFs with ease, thus facilitating the seamless transfer of this data to other systems or databases. This proves particularly useful for businesses aiming to digitize paper-based processes, automate data entry, or integrate with other digital tools to enhance productivity and reduce manual errors.
Connect GoCanvas#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
gocanvas: {
type: "app",
app: "gocanvas",
}
},
async run({steps, $}) {
const data = {
"username": `${this.gocanvas.$auth.username}`,
}
return await axios($, {
url: `https://www.gocanvas.com/apiv2/forms.xml`,
headers: {
Authorization: `Bearer ${this.gocanvas.$auth.api_key}`,
},
data,
})
},
})
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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