Integrate the GoCanvas API with the Salesforce API

Setup the GoCanvas API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate GoCanvas and Salesforce remarkably fast. Free for developers.

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Popular Ways to Connect GoCanvas with Salesforce#

Add Contact to Campaign with Salesforce API on New Submission Recieved from GoCanvas API

GoCanvas + Salesforce

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Add Lead to Campaign with Salesforce API on New Submission Recieved from GoCanvas API

GoCanvas + Salesforce

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Convert SOAP XML Object to JSON with Salesforce API on New Submission Recieved from GoCanvas API

GoCanvas + Salesforce

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Create Account with Salesforce API on New Submission Recieved from GoCanvas API

GoCanvas + Salesforce

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Create Attachment with Salesforce API on New Submission Recieved from GoCanvas API

GoCanvas + Salesforce

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Popular GoCanvas and Salesforce Triggers#

New Submission Recieved from the GoCanvas API

Emit new event when a new submission is uploaded to GoCanvas.

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New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

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Popular GoCanvas and Salesforce Actions#

Create Dispatch with the GoCanvas API

Creates a dispatch item in GoCanvas. See the documentation

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Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Create or Update Reference Data with the GoCanvas API

Creates or updates GoCanvas reference data. See the documentation

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Delete Dispatch with the GoCanvas API

Removes a specific dispatch from GoCanvas. See the documentation

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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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