PandaDoc
Create, Approve, Track & eSign Docs 40% Faster
Integrate the PandaDoc API with the Salesforce API
Setup the PandaDoc API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate PandaDoc and Salesforce remarkably fast. Free for developers.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect PandaDoc with Salesforce#
Popular PandaDoc and Salesforce Triggers#
Emit new event when a document failed to be created. See the documentation here
Emit new event when a document is deleted. See the documentation here
Emit new event when a document's state is changed. See the documentation here
Emit new event when a document is updated. See the documentation here
Emit new event when a recipient completes a document. See the documentation here
Popular PandaDoc and Salesforce Actions#
Adds an attachment to a document. See the documentation here
Adds an existing contact to an existing campaign. See the documentation
Create a document from a file or public file URL. See the documentation here
Adds an existing lead to an existing campaign. See the documentation
Create a Document from a PandaDoc Template. See the documentation here
Overview of PandaDoc#
The PandaDoc API opens up a realm of possibilities for automating document workflows, creating a seamless bridge between document management and various business processes. With it, you can programmatically create, send, and track documents, streamline electronic signatures, and manage templates, among others. Integrations through Pipedream can harness these capabilities, enabling you to trigger actions in PandaDoc based on events from other apps, or vice versa.
Connect PandaDoc#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pandadoc: {
type: "app",
app: "pandadoc",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.pandadoc.com/public/v1/members/current/`,
headers: {
Authorization: `Bearer ${this.pandadoc.$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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies