Papersign
Simplify document signing with Papersign, so you can spend less time in email chains and more time on the important stuff.
Integrate the Papersign API with the Salesforce API
Setup the Papersign API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Papersign and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Papersign with Salesforce#
Popular Papersign and Salesforce Triggers#
Emit new event when a document is completed, i.e., all signers have signed.
Emit new event when any document or signer action occurs.
Emit new event when a record of the selected object type is deleted. See the documentation
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.
Popular Papersign 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
Connect Papersign#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
papersign: {
type: "app",
app: "papersign",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.paperform.co/v1/papersign/documents`,
headers: {
Authorization: `Bearer ${this.papersign.$auth.access_token}`,
"accept": `application/json`,
},
})
},
})
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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