Integrate the Pdfless API with the Salesforce API

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

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Popular Ways to Connect Pdfless with Salesforce#

Create a PDF document with Pdfless API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Pdfless

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Create a PDF document with Pdfless API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Pdfless

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Create a PDF document with Pdfless API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Pdfless

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Create a PDF document with Pdfless API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Pdfless

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Popular Pdfless and Salesforce Triggers#

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 Pdfless and Salesforce Actions#

Create a PDF document with the Pdfless API

Create a PDF document based on selected template identifier and defined payload. 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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Add Lead to Campaign with the Salesforce API

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

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

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Overview of Pdfless#

The Pdfless API provides a suite of tools for creating and manipulating PDF documents, enabling users to generate PDFs from HTML, merge multiple PDFs into one, split a PDF into separate files, and convert PDFs to other formats. By incorporating the Pdfless API into Pipedream workflows, you can automate document processing tasks, streamline data extraction, and integrate with other services to manage documents as part of larger business processes.

Connect Pdfless#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pdfless: {
      type: "app",
      app: "pdfless",
    }
  },
  async run({steps, $}) {
    const data = {
      "template_id": `[your_template_id]`,
      "payload": `{ "Company": "Company & co" } }`,
    }
    return await axios($, {
      method: "post",
      url: `https://api.pdfless.com/v1/pdfs`,
      headers: {
        "apikey": `${this.pdfless.$auth.api_key}`,
        "Content-Type": `application/json`,
      },
      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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