PDFMonkey
PDFMonkey is the solution to handle your PDF generation needs.
Integrate the PDFMonkey API with the Salesforce API
Setup the PDFMonkey API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate PDFMonkey and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect PDFMonkey with Salesforce#
Popular PDFMonkey and Salesforce Triggers#
Emit new event when a document's generation is completed.
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Emit new event when a record of the selected object type is created. See the documentation
Emit new event when a record of the selected type is updated. See the documentation
Popular PDFMonkey and Salesforce Actions#
Deletes a specific document using its ID. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Generates a new document using a specified template. See the documentation
Overview of PDFMonkey#
The PDFMonkey API on Pipedream allows you to automate the creation of PDF documents from dynamic data sources. You can generate invoices, reports, tickets, or any customized document based on templates you define. With Pipedream’s serverless platform, you can trigger PDF generation from a multitude of events, such as form submissions, scheduled times, or changes in a database, and then perform actions like sending these PDFs via email, storing them in cloud storage, or updating records in a CRM.
Connect PDFMonkey#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
pdfmonkey: {
type: "app",
app: "pdfmonkey",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.pdfmonkey.io/api/v1/current_user`,
headers: {
Authorization: `Bearer ${this.pdfmonkey.$auth.api_key}`,
},
})
},
})
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