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

Emit new event when a case is updated. See the documentation

 
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Email Template Updated (Instant, of Selectable Type) from the Salesforce API

Emit new event when an email template is updated. See the documentation

 
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Knowledge Article Updated (Instant, of Selectable Type) from the Salesforce API

Emit new event when a knowledge article is updated. See the documentation

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

Emit new event when a case is created. See the documentation

 
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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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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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Create Attachment with the Salesforce API

Creates an Attachment on a parent object. See the documentation

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

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

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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}`,
      },
    })
  },
})

Connect Adobe Document Generation API

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import fs from "fs";
import axios from "axios";
import {
	ServicePrincipalCredentials,
	PDFServices,
	MimeType,
	DocumentMergeParams,
	OutputFormat,
	DocumentMergeJob,
	DocumentMergeResult
} from "@adobe/pdfservices-node-sdk";

export default defineComponent({
  props: {
    adobe_document_generation_api: {
      type: "app",
      app: "adobe_document_generation_api",
    }
  },
  async run({steps, $}) {
		// Configuration constants
		const PDF_SERVICES_CLIENT_ID = this.adobe_document_generation_api.$auth.client_id;
		const PDF_SERVICES_CLIENT_SECRET = this.adobe_document_generation_api.$auth.client_secret;

			try {
				// Initial setup, create credentials instance
				const credentials = new ServicePrincipalCredentials({
					clientId: PDF_SERVICES_CLIENT_ID,
					clientSecret: PDF_SERVICES_CLIENT_SECRET
				});

				// Creates a PDF Services instance
				const pdfServices = new PDFServices({ credentials });

				// Creates an asset(s) from source file(s) and upload
        const response = await axios.get("https://developer.adobe.com/document-services/docs/receiptTemplate.docx", { responseType: 'stream' });
        const readStream = response.data;
				const inputAsset = await pdfServices.upload({
					readStream,
					mimeType: MimeType.DOCX
				});

				// Setup input data for the document merge process
      const jsonDataForMerge = {
        "author": "Gary Lee",
        "Company": {
          "Name": "Projected",
          "Address": "19718 Mandrake Way",
          "PhoneNumber": "+1-100000098"
        },
        "Invoice": {
          "Date": "January 15, 2021",
          "Number": 123,
          "Items": [
            {
              "item": "Gloves",
              "description": "Microwave gloves",
              "UnitPrice": 5,
              "Quantity": 2,
              "Total": 10
            },
            {
              "item": "Bowls",
              "description": "Microwave bowls",
              "UnitPrice": 10,
              "Quantity": 2,
              "Total": 20
            }
          ]
        },
        "Customer": {
          "Name": "Collins Candy",
          "Address": "315 Dunning Way",
          "PhoneNumber": "+1-200000046",
          "Email": "cc@abcdef.co.dw"
        },
        "Tax": 5,
        "Shipping": 5,
        "clause": {
          "overseas": "The shipment might take 5-10 more than informed."
        },
        "paymentMethod": "Cash"
      };

				// Create parameters for the job
				const params = new DocumentMergeParams({
					jsonDataForMerge,
					outputFormat: OutputFormat.PDF
				});

				// Creates a new job instance
				const job = new DocumentMergeJob({ inputAsset, params });

				// Submit the job and get the job result
				const pollingURL = await pdfServices.submit({ job });
				const pdfServicesResponse = await pdfServices.getJobResult({
					pollingURL,
					resultType: DocumentMergeResult
				});

				// Get content from the resulting asset(s)
				const resultAsset = pdfServicesResponse.result.asset;
				const streamAsset = await pdfServices.getContent({ asset: resultAsset });

				// Creates a write stream and copy stream asset's content to it
				const outputFilePath = "/tmp/generatePDFOutput.pdf";
				console.log(`Saving asset at ${outputFilePath}`);

				return new Promise((resolve, reject) => {
					const writeStream = fs.createWriteStream(outputFilePath);
					streamAsset.readStream.pipe(writeStream);
					writeStream.on('finish', () => resolve(outputFilePath));
					writeStream.on('error', reject);
				});
			} catch(err) {
				console.error('Error generating PDF:', err);
				throw err;
			}
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
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