Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the ChatPDF API
Setup the Salesforce API trigger to run a workflow which integrates with the ChatPDF API. Pipedream's integration platform allows you to integrate Salesforce and ChatPDF remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with ChatPDF#
Popular Salesforce and ChatPDF Triggers#
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.
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
Popular Salesforce and ChatPDF Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds a PDF from a publicly accessible URL to ChatPDF, returning a source ID for interactions. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Sends messages to interact with a specific PDF using its source ID. Can handle single or multiple messages for complex queries. See the documentation
Converts a SOAP XML Object received from Salesforce to 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}`,
},
})
},
})
Overview of ChatPDF#
The ChatPDF API enables you to convert chat histories from various messaging platforms into PDFs. This utility can be a game-changer for archiving conversations, legal documentation, or creating backups of critical chats. With Pipedream, you can automate the conversion process and integrate it with countless apps to streamline chat management tasks. Think of pulling chat data from messaging apps, converting them to PDF, and then saving or sharing them—all set up to run on autopilot.
Connect ChatPDF#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
chatpdf: {
type: "app",
app: "chatpdf",
}
},
async run({steps, $}) {
const data = {
"url": `https://www.learningcontainer.com/wp-content/uploads/2019/09/sample-pdf-file.pdf`,
}
return await axios($, {
method: "post",
url: `https://api.chatpdf.com/v1/sources/add-url`,
headers: {
"x-api-key": `${this.chatpdf.$auth.api_key}`,
},
data,
})
},
})
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