Integrate the Salesforce API with the Crove API

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

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Popular Ways to Connect Salesforce with Crove#

Add Contact to Campaign with Salesforce API on Document Completed from Crove API

Crove + Salesforce

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Add Contact to Campaign with Salesforce API on Document Created from Crove API

Crove + Salesforce

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Add Contact to Campaign with Salesforce API on Document Submitted from Crove API

Crove + Salesforce

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Add Lead to Campaign with Salesforce API on Document Completed from Crove API

Crove + Salesforce

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Add Lead to Campaign with Salesforce API on Document Created from Crove API

Crove + Salesforce

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Popular Salesforce and Crove Triggers#

Document Completed from the Crove API

Triggers when a document is completed.

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Document Created from the Crove API

Triggers when a new document is created.

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Document Submitted from the Crove API

Triggers when a document is submitted.

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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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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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Popular Salesforce and Crove Actions#

Add Contact to Campaign with the Salesforce API

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

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Complete Document with the Crove API

Mark the document as completed

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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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Create Document with the Crove API

Create a new document.

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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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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 Crove#

The Crove API offers a suite of tools for automating document creation, customization, and management. Using Pipedream's integration capabilities, you can leverage Crove to generate tailored documents based on dynamic data inputs and trigger actions within other applications. Imagine auto-generating contracts when a deal is marked 'won' in a CRM, or creating personalized onboarding paperwork as soon as a new employee is added to your HR system. With Pipedream, you can connect Crove to a multitude of apps to streamline document workflows and enhance productivity.

Connect Crove#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    crove_app: {
      type: "app",
      app: "crove_app",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://v2.api.crove.app/api/integrations/external/templates/`,
      headers: {
        "Content-Type": `application/json`,
        "X-API-KEY": `${this.crove_app.$auth.api_key}`,
      },
    })
  },
})

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