Integrate the Salesforce API with the Docmosis API

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

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Popular Ways to Connect Salesforce with Docmosis#

Generate Document with Docmosis API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Docmosis

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Generate Document with Docmosis API on New Deleted Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Docmosis

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Generate Document with Docmosis API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Docmosis

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Generate Document with Docmosis API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Docmosis

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Generate Document with Docmosis API on New Record (of Selectable Type) from Salesforce (REST API) API

Salesforce + Docmosis

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Popular Salesforce and Docmosis 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 Deleted Record (of Selectable Type) from the Salesforce API

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.

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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 Record (of Selectable Type) from the Salesforce API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See the docs for more information.

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Popular Salesforce and Docmosis Actions#

Add Contact to Campaign with the Salesforce API

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

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Generate Document with the Docmosis API

Generates a document by merging data with a Docmosis template. 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 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 Docmosis#

The Docmosis API lets you generate custom documents based on templates. You can populate these templates with dynamic content and convert them into various formats such as PDF, Word, and HTML. On Pipedream, leveraging the Docmosis API in your workflows allows automated document generation, making it ideal for reports, contracts, invoices, and more. You can trigger workflows with various events and use data from other apps to fill templates.

Connect Docmosis#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docmosis: {
      type: "app",
      app: "docmosis",
    }
  },
  async run({steps, $}) {
    const data = {
      "accessKey": `${this.docmosis.$auth.access_key}`,
    }
    return await axios($, {
      method: "post",
      url: `${this.docmosis.$auth.location_base_url}/environment/ready`,
      data,
    })
  },
})

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