Integrate the Salesforce API with the Docparser API

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

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Popular Ways to Connect Salesforce with Docparser#

Add Contact to Campaign with Salesforce API on New Document Data Available from Docparser API

Docparser + Salesforce

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Add Lead to Campaign with Salesforce API on New Document Data Available from Docparser API

Docparser + Salesforce

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Convert SOAP XML Object to JSON with Salesforce API on New Document Data Available from Docparser API

Docparser + Salesforce

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Create Account with Salesforce API on New Document Data Available from Docparser API

Docparser + Salesforce

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Create Attachment with Salesforce API on New Document Data Available from Docparser API

Docparser + Salesforce

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Popular Salesforce and Docparser Triggers#

New Document Data Available from the Docparser API

Emit new event every time a document is processed and parsed data is available. 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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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 Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

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Popular Salesforce and Docparser Actions#

Add Contact to Campaign with the Salesforce API

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

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Fetch Document by URL with the Docparser API

Fetches a document from a provided URL and imports it to Docparser for parsing. 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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Upload Document with the Docparser API

Uploads a document to docparser that initiates parsing immediately after reception. 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 Docparser#

Docparser is a tool for extracting data from documents, such as PDFs, Word, and images. With the Docparser API, you can automate the process of capturing data without manual entry, transforming documents into actionable information. It shines in scenarios where structured information needs to be pulled from files that typically require manual data entry, such as invoices, forms, and reports.

Connect Docparser#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docparser: {
      type: "app",
      app: "docparser",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.docparser.com/v1/ping`,
      auth: {
        username: `${this.docparser.$auth.api_key}`,
        password: ``,
      },
    })
  },
})

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