What do you want to automate
with Salesforce and DocsBot AI?
Prompt, edit and deploy AI agents that connect to Salesforce, DocsBot AI and 2,800+ other apps in seconds.
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Popular Ways to Connect Salesforce with DocsBot AI#
Popular Salesforce and DocsBot AI Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Salesforce and DocsBot AI Actions#
Adds an existing contact to an existing campaign. See the documentation
Ask a question to a specific bot in a specific team. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Upload a file to be used as a source. See the documentation
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 DocsBot AI#
DocsBot AI API transforms natural language into structured data, enabling the extraction and analysis of information from unstructured text. In Pipedream, you can leverage this API to automate workflows that require processing of text for sentiment analysis, summarization, or data extraction. With Pipedream's serverless platform, these capabilities can be integrated into diverse systems without writing complex infrastructure code.
Connect DocsBot AI#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docsbot_ai: {
type: "app",
app: "docsbot_ai",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://docsbot.ai/api/teams/`,
headers: {
Authorization: `Bearer ${this.docsbot_ai.$auth.api_key}`,
},
})
},
})
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