Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Docsumo API
Setup the Salesforce API trigger to run a workflow which integrates with the Docsumo API. Pipedream's integration platform allows you to integrate Salesforce and Docsumo remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Docsumo#
Popular Salesforce and Docsumo 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 Docsumo Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. 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 Docsumo#
The Docsumo API offers robust capabilities for extracting and processing data from various types of documents, like invoices, receipts, and bank statements. It applies intelligent OCR (Optical Character Recognition) to transform unstructured documents into structured data. With Pipedream, you can harness this power to automate workflows, such as digitizing financial records, validating document data, or integrating extracted information into databases or other apps, all with minimal code.
Connect Docsumo#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docsumo: {
type: "app",
app: "docsumo",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://app.docsumo.com/api/v1/eevee/apikey/limit/`,
headers: {
"X-API-KEY": `${this.docsumo.$auth.api_key}`,
},
})
},
})
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