Integrate the Salesforce API with the Documenso API

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

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Popular Ways to Connect Salesforce with Documenso#

Add Contact to Campaign with Salesforce API on New Document Completed from Documenso API

Documenso + Salesforce

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Add Contact to Campaign with Salesforce API on New Document Created from Documenso API

Documenso + Salesforce

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Add Contact to Campaign with Salesforce API on New Document Signed from Documenso API

Documenso + Salesforce

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Add Lead to Campaign with Salesforce API on New Document Completed from Documenso API

Documenso + Salesforce

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Add Lead to Campaign with Salesforce API on New Document Created from Documenso API

Documenso + Salesforce

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Popular Salesforce and Documenso Triggers#

New Document Completed from the Documenso API

Emit new event when a document is signed by all recipients.

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New Document Created from the Documenso API

Emit new event when a new document is created.

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New Document Signed from the Documenso API

Emit new event when a document is signed by a recipient

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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 Documenso Actions#

Add Contact to Campaign with the Salesforce API

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

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Add Recipient To Document with the Documenso API

Add a recipient to an existing Documenso document. [See the documentation](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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Create Document From Template with the Documenso API

Create a new document in Documenso from a pre-existing template. 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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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}`,
      },
    })
  },
})

Connect Documenso#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    documenso: {
      type: "app",
      app: "documenso",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.documenso.$auth.url}/api/v1/documents`,
      headers: {
        "Authorization": `${this.documenso.$auth.api_token}`,
      },
    })
  },
})

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