Integrate the Salesforce API with the Documint API

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

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Popular Ways to Connect Salesforce with Documint#

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

Salesforce + Documint

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Create Document with Documint API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Documint

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

Salesforce + Documint

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Create Document with Documint API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Documint

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List Templates with Documint API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Documint

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Popular Salesforce and Documint 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 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 Documint Actions#

Add Contact to Campaign with the Salesforce API

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

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Create Document with the Documint API

Create a document. 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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List Templates with the Documint API

Retrieves a list of your available Documint templates. 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}`,
      },
    })
  },
})

Overview of Documint#

The Documint API enables automated document generation with dynamic content, offering a robust solution for creating tailored PDFs or other document types from templates. With this API, you can insert custom data into predefined fields, generate documents on the fly, and streamline the creation of invoices, contracts, reports, and more. Integrating Documint with Pipedream allows for the orchestration of serverless workflows that react to various triggers, like webhooks, emails, or schedule timings, to produce documents as part of a larger automated process.

Connect Documint#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    documint: {
      type: "app",
      app: "documint",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.documint.me/1/templates`,
      headers: {
        "api_key": `${this.documint.$auth.api_key}`,
      },
    })
  },
})

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