Integrate the Salesforce API with the GoCanvas API

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

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Popular Ways to Connect Salesforce with GoCanvas#

Add Contact to Campaign with Salesforce API on New Submission Recieved from GoCanvas API

GoCanvas + Salesforce

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Add Lead to Campaign with Salesforce API on New Submission Recieved from GoCanvas API

GoCanvas + Salesforce

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Convert SOAP XML Object to JSON with Salesforce API on New Submission Recieved from GoCanvas API

GoCanvas + Salesforce

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Create Account with Salesforce API on New Submission Recieved from GoCanvas API

GoCanvas + Salesforce

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Create Attachment with Salesforce API on New Submission Recieved from GoCanvas API

GoCanvas + Salesforce

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Popular Salesforce and GoCanvas Triggers#

New Submission Recieved from the GoCanvas API

Emit new event when a new submission is uploaded to GoCanvas.

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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 Deleted Record (of Selectable Type) from the Salesforce API

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.

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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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Popular Salesforce and GoCanvas 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 Dispatch with the GoCanvas API

Creates a dispatch item in GoCanvas. 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 or Update Reference Data with the GoCanvas API

Creates or updates GoCanvas reference data. 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 GoCanvas#

The GoCanvas API allows for the automation of document processing tasks, enabling data extraction from PDFs with ease, thus facilitating the seamless transfer of this data to other systems or databases. This proves particularly useful for businesses aiming to digitize paper-based processes, automate data entry, or integrate with other digital tools to enhance productivity and reduce manual errors.

Connect GoCanvas#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    gocanvas: {
      type: "app",
      app: "gocanvas",
    }
  },
  async run({steps, $}) {
    const data = {
      "username": `${this.gocanvas.$auth.username}`,
    }
    return await axios($, {
      url: `https://www.gocanvas.com/apiv2/forms.xml`,
      headers: {
        Authorization: `Bearer ${this.gocanvas.$auth.api_key}`,
      },
      data,
    })
  },
})

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