Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the Dropbox Sign (HelloSign) API
Setup the Salesforce API trigger to run a workflow which integrates with the Dropbox Sign (HelloSign) API. Pipedream's integration platform allows you to integrate Salesforce and Dropbox Sign (HelloSign) remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with Dropbox Sign (HelloSign)#
Popular Salesforce and Dropbox Sign (HelloSign) 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 Dropbox Sign (HelloSign) Actions#
Adds an existing contact to an existing campaign. See the documentation
Send a signature request with Dropbox Sign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Send a signature request from a template with Dropbox Sign. 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 Dropbox Sign (HelloSign)#
The Dropbox Sign (formerly HelloSign) API enables seamless integration of electronic signature workflows into any application or service. On Pipedream, you can harness this API to automate signature requests, track document status, and streamline document management processes. By combining Dropbox Sign with Pipedream's capabilities, you can create powerful automations that save time, reduce errors, and maintain a high level of professional engagement in document signing experiences.
Connect Dropbox Sign (HelloSign)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
hellosign: {
type: "app",
app: "hellosign",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.hellosign.com/v3/account`,
headers: {
Authorization: `Bearer ${this.hellosign.$auth.oauth_access_token}`,
},
})
},
})
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