What do you want to automate
with Salesforce and Papyrs?
Prompt, edit and deploy AI agents that connect to Salesforce, Papyrs and 3,000+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Salesforce with Papyrs#
Popular Salesforce and Papyrs Triggers#
Emit new event when a case is updated. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Emit new event when a case is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Salesforce and Papyrs Actions#
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
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 Papyrs#
The Papyrs API facilitates the creation and manipulation of rich text documents in your Papyrs intranet. With it, you can automate the handling of text-documents, forms, and pages within your organization's Papyrs account. When combined with Pipedream's capacity to connect to various APIs, the Papyrs API can be a powerful tool for document-driven workflow automation. You can trigger actions in Papyrs based on events from other apps, process Papyrs data for insights, or synchronize Papyrs content with external systems, databases, or file storage solutions.
Connect Papyrs#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
papyrs: {
type: "app",
app: "papyrs",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.papyrs.$auth.site_name}.papyrs.com/api/v1/people/all/`,
headers: {
"X-Auth-Token": `${this.papyrs.$auth.api_token}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies