Integrate the Salesforce API with the PDF Charts API

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

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Popular Ways to Connect Salesforce with PDF Charts#

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

Salesforce + PDF Charts

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Create PDF with PDF Charts API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + PDF Charts

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

Salesforce + PDF Charts

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

Salesforce + PDF Charts

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Popular Salesforce and PDF Charts 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 PDF Charts 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 PDF with the PDF Charts API

Create a PDF document using PDF Charts. 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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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Create Account with the Salesforce API

Creates a Salesforce account. See the documentation

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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 PDF Charts#

The PDF Charts API allows users to create high-quality, customizable PDF documents featuring various chart types directly from data. This API is especially valuable in automated reporting systems, data visualization for analytics, and dynamically generated financial or operational reports. By integrating this API with Pipedream, you can automate the generation and distribution of these documents based on triggers from numerous other apps and data sources, streamlining processes like monthly sales reporting, customer analytics, or resource management.

Start for free — no credit card required

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