Integrate the Salesforce API with the pdfFiller API

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

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Popular Ways to Connect Salesforce with pdfFiller#

Add Contact to Campaign with Salesforce API on New Document Created from pdfFiller API

pdfFiller + Salesforce

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Add Contact to Campaign with Salesforce API on New Filled Form (Instant) from pdfFiller API

pdfFiller + Salesforce

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Add Lead to Campaign with Salesforce API on New Document Created from pdfFiller API

pdfFiller + Salesforce

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Add Lead to Campaign with Salesforce API on New Filled Form (Instant) from pdfFiller API

pdfFiller + Salesforce

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Convert SOAP XML Object to JSON with Salesforce API on New Document Created from pdfFiller API

pdfFiller + Salesforce

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Popular Salesforce and pdfFiller Triggers#

New Document Created from the pdfFiller API

Emit new event when a new document is uploaded or created.

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New Filled Form (Instant) from the pdfFiller API

Emit new event when a form is filled out.

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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 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 pdfFiller 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 Distributable Form and Generate Link with the pdfFiller API

Transforms a document into a fillable form and generates a shareable link for the form. 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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Find Document with the pdfFiller API

Enables searching capabilities for documents by name. 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}`,
      },
    })
  },
})

Connect pdfFiller#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    pdffiller: {
      type: "app",
      app: "pdffiller",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.pdffiller.com/v2/users/me`,
      headers: {
        Authorization: `Bearer ${this.pdffiller.$auth.oauth_access_token}`,
      },
    })
  },
})

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