Integrate the Salesforce API with the SignerX API

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

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Popular Ways to Connect Salesforce with SignerX#

Add Contact to Campaign with Salesforce API on New Package Created from SignerX API

SignerX + Salesforce

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Add Contact to Campaign with Salesforce API on New Package Published from SignerX API

SignerX + Salesforce

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Add Contact to Campaign with Salesforce API on New Package Signed from SignerX API

SignerX + Salesforce

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Add Lead to Campaign with Salesforce API on New Package Created from SignerX API

SignerX + Salesforce

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Add Lead to Campaign with Salesforce API on New Package Published from SignerX API

SignerX + Salesforce

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Popular Salesforce and SignerX Triggers#

New Package Created from the SignerX API

Emit new event when a package is newly created.

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New Package Published from the SignerX API

Emit new event when a package is published.

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New Package Signed from the SignerX API

Emit new event when a package has been signed.

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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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Popular Salesforce and SignerX Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. 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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Send Template Signatures with the SignerX API

Add a recipient to a template and invite to sign. 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 SignerX#

The SignerX API enables automation of digital signing processes, offering a robust solution for managing document signatures electronically. Through Pipedream's integration capabilities, users can craft custom workflows that link SignerX with various other apps and services, enhancing efficiency and streamlining operations where signature collection and management are critical. This can include automated reminders for pending signatures, syncing signed documents to cloud storage, or updating records in CRM systems upon completion of signing.

Connect SignerX#

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

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