Integrate the Salesforce API with the signNow API

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

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Popular Ways to Connect Salesforce with signNow#

Add Contact to Campaign with Salesforce API on Completed Document (Instant) from signNow API

signNow + Salesforce

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Add Contact to Campaign with Salesforce API on Updated Document (Instant) from signNow API

signNow + Salesforce

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Add Lead to Campaign with Salesforce API on Completed Document (Instant) from signNow API

signNow + Salesforce

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Add Lead to Campaign with Salesforce API on Updated Document (Instant) from signNow API

signNow + Salesforce

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Convert SOAP XML Object to JSON with Salesforce API on Completed Document (Instant) from signNow API

signNow + Salesforce

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Popular Salesforce and signNow Triggers#

Completed Document (Instant) from the signNow API

Emit new event when all signers have filled in and signed the document. See the documentation

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Updated Document (Instant) from the signNow API

Emit new event when a document has been updated. See the documentation

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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 Deleted Record (of Selectable Type) from the Salesforce API

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.

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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 signNow 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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Create Document From Template with the signNow API

Creates a new document copy out of a template. 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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Prefill Text Fields with the signNow API

Adds values to fields that the signers can later edit when they receive the document for signature. 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}`,
      },
    })
  },
})

Connect signNow#

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

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