What do you want to automate
with Signaturely and Salesforce?
Prompt, edit and deploy AI agents that connect to Signaturely, Salesforce and 2,800+ other apps in seconds.
Trusted by 1,000,000+ developers from startups to Fortune 500 companies
Popular Ways to Connect Signaturely with Salesforce#
Popular Signaturely and Salesforce Triggers#
Triggers when a document is sent. See the documentation
Triggers when a new signature request has been sent. See the documentation
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
Popular Signaturely and Salesforce Actions#
Creates a new signature request. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
Overview of Signaturely#
Signaturely API lets you automate document signing processes within your apps. You can harness this functionality on Pipedream to create, send, and manage legally-binding signatures on documents without manual intervention. Whether you're sending contracts, onboarding new employees, or needing signatures from clients, integrating Signaturely with Pipedream can streamline your workflow, save time, and reduce errors.
Connect Signaturely#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
signaturely: {
type: "app",
app: "signaturely",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.signaturely.com/api/v1/user/by-api`,
headers: {
"Authorization": `Api-Key ${this.signaturely.$auth.api_key}`,
},
})
},
})
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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies