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with Signaturit and Salesforce?
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Popular Ways to Connect Signaturit with Salesforce#
Popular Signaturit and Salesforce Triggers#
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
Emit new event when a case is created. See the documentation
Popular Signaturit and Salesforce Actions#
Initiates the creation of a certified email. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Creates a signature request using a pre-existing template. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Sends a reminder for a pending signature request. See the documentation
Overview of Signaturit#
The Signaturit API enables automated document signing, tracking, and management directly within Pipedream. By integrating this API, users can create workflows to send documents for signature, check the status of sent documents, and receive updates when documents are signed or declined, all from a serverless platform. By leveraging Pipedream's capacity for integrating various APIs and services, users can seamlessly include e-signature capabilities into their business processes without manual intervention.
Connect Signaturit#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
signaturit: {
type: "app",
app: "signaturit",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.signaturit.$auth.domain}.signaturit.com/v3/team/users.json`,
headers: {
Authorization: `Bearer ${this.signaturit.$auth.access_token}`,
},
})
},
})
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}`,
},
})
},
})
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