Templated
Generate social media visuals, banners, PDFs and more with our API and no-code integrations.
Integrate the Templated API with the Salesforce API
Setup the Templated API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Templated and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Templated with Salesforce#
Popular Templated and Salesforce Triggers#
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Emit new event when a record of the selected object type is created. See the documentation
Emit new event when a record of the selected type is updated. See the documentation
Popular Templated and Salesforce Actions#
Creates a render on a template in Templated. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Retrieves a single template object referenced by its unique ID. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Overview of Templated#
The Templated API allows users to generate custom documents based on predefined templates. It's a powerful tool when you need to create consistent documents or reports with variable data. In Pipedream, you can seamlessly integrate Templated with other services to automate document creation. Combine data from various sources, trigger document generation, and carry out follow-up actions like emailing the document or saving it to cloud storage.
Connect Templated#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
templated: {
type: "app",
app: "templated",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.templated.io/v1/templates`,
headers: {
Authorization: `Bearer ${this.templated.$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}`,
},
})
},
})
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