Integrate the WebMerge API with the Salesforce API

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

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Popular WebMerge and Salesforce Triggers#

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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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

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Popular WebMerge and Salesforce 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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Create Attachment with the Salesforce API

Creates an Attachment on a parent object. See the documentation

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Overview of WebMerge#

WebMerge is an API that automates the creation of PDFs, Word documents, Excel files, and more, by merging data into custom-built templates. With Pipedream, you can harness this functionality to create dynamic documents fueled by data from various sources. Think auto-generated reports from CRM leads, personalized contracts from form submissions, or automated invoices post-sale. Pipedream's serverless platform allows you to create intricate workflows that connect WebMerge with other apps, triggering document creation with real-time data.

Connect WebMerge#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    webmerge: {
      type: "app",
      app: "webmerge",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://www.webmerge.me/api/documents`,
      auth: {
        username: `${this.webmerge.$auth.api_key}`,
        password: `${this.webmerge.$auth.api_secret}`,
      },
    })
  },
})

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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