Integrate the WebMerge API with the Salesforce (REST API) API

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

Popular WebMerge and Salesforce (REST API) Triggers#

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

Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted

Try it

New Deleted Record (of Selectable Type) from the Salesforce (REST API) 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.

Try it

New Outbound Message (Instant) from the Salesforce (REST API) API

Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.

Try it

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

Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created

Try it

New Record (of Selectable Type) from the Salesforce (REST API) API

Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is created. See the docs for more information.

Try it

Popular WebMerge and Salesforce (REST API) Actions#

Add Contact to Campaign with the Salesforce (REST API) API

Adds an existing contact to an existing campaign. See Event SObject and Create Record

Try it

Add Lead to Campaign with the Salesforce (REST API) API

Adds an existing lead to an existing campaign. See Event SObject and Create Record

Try it

Convert SOAP XML Object to JSON with the Salesforce (REST API) API

Converts a SOAP XML Object received from Salesforce to JSON

Try it

Create Account with the Salesforce (REST API) API

Creates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See Account SObject and Create Record

Try it

Create Attachment with the Salesforce (REST API) API

Creates an attachment, which represents a file that a User has uploaded and attached to a parent object. See Attachment SObject and Create Record

Try it

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 (REST API)#

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 (REST API)#

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}`,
      },
    })
  },
})