Zoho Sign
Sign, Paperless. A complete digital signature app for business signatories.
Integrate the Zoho Sign API with the Salesforce API
Setup the Zoho Sign API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Zoho Sign and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Zoho Sign with Salesforce#
Popular Zoho Sign and Salesforce Triggers#
Emit new event when a document has received a successful signature from all the required parties.
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.
Popular Zoho Sign and Salesforce Actions#
Get the details of a particular document. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Retrieves the filled field data for a particular document. 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 Zoho Sign#
Zoho Sign API lets you automate document signing processes. Integrate with Pipedream to create or manage documents, send them for signatures, and track status updates in real-time. Sync data with other apps, trigger workflows based on document actions, or automate follow-ups once signatures are received.
Connect Zoho Sign#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_sign: {
type: "app",
app: "zoho_sign",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.zoho_sign.$auth.base_api_uri}/api/v1/folders`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_sign.$auth.oauth_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}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies