ChatPDF
ChatPDF Backend API - extract information and chat with PDFs.
Integrate the ChatPDF API with the Salesforce (REST API) API
Setup the ChatPDF API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate ChatPDF and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect ChatPDF with Salesforce (REST API)#
Popular ChatPDF and Salesforce (REST API) Triggers#
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
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.
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.
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is created
Popular ChatPDF and Salesforce (REST API) Actions#
Adds a PDF from a publicly accessible URL to ChatPDF, returning a source ID for interactions. See the documentation
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Sends messages to interact with a specific PDF using its source ID. Can handle single or multiple messages for complex queries. See the documentation
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Deletes one or more PDFs from ChatPDF using their source IDs. See the documentation
Overview of ChatPDF#
The ChatPDF API enables you to convert chat histories from various messaging platforms into PDFs. This utility can be a game-changer for archiving conversations, legal documentation, or creating backups of critical chats. With Pipedream, you can automate the conversion process and integrate it with countless apps to streamline chat management tasks. Think of pulling chat data from messaging apps, converting them to PDF, and then saving or sharing them—all set up to run on autopilot.
Connect ChatPDF#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
chatpdf: {
type: "app",
app: "chatpdf",
}
},
async run({steps, $}) {
const data = {
"url": `https://www.learningcontainer.com/wp-content/uploads/2019/09/sample-pdf-file.pdf`,
}
return await axios($, {
method: "post",
url: `https://api.chatpdf.com/v1/sources/add-url`,
headers: {
"x-api-key": `${this.chatpdf.$auth.api_key}`,
},
data,
})
},
})
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}`,
},
})
},
})