Document360
The Knowledge Base Software that Scales with your Product.
Integrate the Document360 API with the Salesforce (REST API) API
Setup the Document360 API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Document360 and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Document360 with Salesforce (REST API)#
Popular Document360 and Salesforce (REST API) Triggers#
Emit new event when a new article is created within a project version. See the documentation
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 Document360 and Salesforce (REST API) Actions#
Creates a new document in Document360 from text. See the documentation
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
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
Overview of Document360#
The Document360 API enables programmatic interaction with your knowledge base, allowing you to automate content creation, updates, and management. With this API, you can integrate Document360 into your existing content pipelines, support workflows, or any system that needs to push or pull knowledge base content. On Pipedream, you can harness this API to craft serverless workflows that seamlessly integrate with other apps to keep documentation up-to-date, trigger notifications based on content changes, or analyze knowledge base usage.
Connect Document360#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
document360: {
type: "app",
app: "document360",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://apihub.document360.io/v2/teams`,
headers: {
"api_token": `${this.document360.$auth.api_key}`,
},
})
},
})
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}`,
},
})
},
})