Templated
Generate social media visuals, banners, PDFs and more with our API and no-code integrations.
Integrate the Templated API with the Salesforce (REST API) API
Setup the Templated API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Templated and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Templated with Salesforce (REST API)#
Popular Templated 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 Templated and Salesforce (REST API) Actions#
Creates a render on a template in Templated. See the documentation
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Retrieves a single template object referenced by its unique ID. See the documentation
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Overview of Templated#
The Templated API allows users to generate custom documents based on predefined templates. It's a powerful tool when you need to create consistent documents or reports with variable data. In Pipedream, you can seamlessly integrate Templated with other services to automate document creation. Combine data from various sources, trigger document generation, and carry out follow-up actions like emailing the document or saving it to cloud storage.
Connect Templated#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
templated: {
type: "app",
app: "templated",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.templated.io/v1/templates`,
headers: {
Authorization: `Bearer ${this.templated.$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}`,
},
})
},
})