Zoho Sign
Sign, Paperless. A complete digital signature app for business signatories.
Integrate the Zoho Sign API with the Salesforce (REST API) API
Setup the Zoho Sign API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Zoho Sign and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Zoho Sign with Salesforce (REST API)#
Popular Zoho Sign and Salesforce (REST API) Triggers#
Emit new event when a document has received a successful signature from all the required parties.
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.
Popular Zoho Sign and Salesforce (REST API) Actions#
Get the details of a particular document. See the documentation
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Retrieves the filled field data for a particular document. See the documentation
Adds an existing lead to an existing campaign. See Event SObject and Create Record
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 (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}`,
},
})
},
})