Connect Salesforce to Docnify

Adds an existing contact to an existing campaign. See the documentation

Adds an existing lead to an existing campaign. See the documentation

Converts a SOAP XML Object received from Salesforce to JSON

Creates a Salesforce account. See the documentation

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Creates an Attachment on a parent object. See the documentation

Creates a marketing campaign. See the documentation

Creates a Case, which represents a customer issue or problem. See the documentation

Creates a Case Comment on a selected Case. See the documentation

Creates a contact. See the documentation

Creates a content note. See the documentation and Set Up Notes.

Creates an event. See the documentation

Creates a lead. See the documentation

Creates a note. See the documentation

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Creates an opportunity. See the documentation

Create a record of a given object. See the documentation

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Creates a task. See the documentation

Creates a Salesforce user. See the documentation

Delete a note or content note from a Salesforce record. See the documentation

Deletes an opportunity. See the documentation

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Deletes an existing record in an object. See the documentation

Add a recipient to an existing Docnify document. See the documentation)

Create a new document in Docnify from a pre-existing template. See the documentation

Retrieves available options for the Document ID field.

Retrieves available options for the Template ID field.

Send a document within Docnify for signing. See the documentation