Connect Salesforce to PandaDoc

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

Adds an attachment to a document. See the documentation here

Create a document from a file or public file URL. See the documentation here

Create a Document from a PandaDoc Template. See the documentation here

Create a new folder to store your documents. See the documentation here

This method adds or updates a contact using the email as index. See the documentation here

Download a document as PDF. See documentation here

Download a completed document as a verifiable PDF. See documentation here

Return detailed data about a document. See the documentation here

Get basic status info about a document. See documentation here

Retrieves available options for the Completed Document Id field.

List all contacts within an account. See the documentation here

Returns a list of attachments associated with a specified document. See the documentation here

Retrieves available options for the Document Folder Id field.

Retrieves available options for the Document Id field.

List documents, optionally filtering by a search query or tags. See the documentation here

List folders which contain Documents. See the documentation here

Retrieves available options for the Template Id field.

Move a document to sent status and send an optional email. See the documentation