Integration
Connect Salesforce to Docamatic
When something happens in Salesforce, your agent does the next thing in Docamatic. Describe it in plain language and the automation is built, tested on every branch and kept running.
Build it
What do you want Salesforce and Docamatic to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
Ask the assistant
You'll sign in before anything runs. What you typed comes with you.
Or work from Claude Code
Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.
Connect Claude CodeEverything your agent can do with Salesforce and Docamatic
Triggers and actions 3 triggers · 16 actions
Trigger
New object recordPolling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
Trigger
New DocumentTriggers when a new document is created.
- Convert URL or HTML to Image
Renders a web page URL or raw HTML and returns it as an image (png, webp or jpg). Use it to capture screenshots of pages or HTML snippets, with optional sizing, full-page capture and grayscale.
- Convert URL or HTML to PDF
Renders a web page URL or raw HTML and returns it as a PDF document. Supports paper size, margins, orientation, headers and footers, page numbers, and extra CSS.
- Delete a Document
Deletes a generated document from Docamatic storage, identified by the transaction id returned when it was created.
- Generate a PDF From a Template
Fills one of Docamatic's ready-made templates (invoices, packing slips, shipping labels, badges, QR and barcode labels) with your data and returns the finished PDF or image.
- Merge PDFs
Joins several PDF documents into one, in the order given, and returns the combined PDF.
- Password Protect PDF
Adds a password to an existing PDF so it cannot be opened without it, and returns the protected copy.
- Write to an Existing PDF
Stamps text, text boxes, images, barcodes and QR codes onto an existing PDF at the positions you give, and returns the updated PDF.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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