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Salesforce and Snapdocs connection
Save yourself the work of writing custom integrations for Salesforce and Snapdocs and use n8n instead. Build adaptable and scalable Sales, Communication, workflows that work with your technology stack. All within a building experience you will love.
Ways to connect Salesforce and Snapdocs
Create a new workflow and add the first step
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Create your own Salesforce and Snapdocs connection
Create custom Salesforce + Snapdocs automations by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
Salesforce supported actions
Add Note
Add note to an account
Create
Create an account
Create or Update
Create a new account, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Get Summary
Returns an overview of account's metadata
Update
Update an account
Create
Create a attachment
Delete
Delete a attachment
Get
Get a attachment
Get Many
Get many attachments
Get Summary
Returns an overview of attachment's metadata
Update
Update a attachment
Add Comment
Add a comment to a case
Create
Create a case
Delete
Delete a case
Get
Get a case
Get Many
Get many cases
Get Summary
Returns an overview of case's metadata
Update
Update a case
Add Contact To Campaign
Add contact to a campaign
Add Note
Add note to a contact
Create
Create a contact
Create or Update
Create a new contact, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Get Summary
Returns an overview of contact's metadata
Update
Update a contact
Create
Create a custom object record
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a custom object record
Get
Get a custom object record
Get Many
Get many custom object records
Update
Update a custom object record
Upload
Upload a document
Get Many
Get many flows
Invoke
Invoke a flow
Add Lead To Campaign
Add lead to a campaign
Add Note
Add note to a lead
Create
Create a lead
Create or Update
Create a new lead, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Get Summary
Returns an overview of Lead's metadata
Update
Update a lead
Add Note
Add note to an opportunity
Create
Create an opportunity
Create or Update
Create a new opportunity, or update the current one if it already exists (upsert)
Delete
Delete an opportunity
Get
Get an opportunity
Get Many
Get many opportunities
Get Summary
Returns an overview of opportunity's metadata
Update
Update an opportunity
Query
Execute a SOQL query that returns all the results in a single response
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Get Summary
Returns an overview of task's metadata
Update
Update a task
Get
Get a user
Get Many
Get many users
Supported methods for Snapdocs
Delete
Get
Head
Options
Patch
Post
Put
To set up Snapdocs integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Snapdocs to query the data you need using the API endpoint URLs you provide.
See the example hereRequires additional credentials set up
Use n8n's HTTP Request node with a predefined or generic credential type to make custom API calls.
Salesforce and Snapdocs connection details
Other integrations with Salesforce
FAQs
FAQ
Can Salesforce work together with Snapdocs in n8n Lab?
Can I use Salesforce’s API with n8n Lab?
Can I use Snapdocs’s API with n8n Lab?
Is n8n Lab a secure option for connecting Salesforce with Snapdocs?
How do I start building Salesforce + Snapdocs automation in n8n Lab?
Need help setting up your Salesforce and Snapdocs connection?
Discover our latest community's recommendations and join the discussions about Salesforce and Snapdocs connection.
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Salesforce platform events capture - to trigger N8n flow
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I could not find node of trigger type, which will start workflow when “platform event is publishjed from salesforce”. I am looking for support in n8n to listen to platform event as soon as published by SalesForce.
Ways to connect credentials to Salesforce Custom Domain?
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Describe the problem/error/question Unable to create credentials (oauth) for salesforce sandbox with custom domain What is the error message (if any)? error=redirect_uri_mismatch redirect_url_must_match_configuration I…
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Why use n8n to connect Salesforce with Snapdocs
Build complex workflows, really fast
