Can Papyrs connect with Salesforce?

Yes, Papyrs can connect with Salesforce using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between Papyrs and Salesforce. Configure nodes for Papyrs and Salesforce in the n8n interface, specifying actions and triggers to set up their connection.

Can I use Papyrs’s API with n8n?

Yes, with n8n, you can programmatically interact with Papyrs’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Can I use Salesforce’s API with n8n?

Yes, with n8n, you can programmatically interact with Salesforce’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Is n8n secure for integrating Papyrs and Salesforce?

Yes, it is safe to use n8n to integrate Papyrs and Salesforce. n8n offers various features to ensure the safe handling of your data. These include encrypted data transfers, secure credential storage, RBAC functionality, and compliance with industry-standard security practices (SOC2 compliant). For hosted plans, data is stored within the EU on servers located in Frankfurt, Germany. You can also host it on your own infrastructure for added control. Learn more about n8n’s security practices here.

How to get started with Papyrs and Salesforce integration in n8n.io?

To start integrating Papyrs and Salesforce in n8n, you have different options depending on how you intend to use it: n8n Cloud: hosted solution, no need to install anything. Self-host: recommended method for full-control or customized use cases. Unlike other platforms that charge per operation, step, or task, n8n charges only for full workflow executions. This approach guarantees predictable costs and scalability, no matter the complexity or volume of your workflows.

Papyrs and Salesforce: Automate Workflows with n8n

How to connect Papyrs and Salesforce

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: 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.

Papyrs and Salesforce integration: Create a new workflow and add the first step

Step 2: Add and configure Salesforce and Papyrs nodes (using the HTTP Request node)

You can find the Salesforce node in the nodes panel and drag it onto your workflow canvas. To add the Papyrs app to the workflow select the HTTP Request node and use the generic authentication method to make custom API calls to Papyrs. Configure Papyrs and Salesforce one by one: input data on the left, parameters in the middle, and output data on the right.

Salesforce and Papyrs integration: Add and configure Salesforce and Papyrs nodes

Step 3: Connect Salesforce and Papyrs

A connection establishes a link between Salesforce and Papyrs (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Salesforce and Papyrs integration: Connect Salesforce and Papyrs

Step 4: Customize and extend your Salesforce and Papyrs integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Salesforce and Papyrs with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Salesforce and Papyrs integration: Customize and extend your Salesforce and Papyrs integration

Step 5: Test and activate your Papyrs and Salesforce workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Papyrs to Salesforce or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Salesforce and Papyrs integration: Test and activate your Salesforce and Papyrs workflow

Build your own Papyrs and Salesforce integration

Create custom Papyrs and Salesforce workflows 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.

Supported API Endpoints for Papyrs

To set up Papyrs 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 Papyrs to query the data you need using the API endpoint URLs you provide.

List pages

Retrieve all pages for a user.

GET

/api/v1/pages/all/?auth_token=123456789012

Get page

Returns a dictionary with page information.

GET

/api/v1/pages/get/(#page_id)

Get all pages

Get a list of all pages visible to the user making the request.

GET

/api/v1/pages/all/

Delete page

Deletes a page based on the provided page ID.

POST

/api/v1/pages/delete/(#page_id)/

Create page

Creates a new page with the provided content and settings.

POST

/api/v1/pages/create/

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Papyrs official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create paragraph

Create a new paragraph in the specified page.

POST

/api/v1/page/SKTL/paragraph/create/?auth_token=123456789012&format=html

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Post feed

Submit a new post to the feed.

POST

/api/v1/feed/post/?auth_token=111222333444

Post to the Activity Stream

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

List records

Returns a list of all form records submitted on the specified page.

GET

/api/v1/pages/records/(#page_id)/

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Get widget

Retrieves details of a specific widget by its ID on the specified page.

GET

/api/v1/page/(#page_id)/paragraph/get/(#widget_id)/

Get widget

Retrieves details of a specific heading widget by its ID on the specified page.

GET

/api/v1/page/(#page_id)/heading/get/(#widget_id)/

Get widget

Retrieves details of a specific attachment widget by its ID on the specified page.

GET

/api/v1/page/(#page_id)/attachment/get/(#widget_id)/

Create paragraph widget

Creates a new text box widget on the specified page.

POST

/api/v1/page/(#page_id)/paragraph/create/

Create heading widget

Creates a new heading widget on the specified page.

POST

/api/v1/page/(#page_id)/heading/create/

Update paragraph widget

Updates an existing text box widget on the specified page.

POST

/api/v1/page/(#page_id)/paragraph/update/(#widget_id)/

Update heading widget

Updates an existing heading widget on the specified page.

POST

/api/v1/page/(#page_id)/heading/update/(#widget_id)/

Create attachment widget

Creates a new attachment widget on the specified page.

POST

/api/v1/page/(#page_id)/attachment/create/

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Create attachment

Create a new attachment widget on a page.

POST

/api/v1/page/SKTL/attachment/create/

Update attachment

Update an existing attachment widget on a page.

POST

/api/v1/page/(#page_id)/attachment/update/(#widget_id)/

Delete attachment

Delete an attachment widget from a page.

POST

/api/v1/page/(#page_id)/attachment/delete/(#widget_id)/

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Delete paragraph

Delete a paragraph widget from a page.

POST

/api/v1/page/(#page_id)/paragraph/delete/(#widget_id)/

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Delete heading

Delete a heading widget from a page.

POST

/api/v1/page/(#page_id)/heading/delete/(#widget_id)/

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Get a list of search results based on a query.

GET

/api/v1/search/query/

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Get all people

Get a list of all people in your account.

GET

/api/v1/people/all/

Delete user

Permanently delete a user from your account.

POST

/api/v1/people/delete/(#user_id)/

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

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

Sales
Tutorial

How to easily automate your Salesforce data import

Salesforce and other CRMs are built around the data they are being fed. This begs the question, where do we get this data from? Before switching to a CRM, it is common for organizations to have data pipelines of leads and customers stored in extant sources like spreadsheets and ERPs. These sources could store data that range from hundreds to billions. Thus, it is imperative that we explore some of the most efficient and effective ways to import data into Salesforce. And this is the crux of thi

FAQs

Can Papyrs connect with Salesforce?
Can I use Papyrs’s API with n8n?
Can I use Salesforce’s API with n8n?
Is n8n secure for integrating Papyrs and Salesforce?
How to get started with Papyrs and Salesforce integration in n8n.io?

Papyrs and Salesforce integration

How to connect Papyrs and Salesforce

Step 1: Create a new workflow and add the first step

Step 2: Add and configure Salesforce and Papyrs nodes (using the HTTP Request node)

Step 3: Connect Salesforce and Papyrs

Step 4: Customize and extend your Salesforce and Papyrs integration

Step 5: Test and activate your Papyrs and Salesforce workflow

Build your own Papyrs and Salesforce integration

Supported API Endpoints for Papyrs

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

These API endpoints were generated using n8n

Salesforce supported actions

Papyrs and Salesforce integration details

Supercharge your CRM

Papyrs and Salesforce integration tutorials

How to easily automate your Salesforce data import

FAQs

Can Papyrs connect with Salesforce?

Can I use Papyrs’s API with n8n?

Can I use Salesforce’s API with n8n?

Is n8n secure for integrating Papyrs and Salesforce?

How to get started with Papyrs and Salesforce integration in n8n.io?

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Why use n8n to integrate Papyrs with Salesforce

Build complex workflows, really fast

Code when you need it, UI when you don't

Simple debugging

Use templates to get started fast

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