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Connect Carbone and Salesforce integrations

Connect Carbone and Salesforce with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Carbone and Salesforce to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Action
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Carbone

Uploads a new template to the Carbone storage.

Carbone

Deletes either the template including all its versions, when using a Template Id, or a specific version of a template when using a Version Id.

Carbone

Downloads a document from a Render Id. Downloads a generated document using a unique Render ID. This Render ID is obtained from a successful call to the "Generate a Document" action.

Carbone

Downloads a specific template or version of a template from the Carbone storage.

Carbone

Generates a document by merging a specified template with a provided JSON dataset. The response includes a Render ID, a unique identifier for the generated document. To retrieve the document, use this Render ID in the "Download a Document" action.

Carbone

Generates and downloads a document by merging a specified template with a JSON dataset.

Carbone

Gets Carbone Cloud API status.

Carbone

Performs an arbitrary authorized API call.

Carbone

Updates specific metadata and attributes of an existing template identified by its template ID, or version ID.

Carbone
Salesforce
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Action
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Salesforce

Completes or aborts a job.

Salesforce

Creates a new bulk data job.

Salesforce

Creates a new record in an object.

Salesforce

Deletes a record.

Salesforce

Downloads an attachment or a document.

Salesforce

Gets a specified record in an object.

Salesforce

Performs an arbitrary authorized API call.

Salesforce

Performs an arbitrary authorized API call, with a personalized base URL.

Salesforce

Posts a message to a chatter feed.

Salesforce

Updates an existing record in an object.

Salesforce

Upserts a record.

Salesforce

Retrieves all bulk data jobs in the organization.

Salesforce

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Searches for records in an object using SOSL query.

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Build your Carbone and Salesforce integrations.

Create custom Carbone and Salesforce workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Carbone
Add a Template

Uploads a new template to the Carbone storage.

Action
Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
Salesforce
Create a Job

Creates a new bulk data job.

Action
Salesforce
Create a Record

Creates a new record in an object.

Action
Salesforce
Delete a Record

Deletes a record.

Action
Carbone
Delete a Template

Deletes either the template including all its versions, when using a Template Id, or a specific version of a template when using a Version Id.

Action
Carbone
Download a Document

Downloads a document from a Render Id. Downloads a generated document using a unique Render ID. This Render ID is obtained from a successful call to the "Generate a Document" action.

Action
Carbone
Download a Template

Downloads a specific template or version of a template from the Carbone storage.

Action
Salesforce
Download an Attachment/Document

Downloads an attachment or a document.

Action

Popular Carbone and Salesforce workflows.

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