Salesforce, Docupilot Integrations

Docupilot
Salesforce
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What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Salesforce

Watch Records in an Object

Triggers when a record in an object is created or updated.

Actions

Salesforce

Update a Record in an Object

Edits an already-existing record in an object.

Salesforce

Delete a Record in an Object

Deletes an existing record in an object.

Salesforce

Get Records in an Object

Retrieves all records in an object or a record in an object by the given ID or criteria.

Salesforce

Search for Records in an Object

Searches for records in an object that matches the specified search query.

Salesforce

Create a Record in an Object

Creates a new record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Docupilot

Create a Document

Create document from selected template

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