Gavel + Salesforce
Create Salesforce attachments when workflows are completed in Gavel
Every time you complete a workflow in Gavel, this setup ensures a corresponding attachment is created in Salesforce instantly. This seamless integration allows for uniform data across both platforms, eliminating the need for manual entry. It keeps your team constantly updated with accurate information, enhancing overall productivity.
Every time you complete a workflow in Gavel, this setup ensures a corresponding attachment is created in Salesforce instantly. This seamless integration allows for uniform data across both platforms, eliminating the need for manual entry. It keeps your team constantly updated with accurate information, enhancing overall productivity.
- When this happens...Workflow Completed
Triggers when a workflow is completed.
- automatically do this!Create Attachment
Creates a new attachment (max 25MB).
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About Gavel
Gavel is a no-code platform for document automation and building expert systems.
Related categories
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
