Aerofiler + Salesforce
Add Salesforce records to new Aerofiler workflows
Once this integration is active, each new Aerofiler workflow will automatically request specified data from Salesforce before adding it to an approval workflow. Keep your projects updated, with no added clicks or keystrokes needed!
Once this integration is active, each new Aerofiler workflow will automatically request specified data from Salesforce before adding it to an approval workflow. Keep your projects updated, with no added clicks or keystrokes needed!
- When this happens...New External Workflow
Triggers when a new workflow is initiated using external data.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Create Workflow From External Data
Get external data to send to an Aerofiler workflow. With this action, the user will be able to review data before submitting the workflow.
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Approval Finished
Triggers when an approval workflow is finished.
Try ItNew External Workflow
Triggers when a new workflow is initiated using external data.
Try ItNew Updated Metadata
Triggers when a field is updated in your Aerofiler instance.
Try ItSubmit Workflow
Submit a workflow using the provided data. With this action, the workflow will be immediately submitted.
New Approval Workflow Step
Triggers when an approval workflow is sent for approval.
Try ItNew Uploaded File
Triggers when a new file is uploaded to your Aerofiler instance.
Try ItSubmit and File Document
Submit a document using the provided data. With this action, the document will be immediately filed in the repository.
Create Workflow From External Data
Get external data to send to an Aerofiler workflow. With this action, the user will be able to review data before submitting the workflow.
