Aerofiler + Salesforce
Add newly-updated Aerofiler metadata to Salesforce
Once this integration is active, each new Aerofiler metadata update will be automatically updated in a Salesforce record. Keep your projects updated, with no added clicks or keystrokes needed!
Once this integration is active, each new Aerofiler metadata update will be automatically updated in a Salesforce record. Keep your projects updated, with no added clicks or keystrokes needed!
- When this happens...New Updated Metadata
Triggers when a field is updated in your Aerofiler instance.
- 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!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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.
