Anvil + Salesforce
Update records and create attachments in Salesforce for new workflow completions in Anvil
Update a Salesforce record, such as an opportunity, when a new workflow is completed in Anvil. This Zapier template also creates a PDF attachment on the record.
Update a Salesforce record, such as an opportunity, when a new workflow is completed in Anvil. This Zapier template also creates a PDF attachment on the record.
- When this happens...Workflow Completion
Triggers when a Workflow is completed.
- automatically do this...Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- then do this!Create Attachment
Creates a new attachment (max 25MB).
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About Anvil
Anvil lets you automate your paperwork and business processes: Data-capture, PDF preparation, and e-sign working seamlessly together.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
