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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.

  1. When this happens...
    AnvilAnvil
    Workflow Completion

    Triggers when a Workflow is completed.

    TriggerInstant
  2. automatically do this...
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
  3. then do this!
    SalesforceSalesforce
    Create Attachment

    Creates a new attachment (max 25MB).

    ActionWrite
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Supported triggers and actions

What does this mean?
anvil logo
anvil logo

About Anvil

Anvil lets you automate your paperwork and business processes: Data-capture, PDF preparation, and e-sign working seamlessly together.

Related categories

  • Signatures
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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