CINCEL + Salesforce

Create Salesforce Attachments from new CINCEL documents

This ZAP uploads documents to Salesforce when documents are signed in CINCEL.

This ZAP uploads documents to Salesforce when documents are signed in CINCEL.

  1. When this happens...
    CINCELCINCEL
    New Document

    Triggers when there is a new document.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Attachment

    Creates a new attachment (max 25MB).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CINCEL triggers, actions, and search

    New Document

    Triggers when there is a new document.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • NameRequired

    • DescriptionRequired

    • Do you want to be able to sign the document?

    • Select signature type (Intelligent by default)

    • PDF fileRequired

    • Email of the user you want to invite to sign. (optional)

    • Name of the user you want to invite to sign. (optional)

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
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About CINCEL

CINCEL is the suite of multi-signature, notarization, blockchain and identity with legal compliance for companies in Mexico and LATAM.

Related categories

  • Signatures
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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