CINCEL + Salesforce integrations
Create Salesforce Attachments from new CINCEL documents
This ZAP uploads documents to Salesforce when documents are signed in CINCEL.
- When this happens...New DocumentTriggers when there is a new document.
- automatically do this!Create AttachmentCreates a new attachment (max 25MB).
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More things you can do with CINCEL and Salesforce
Discover other triggers and actions you can use with CINCEL and Salesforce
- New Document
Triggers when there is a new document.
Try ItTriggerPolling - New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling
- 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)
ActionWrite- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant
Related categories
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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