How to connect Cling + Salesforce
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Triggers when a document changes status to accepted.Try ItTriggerInstant
Triggers when a document changes status to expired.Try ItTriggerInstant
Triggers when a client views the document for the first time.Try ItTriggerInstant
Specify if your new client is a individual or a company
Full name of the client, if client type is individual example "John Andersson" or if client type is company then example "BusinessGroup Inc"
Client socialSecurityNumber / organisationNumber
Specify client socialSecurityNumber if client type is individual, or organisationNumber if client type is company
If clientType is a company, this is the person who is your reference at the company. Example "John Andersson"
Specify a default client email, example "email@example.com"
Specify a default client cellphone, prefered format is international with prefix but we allow anything to be set. Only valid phonenumbers will allow sending SMS.
Valid examples: +46731234567, +46 (0) 73 - 123 45 67, 073 - 123 45 67, 0731234567
Client cellphone region
Optional region for the cellphone, used to format the number correctly with a correct region. Country code according to ISO_3166, example 'SE' for Sweden
Street of the client, example "Vasagatan 3"
Zip of the client, example "11152"
City of the client, example "Stockholm"
Client reverse VAT
Specify if the client uses reverse VAT as default
Specify a internal comment about the client only visible for you as an authenticated users (never for the client themselves)
Triggers when a document changes status to denied.Try ItTriggerInstant
Triggers when a document changes status to sent.Try ItTriggerInstant
Triggers when a new document is created.Try ItTriggerInstant
Select a name of the document that will be visible to your client
Specify which template to use when creating the document
Specify which which client that should be assigned to the document. You can use the action "Create client" first to store a client to be used if it is a new client.
How Cling + Salesforce Integrations Work
- Step 1: Authenticate Cling and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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