Cognito Forms + Salesforce
Create files in Salesforce from new entries in Cognito Forms
When a new entry is populated in Cognito Forms, this workflow creates a corresponding file in Salesforce. This entire process is conducted seamlessly through digital automation, saving you the time of manually transferring information between platforms. Keep your data organized and easily accessible so you can focus on more crucial tasks.
When a new entry is populated in Cognito Forms, this workflow creates a corresponding file in Salesforce. This entire process is conducted seamlessly through digital automation, saving you the time of manually transferring information between platforms. Keep your data organized and easily accessible so you can focus on more crucial tasks.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create File
Creates a new File (max 25MB).
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