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Device Magic + Salesforce

Dispatch forms in Device Magic from updated records in Salesforce

Streamline your workflow with this Salesforce to Device Magic automation. Whenever a record field gets updated in Salesforce, it sets off a sequence to dispatch a form through Device Magic. This not only saves you the hassle of manual inputs but also ensures timely access to important data, enhancing your business efficiency.

Streamline your workflow with this Salesforce to Device Magic automation. Whenever a record field gets updated in Salesforce, it sets off a sequence to dispatch a form through Device Magic. This not only saves you the hassle of manual inputs but also ensures timely access to important data, enhancing your business efficiency.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    Device MagicDevice Magic
    Dispatch Form

    Dispatches a Form to a target Device. This is only available to trial and enterprise organizations.

    ActionWrite
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Supported triggers and actions

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

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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About Device Magic

Build custom forms to capture important data through your mobile device with Device Magic. Save time, get better data, and automate your business.
Learn moreHelp

Related categories

  • Forms & Surveys

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About Salesforce

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

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