DocsAutomator + Salesforce
Create DocsAutomator documents from new Salesforce contacts
Activate this template to automatically create a report or summary document in DocsAutomator for every new contact in Salesforce.
Activate this template to automatically create a report or summary document in DocsAutomator for every new contact in Salesforce.
- When this happens...New Contact
Triggers when a new Contact is created.
- automatically do this!Create Document
Create a document from a template.
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About DocsAutomator
DocsAutomator is a powerful document automation platform, leveraging Google Docs for document templates.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
