When this happens...
DocsifyNew Document Viewed
Then do this...
SalesforceCreate Task

You have a ton of tasks every single day. You have to manually create them in your Salesforce CRM, right? Make your Gmail/G Suite account work for you with this Docsify-Salesforce CRM integration. Whenever a new attached Docsify document is viewed, Zapier will automatically create a new task in Salesforce CRM. Stop creating manual tasks and let Zapier automate it for you!

How this Docsify-Salesforce CRM integration works

  1. The attached Docsify document was opened and viewed by the recipient.
  2. Zapier automatically creates a new task on Salesforce CRM

Apps involved

  • Docsify
  • Salesforce CRM
Premium
Salesforce is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Docsify + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Email Opened

Trigger when the email was opened.

Create Lead

Create a new lead.

New Document Downloaded

Trigger when the document was downloaded.

Add a Lead to a Campaign

Add a lead to a campaign.

New Document Opened

Trigger when the document was opened.

Create Custom Object

Create a new custom object (of the type you choose).

New Lead

Triggers when a new lead is created.

Add a Contact to a Campaign

Add a contact to a campaign.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Create Contact

Create a new contact.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them

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

See Salesforce Integrations