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Create Salesforce CRM tasks from new Docsify viewed documents

  1. When this happensStep 1: New Document Viewed

  2. Then do thisStep 2: Create 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
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Connect Docsify + Salesforce in Minutes

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

All Triggers & Actions

InstantNew Email Opened

Trigger when the email was opened.

InstantNew File Downloaded

Trigger when the file was downloaded.

InstantNew Link Clicked

Trigger when the link was clicked.

Create Attachment

Create a new attachment (max 25MB).

Create Case

Create a new case.

InstantNew Document Viewed

Trigger when the document was viewed.

InstantNew Document Opened

Trigger when the document was opened.

Create Account

Create a new account.

Create Campaign

Create a new campaign.

Create Case Comment

Create a new comment on a case.

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