Create Salesforce CRM tasks from new Docsify viewed documents
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!
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!
- When this happens...New Document Viewed
Trigger when the document was viewed.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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