Try It

Create Salesforce CRM tasks from new Docsify links clicked in a sent email

  1. When this happensStep 1: New Link Clicked

  2. Then do thisStep 2: Create Task

If you’re planning to put in 18-hour days, you might as well make the most of your time. There’s no reason setting up tasks manually in your Salesforce CRM any more! With this integration, whenever a new Docsify link clicked in a sent email, Zapier will automatically create a new task in Salesforce CRM.

How this Docsify-Salesforce CRM integration works

  1. A Docsify link clicked in a sent email by the recipient
  2. Zapier automatically creates a new task on Salesforce CRM

Apps involved

  • Docsify
  • Salesforce CRM
Try It

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.

New Campaign

Triggers when a new campaign is created.

Closed Opportunity

Triggers when an opportunity is closed.

InstantNew Document Viewed

Trigger when the document was viewed.

InstantNew Document Opened

Trigger when the document was opened.

New Account

Triggers when a new account is created.

New Case

Triggers when a new case is created.

New Contact

Triggers when a new contact is created.

Connect the apps you use every day

Get started with a Free account

Or
By signing up, you agree to Zapier’s Terms of Service