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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 Record

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 is 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
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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.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

InstantNew Document Viewed

Trigger when the document was viewed.

InstantNew Document Opened

Trigger when the document was opened.

InstantNew Outbound Message

Triggers when a new outbound message is received in Salesforce.

Updated Field on Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).