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Docsify + Salesforce

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

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.

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.

  1. When this happens...
    DocsifyDocsify
    New Link Clicked

    Trigger when the link was clicked.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Title of RecipeRequired

    Trigger
    Instant
    Try It
    • Title of RecipeRequired

    Trigger
    Instant
    Try It
    • Title of RecipeRequired

    Trigger
    Instant
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
    • Title of RecipeRequired

    Trigger
    Instant
    Try It
    • Title of RecipeRequired

    Trigger
    Instant
    Try It
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docsify logo

About Docsify

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

Related categories

  • Email
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About Salesforce

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

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier