Docugami + Salesforce
Create Salesforce records from new project activities in Docugami
Go beyond auto-population of leads and opportunities by populating your Salesforce instance with information critical to generating new quotes (CPQ) and tasks for workflow automation. Create a project in Docugami, extract the data that matters out of your documents, and use Zapier to add the results into Salesforce records.
Go beyond auto-population of leads and opportunities by populating your Salesforce instance with information critical to generating new quotes (CPQ) and tasks for workflow automation. Create a project in Docugami, extract the data that matters out of your documents, and use Zapier to add the results into Salesforce records.
- When this happens...Project Activity
Triggers when new events occur in your project.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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