Loading

Documint + Salesforce Integrations

How to connect Documint + Salesforce

Zapier lets you send info between Documint and Salesforce automatically—no code required.

When this happens...
automatically do this!
Free 14-day trial
5,000+ supported apps

Top companies trust Zapier to automate work and free up time

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.

Supported triggers and actions

What does this mean?
  • Documint triggers, actions, and search

    Create Document

    Creates a document by merging your data into your Documint template.

    Action
    Write
    • Salesforce ObjectsRequired

      Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

      Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

      Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)

    • Record to LinkRequired

    • FileRequired

      The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files

    • VisibilityRequired

      Specifies whether this file is available to all users, internal users, or shared users.

    Action
    Write
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

      This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.

    • Salesforce ObjectRequired

      Pick which type of object you want to watch for changes on.

    Trigger
    Scheduled
    Try It
    • CampaignRequired

      Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    • ContactRequired

      If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    Action
    Write
    • CampaignRequired

      Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    • LeadRequired

      If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.

    Action
    Write

How Documint + Salesforce Integrations Work

  1. Step 1: Authenticate Documint and Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

Salesforce Tutorials

documint logo
documint logo

About Documint

Documint is a document creation service which cuts transaction document creation time down from minutes or hours to seconds.
Learn more

Related categories

  • Documents
salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Get started for free

You can't add more hours to the day. Zapier is the next best thing.


OR

By signing up, you agree to Zapier's terms of service and privacy policy.