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Docupilot + Salesforce Integrations

How to connect Docupilot + Salesforce

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Choose a Trigger
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Choose an Action
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Supported triggers and actions

What does this mean?
    • DocumentRequired

    • Provide Download URL Link?

    Action
    Write
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    • Record to LinkRequired

    • FileRequired

    • VisibilityRequired

    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

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
    • CampaignRequired

    • LeadRequired

    Action
    Write

How Docupilot + Salesforce Integrations Work

  1. Step 1: Authenticate Docupilot 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.

Salesforce Tutorials

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About Docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.

Related categories

  • Documents
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