Connect Fee Navigator to Salesforce and automate any workflow
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New and Updated Analysis and Proposal
Triggers when a new analysis/proposal OR any subsequent updates are made in Fee Navigator.
Try It - Updated Proposal
Triggers when subsequent updates to an analysis/proposal are generated in Fee Navigator. It does NOT trigger on the initial analysis/proposal.
Try It - History ObjectRequired
Try It- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
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- New Proposal
Triggers when a new analysis/proposal is generated in Fee Navigator. It does NOT trigger on any subsequent updates made to the analysis/proposal.
Try It - New Contact
Triggers when a new Contact is created.
Try It - New Lead
Triggers when a new Lead is created.
Try It - Salesforce ObjectRequired
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