Fellow + Salesforce
Add new Fellow notes as attachments to Salesforce accounts
This integration automatically attaches a Fellow note to a Salesforce object whenever a note is pushed to Zapier from Fellow. Keep your records up to date without slowing down for tedious duplicate data entry chores.
This integration automatically attaches a Fellow note to a Salesforce object whenever a note is pushed to Zapier from Fellow. Keep your records up to date without slowing down for tedious duplicate data entry chores.
- When this happens...Note Sent to Zapier
Manually triggered within Fellow from the "Send Notes" menu, available in every note.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Create Attachment
Creates a new attachment (max 25MB).
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Action Item Marked Complete
Triggers when an action item is marked as completed.
Try ItNote Sent to Zapier
Manually triggered within Fellow from the "Send Notes" menu, available in every note.
Try ItSearch FieldRequired
Search ValueRequired
Stream IDRequired
Note TextRequired
Action Item Assigned to Me
Triggers when an action item is assigned to you.
Try ItAction Item Updated
Triggers when an action item assigned to you is updated.
Try ItStream IDRequired
Action Item TextRequired
Action Item StatusRequired
Assignee Email Address
Stream IDRequired
Talking Point TextRequired
Talking Point Status
