Formstack + Salesforce
Create new Formstack submissions from updated Salesforce records
Save valuable time and simplify your data management process with this Salesforce to Formstack workflow. When an update occurs in Salesforce, it initiates a new submission in Formstack. This automation ensures seamless data transference, enhancing your productivity and reducing manual tasks. Experience improved data accuracy and streamlined record-keeping with this intuitive and efficient setup.
Save valuable time and simplify your data management process with this Salesforce to Formstack workflow. When an update occurs in Salesforce, it initiates a new submission in Formstack. This automation ensures seamless data transference, enhancing your productivity and reducing manual tasks. Experience improved data accuracy and streamlined record-keeping with this intuitive and efficient setup.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create Submission
Creates a submission for a form in FormStack.
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