Google Docs + Salesforce
Create Google Docs documents from updated Salesforce records
Keep your documents up-to-date with this efficient workflow. When a record is updated in Salesforce, this automation will create a new document in Google Docs using the updated text. Stay organized and save time by easily tracking changes in your Salesforce records and maintaining updated versions of your documents in Google Docs.
Keep your documents up-to-date with this efficient workflow. When a record is updated in Salesforce, this automation will create a new document in Google Docs using the updated text. Stay organized and save time by easily tracking changes in your Salesforce records and maintaining updated versions of your documents in Google Docs.
- 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 Document from Text
Create a new document from text. Also supports limited HTML.
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