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Google Docs + Salesforce

Upload updated Salesforce records as documents in Google Docs

Keep your Google Docs organized and up-to-date whenever a record is updated in Salesforce. With this automation, every time a record is modified in Salesforce, a document will be uploaded in Google Docs. This ensures that your documents remain current and aligned with the latest changes in your Salesforce records, streamlining your document management process.

Keep your Google Docs organized and up-to-date whenever a record is updated in Salesforce. With this automation, every time a record is modified in Salesforce, a document will be uploaded in Google Docs. This ensures that your documents remain current and aligned with the latest changes in your Salesforce records, streamlining your document management process.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerPolling
  2. automatically do this!
    Google DocsGoogle Docs
    Upload Document

    Triggers when a new document is added (inside any folder).

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
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    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.