HEU + Salesforce

Create contracts in HEU from newly updated Salesforce records

Connect your Salesforce account with this Zapier template to save time and effort. Once this integration is active, it will automatically create a HEU contract whenever a new Salesforce record is updated.

Connect your Salesforce account with this Zapier template to save time and effort. Once this integration is active, it will automatically create a HEU contract whenever a new Salesforce record is updated.

  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!
    HEUHEU
    Create New Document From Template

    Creates a document based on a template

    ActionWrite
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Supported triggers and actions

  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History ObjectRequired

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It