RDocs + Salesforce

RDocs + Salesforce integrations

Create RPDs in RDocs from new Salesforce case attachments

Enhance your document security and tracking by connecting Salesforce and RDocs™ with Zapier. When a new file is attached to a case in Salesforce, this Zap will automatically takes that document and transform it into an RPD™ in RDocs™. Once created, you can leverage RDocs™ advanced features to securely share those RPDs™, control access, track views, and even remotely manage the document after it's been sent. This automation is ideal for ensuring that critical documents linked to your Salesforce records are protected, managed, and securely distributed with RDocs™ advanced capabilities.

When this happens...
New Case AttachmentTriggers when a new Attachment is added to a case.
TriggerPolling
automatically do this!
Create/Send RPDCreates an RPD, with the option to send it via email to readers.
ActionWrite

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More things you can do with Salesforce and RDocs

Discover other triggers and actions you can use with Salesforce and RDocs

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Note
- Return RPD in Base-64 format?
  Required
- Send RPD via email?
  Required
- Files
  Required
- File Name
  Required
- File MIME Type
  Required
- Sender address
  Required
- Generate multiple RPD?
- Reader’s Email Address
- Reader’s First Name
- Reader’s Last Name
- Reader’s Mobile Country Code
- Reader’s Mobile Number
- Subject / Description
  Required
- Email Body
- SideNote
- RPD Status
- Record opening times?
- Enable Geo-location feature?
- Enable "Proof of sending" feature?
- Enable "Notification of reading" feature?
- Enable "Reader IP recorded" feature?
- Enable "Reader email addresses recorded" feature?
- Record read times per reader?
- Record time spent reading per reader?
- Enable "Voting" feature?
- Enable "Share votes" feature?
- Enable "Restricted distribution" feature?
- Send verification code via email?
- Send verification code via SMS?
- Enable "Display distribution list" feature?
- Restrict access to RPD by domain?
- Use watermark?
- Max reads per reader
- Enable "Identify leakers" feature?
- Enable "Timestamp" feature?
- Enable "Print" feature?
- Location Protection by region
- Location Protection by IP
- Launches
- Expires
- Allow responses to
- Language
- Max views per document
Action
Write
- Document ID
  Required
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Document ID
  Required
- Note
  Required
Action
Write

About RDocs

RDocs is a document security platform that empowers you to protect, control, track, or kill access to documents in-the-ether, even after sending.

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About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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