Rossum + Salesforce
Create new Salesforce records when documents are exported in Rossum
When documents get exported in Rossum, this workflow immediately creates a corresponding record within Salesforce, eliminating the need to manually input exported data. This process saves time, ensures data accuracy, and streamlines how Rossum and Salesforce interact. Experience a smoother, more efficient document management system with this workflow.
When documents get exported in Rossum, this workflow immediately creates a corresponding record within Salesforce, eliminating the need to manually input exported data. This process saves time, ensures data accuracy, and streamlines how Rossum and Salesforce interact. Experience a smoother, more efficient document management system with this workflow.
- When this happens...Document Export
Triggers when a document is exported in Rossum.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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