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Do even more with Salesforce + Email by Zapier + Docupilot
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, Email by Zapier, and Docupilot. And don’t forget that you can add more apps and actions to create complex workflows.
New Outbound Message
Triggers when a new outbound message is received in Salesforce.Try ItTriggerInstant
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- Step 1: Authenticate Salesforce, Email by Zapier, and Docupilot.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.