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Salesforce + SeaTable

Create Salesforce records from new rows in SeaTable

Integrate sales activities with ease using Salesforce + SeaTable integration. Simply put, leads are created in Salesforce for new rows in SeaTable bases.

Integrate sales activities with ease using Salesforce + SeaTable integration. Simply put, leads are created in Salesforce for new rows in SeaTable bases.

  1. When this happens...
    SeaTableSeaTable
    New Row

    Triggers once when a new row is found.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • SeaTable triggers, actions, and search

    New File/Image/Signature

    Triggers when a new file, image or digital signature is added to a specific column.

    Trigger
    Scheduled
    Try It
    • Provide access to images, files and digital signatures

    Trigger
    Scheduled
    Try It
    • TableRequired

    Action
    Write
    • TableRequired

    • Provide access to images, files and digital signatures

    Action
    Search
    • Provide access to images, files and digital signatures

    Trigger
    Scheduled
    Try It
    • HTTP MethodRequired

    • URLRequired

    • Alert

    • Query String Parameters

    • Body

    Action
    Write
    • TableRequired

    • RowRequired

    Action
    Write
    • TableRequired

    • Search termRequired

    • Activate wildcards

    • Provide access to images, files and digital signatures

    Action
    Search
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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About SeaTable

SeaTable is a web based table-database hybrid. SeaTable is a flexible tool for your team, complete overview and better collaboration. SeaTable is the building block for your ideas.

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