Create Salesforce case comments when new items are submitted to your SendSafely Dropzone
When this happensStep 1: New Dropzone Submission
Then do thisStep 2: Create Record
Do you ever need your customer to securely attach a file to an existing Salesforce Service Cloud case? This Zapier automation allows you to add a new case comment that includes a direct link to files that are uploaded to your SendSafely Dropzone. When uploading files, the user will be asked to provide their existing case number or you can provide a pre-filled case number within a link to your Dropzone. Once the files are uploaded, a comment will be added to the Salesforce case notifying your agents of the newly uploaded files.
How this SendSafely-Salesforce integration works
- A new item is submitted to your SendSafely Dropzone
- Zapier posts a customizable comment to the case that includes a direct link to the uploaded files
Apps involved
- SendSafely
- Salesforce
