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Create Salesforce case comments when new items are submitted to your SendSafely Dropzone

  1. When this happensStep 1: New Dropzone Submission

  2. 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

  1. A new item is submitted to your SendSafely Dropzone
  2. Zapier posts a customizable comment to the case that includes a direct link to the uploaded files

Apps involved

  • SendSafely
  • Salesforce

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