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Salesforce + SendSafely

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

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.

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.

  1. When this happens...
    SendSafelySendSafely
    New Dropzone Submission

    Triggers when a new file is submitted to your Hosted Dropzone on the SendSafely Web Portal.

    TriggerInstant
  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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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About SendSafely

SendSafely is an end-to-end encrypted file transfer platform that lets you securely attach any file to any platform.

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