Salesforce + Submittable

Create new Salesforce records each time new notes are added in Submittable

Whenever a new note is added in Submittable, streamline your workflow by having a corresponding record created immediately in Salesforce. This process ensures that no information goes unnoticed, improving your team's efficiency and the overall management of customer information. This automation saves you time and resources by eliminating the need for manual data entry and ensuring that your Salesforce records are consistently up-to-date with your Submittable notes.

When this happens...
New Note
Triggers when a note is added to a submission.
TriggerInstant
automatically do this!
Create Record
Creates a new record of a specified Salesforce object.
ActionWrite

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Supported triggers and actions

- Project
Trigger
Instant
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New Note
Triggers when a note is added to a submission.
Trigger
Instant
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- Project
Trigger
Instant
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- Project
- Status Changed To
Trigger
Instant
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- Project
Trigger
Instant
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New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
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- History ObjectRequired
Trigger
Scheduled
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
Action
Search or write

- Project
Trigger
Instant
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New Team Member
Triggers when a new team member is added to your Submittable organization, if the new team member does not already have an account, this event triggers when the invitation is accepted.
Trigger
Instant
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- Project
Trigger
Instant
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- Project
Trigger
Instant
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- IdRequired
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action

Salesforce + Submittable

Create new Salesforce records each time new notes are added in Submittable

Supported triggers and actions

New Additional Form Completed

New Note

New Submission

Submission Status Changed

Transaction Paid

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create Lead

Create Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Record(s) by Query

Get Record Attachments

Find or Create Record by Query

Internal Form Updated

New Team Member

Reference Form Received

Transaction Awarded

Find Entry

New Contact

New Lead

New Record

Updated Record

Add File to Record