Archive new Salesforce file attachments in swiDOC
Managing and archiving Salesforce file attachments manually is slow and error-prone. This Zap automatically sends every new file attachment from Salesforce to swiDOC for secure, long-term archiving. You’ll always have your critical documents safely stored and tamper-proof without extra work.
Managing and archiving Salesforce file attachments manually is slow and error-prone. This Zap automatically sends every new file attachment from Salesforce to swiDOC for secure, long-term archiving. You’ll always have your critical documents safely stored and tamper-proof without extra work.
- When this happens...New Case Attachment
Triggers when a new Attachment is added to a case.
- automatically do this!Archive Document
Archives a new document in swiDOC.
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