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Salesforce + TDox

Create TDox customers from new records in Salesforce

Tired of keeping synchronized with both Salesforce and TDox Customers? This integration automates that! With it, each time you add new records to Salesforce including leads and customers, you can create automatically customers in TDox.

Tired of keeping synchronized with both Salesforce and TDox Customers? This integration automates that! With it, each time you add new records to Salesforce including leads and customers, you can create automatically customers in TDox.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    TDoxTDox
    Create Customers

    Inserts new customers, if not existing, or updates them, if already existing

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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tdox logo
tdox logo

About TDox

TDox turns business processes and paper forms in mobile apps. The designer allows creating forms, which are filled in using the mobile app.

Related categories

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