Schedule by Zapier + Google Docs + Salesforce Integrations
How to connect Schedule by Zapier + Google Docs + Salesforce
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Do even more with Schedule by Zapier + Google Docs + Salesforce
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Schedule by Zapier, Google Docs, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.
Every DayTriggers every day, just choose at what hour of time.Trigger- Every HourTriggers every hour.Trigger
- Every MonthTriggers every month, just choose what day of the month.Trigger
- Every WeekTriggers every week, just choose what day of the week.Trigger
New DocumentTriggers when a new document is added (inside any folder).Trigger- New Document in FolderTriggers when a new document is added to a specific folder (but not its subfolders).Trigger
- Append Text to DocumentAppends text to an existing document.Action
- Create Document from TemplateCreates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.Action
- Google Docs
Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.
Scheduled
Action
- Google Docs
Create a new document from text. Also supports limited HTML.
Scheduled
Action
- Google Docs
Search for a specific document by name.
Scheduled
Action
- Google Docs
Finds or creates a specific document.
Scheduled
Action
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing file to an existing Record.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new File (max 25MB).
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
Connect your apps and automate workflows
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How Schedule by Zapier + Google Docs + Salesforce Integrations Work
- Step 1: Authenticate Schedule by Zapier, Google Docs, and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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