1.Detect mentor field update
Integrate Salesforce to detect mentor field updates on enrollment records and trigger companion document creation.
Create mentorship companion documents and attach to enrollment
Automatically monitor mentor-assigned enrollment updates across Salesforce and Google Docs. Create and populate companion documents and update the enrollment record when mentor added, companion role set, or template choice matchesβso you can protect enrollment data, publish links, and avoid manual paperwork.
How this automation creates companion documents for enrollments
When mentor-assigned enrollment updates arrive in Salesforce, manual document setup can delay onboarding and cause broken enrollment links. This automation filters qualifying records, creates Google Docs from the right template, and updates Salesforce with the companion document link and trackingβso your team can launch faster.
Salesforceor swap with your favorite app
2.Filter for qualifying records
Integrate Filter by Zapier to continue only for mentor present records with a matching program and available template.
Filter by Zapieror swap with your favorite app
3.Route to the right template
Integrate Paths by Zapier to select the correct Google Docs template based on curriculum and companion role.
Paths by Zapieror swap with your favorite app
4.Create document from template
Integrate Google Docs and document templates to create a companion document and populate mentee and mentor fields.
Google Docsor swap with your favorite app
5.Update enrollment with link
Integrate Salesforce to write the created Google Docs share link into the course companion URL field and store template info.
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