Add Attachments with New Salesforce Action

We've made it simpler than ever to upload a file attachment to a Salesforce object with the new Create Attachment action.

Match up files from file services like Dropbox, Box, or Google Drive, and select a parent account to attach the file to. You can also use the advanced features to input any ID into the parent field.

Use this to automatically upload the signed contract for your next big deal when the customer signs it with SignNow or EchoSign. Check out all the things you can do with Salesforce on the Salesforce Zapbook page.