CINCEL + Salesforce
Create Salesforce Attachments from new CINCEL documents
This ZAP uploads documents to Salesforce when documents are signed in CINCEL.
This ZAP uploads documents to Salesforce when documents are signed in CINCEL.
- When this happens...New Document
Triggers when there is a new document.
- automatically do this!Create Attachment
Creates a new attachment (max 25MB).
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New Document
Triggers when there is a new document.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItHistory ObjectRequired
Try ItNew Lead
Triggers when a new Lead is created.
Try It
NameRequired
DescriptionRequired
Do you want to be able to sign the document?
Select signature type (Intelligent by default)
PDF fileRequired
Email of the user you want to invite to sign. (optional)
Name of the user you want to invite to sign. (optional)
New Contact
Triggers when a new Contact is created.
Try ItSalesforce ObjectRequired
Record (Optional)
Try ItNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try It
