Salesforce + tl;dv
Add new tl;dv notes to Salesforce as files for effortless record keeping
Keep track of all your notes and corresponding records without the extra manual work with this efficient workflow. When a new note is added in the tl;dv app, this automation promptly creates a corresponding file in your Salesforce records. No more switching between platforms or forgetting to update your CRM, let this workflow ensure all your important data gets smoothly transferred from tl;dv into Salesforce.
Keep track of all your notes and corresponding records without the extra manual work with this efficient workflow. When a new note is added in the tl;dv app, this automation promptly creates a corresponding file in your Salesforce records. No more switching between platforms or forgetting to update your CRM, let this workflow ensure all your important data gets smoothly transferred from tl;dv into Salesforce.
- When this happens...Note Added
Triggers when a new note has been added or generated.
- automatically do this!Add File to Record
Adds an existing file to an existing Record.
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