Docubee + Salesforce
Start new Docubee workflow instances for new updated fields on record in Salesforce
When a field in Salesforce is updated then Docubee provides an intuitive and user-friendly way to create and complete forms and documents while putting in the ability to route, review, sign, and approve in powerful workflows. With Zapier, you can automatically import and export collected data to the application of your choice and instantly put your data to work. Ensure you get the right data and a great user experience with Docubee and Zapier.
When a field in Salesforce is updated then Docubee provides an intuitive and user-friendly way to create and complete forms and documents while putting in the ability to route, review, sign, and approve in powerful workflows. With Zapier, you can automatically import and export collected data to the application of your choice and instantly put your data to work. Ensure you get the right data and a great user experience with Docubee and Zapier.
- When this happens...Updated Field on Record
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.).
- automatically do this!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
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