DocuGenerate + Salesforce
Generate documents in DocuGenerate when updated fields on records occur in Salesforce
Keep your documents up to speed with this workflow. As soon as there is an update to a record in Salesforce, the changes prompt the creation of a fresh document in the DocuGenerate. It assists in maintaining accurate data across your platforms, saving you the time and hassle of manual updates. Maximize business efficiency and ensure your documentation always reflects the most recent information.
Keep your documents up to speed with this workflow. As soon as there is an update to a record in Salesforce, the changes prompt the creation of a fresh document in the DocuGenerate. It assists in maintaining accurate data across your platforms, saving you the time and hassle of manual updates. Maximize business efficiency and ensure your documentation always reflects the most recent information.
- 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!Generate Document
Generates a document based on a template and a data set.
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