Salesforce + Superdocu
Create Superdocu contacts from newly updated fields on Salesforce records
Just closed a client and want to kickstart your collaboration? Use this Zapier automation to request documents or information from your Salesforce contacts after their record is updatd. This will make your client onboarding smoother!
Just closed a client and want to kickstart your collaboration? Use this Zapier automation to request documents or information from your Salesforce contacts after their record is updatd. This will make your client onboarding smoother!
- 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!Create Contact
Creates a new contact in Superdocu.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Superdocu
Superdocu helps people collect documents and information easily, and follow-up in case of missing data.