Fluxx + Salesforce
Create Salesforce contacts from new Fluxx grantees
Keep your CRM records aligned. Whenever a new grantee registers via the Fluxx portal, this workflow creates a matching contact in Salesforce, reducing manual data entry.
Keep your CRM records aligned. Whenever a new grantee registers via the Fluxx portal, this workflow creates a matching contact in Salesforce, reducing manual data entry.
- When this happens...Record Created
Triggers when a record is created.
- automatically do this...Find Record by ID
Searches for a record by ID.
- then do this!Create Contact
Creates a new contact.
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Record Created
Triggers when a record is created.
Try ItCreate Record
Creates a new record.
Update Record
Updates an existing record.
Download Document by ID
Downloads a document by ID.
Record Updated
Triggers when a record is updated. Based on a field of your choosing.
Try ItMethodRequired
Path Help
PathRequired
Record IDRequired
Returned Field(s)
Upload FileRequired
Document Name (including extension)Required
Doc LabelRequired
Doc Type ID
Find Record
Searches for records by a field and value of your choosing.
