Fluxx + Salesforce
Create Salesforce opportunities for new Fluxx applications
Automatically track new Fluxx applications in Salesforce by creating an opportunity record whenever a new application is received.
Automatically track new Fluxx applications in Salesforce by creating an opportunity record whenever a new application is received.
- 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 Record
Creates a new record of a specified Salesforce object.
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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.
