Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Filter by Zapier

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time.

We also support Google Sheets!

Google Docs

Benjamin Littlemore

Anytime a new record is created in Salesforce, filter my data in Filter by Zapier, create document from template in Google Docs, etc.

Create Technical Services Solution Document

“Anytime a new record is created in Salesforce, filter my data in Filter by Zapier, create document from template in Google Docs, etc.”

Trusted at companies large and small

This Zap works in 4 steps …

Anytime a new record is created in Salesforce

Filter my data in Filter by Zapier

Create document from template in Your App

Update record in Salesforce

This Zap uses the following 3 apps

Salesforce

Filter by Zapier

Google Docs

More ways to use these popular apps!