Anvil + Salesforce

Create Salesforce records when new Anvil workflows are completed

Use this automation to create a record in Salesforce when a new Anvil workflow is completed.

Use this automation to create a record in Salesforce when a new Anvil workflow is completed.

  1. When this happens...
    AnvilAnvil
    Workflow Completion

    Triggers when a Workflow is completed.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

    • Choose OrganizationRequired

    • Choose WorkflowRequired

    • Choose ForgeRequired

    Trigger
    Instant
    Try It
    • Choose OrganizationRequired

    • Choose WorkflowRequired

    Trigger
    Instant
    Try It
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
    • Choose OrganizationRequired

    • Choose WorkflowRequired

    Trigger
    Instant
    Try It
    • Choose OrganizationRequired

    • Choose PDFRequired

    • How would you like to provide the data for the API call?Required

    Action
    Write
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
anvil logo
anvil logo

About Anvil

Anvil lets you automate your paperwork and business processes: Data-capture, PDF preparation, and e-sign working seamlessly together.

Related categories

  • Signatures
salesforce logo
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier