Integrate CINCEL with Salesforce to automate your work
How Zapier works
Zapier makes it easy to integrate CINCEL with Salesforce - no code necessary. See how you can get setup in minutes.
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Quickly connect CINCEL to Salesforce with a Zapier template.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Document
Triggers when there is a new document.
Try It - New Case Attachment
Triggers when a new Attachment is added to a case.
Try It - History ObjectRequired
Try It- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
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- NameRequired
- DescriptionRequired
- Do you want to be able to sign the document?
- Select signature type (Intelligent by default)
- PDF fileRequired
- Email of the user you want to invite to sign. (optional)
- Name of the user you want to invite to sign. (optional)
- New Contact
Triggers when a new Contact is created.
Try It - New Lead
Triggers when a new Lead is created.
Try It - Salesforce ObjectRequired
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