DocsAutomator + Salesforce

Create DocsAutomator documents from new Salesforce contacts

Activate this template to automatically create a report or summary document in DocsAutomator for every new contact in Salesforce.

Activate this template to automatically create a report or summary document in DocsAutomator for every new contact in Salesforce.

  1. When this happens...
    SalesforceSalesforce
    New Contact

    Triggers when a new Contact is created.

    TriggerScheduled
  2. automatically do this!
    DocsAutomatorDocsAutomator
    Create Document

    Create a document from a template.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • 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
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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About DocsAutomator

DocsAutomator is a powerful document automation platform, leveraging Google Docs for document templates.

Related categories

  • Documents
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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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