Connect Notud and Salesforce to unlock the power of automation
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Choose a Trigger
Choose an Action
Set up your first integration
Quickly connect Notud to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Notud with Salesforce - no code necessary. See how you can get setup in minutes.
Select a trigger from Notud
A trigger is an event that starts your Zap and runs the workflow. For example, with Notud, a trigger could be "New Note."
Setup an action from Salesforce
An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
That’s it! You just connected Notud to Salesforce
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Connect Notud and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
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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 Note
Triggers when a new contact note is created in Notud.
Try It - External IdRequired
- Contact TypeRequired
- NameRequired
- Title
- First Name
- Last Name
- Email
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Phone Number 4
- Phone Number 1 Type
- Phone Number 2 Type
- Phone Number 3 Type
- Phone Number 4 Type
- Address Line 1
- Address Line 2
- Suburb
- State
- Country
- PostCode
- External IdRequired
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try It
- Update Note
Triggers when a contact note is updated (saved).
Try It - External IdRequired
- Contact TypeRequired
- NameRequired
- Title
- First Name
- Last Name
- Email
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Phone Number 4
- Phone Number 1 Type
- Phone Number 2 Type
- Phone Number 3 Type
- Phone Number 4 Type
- Address Line 1
- Address Line 2
- Suburb
- State
- Country
- PostCode
- External IdRequired
- Contact TypeRequired
- NameRequired
- Title
- First Name
- Last Name
- Email
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Phone Number 4
- Phone Number 1 Type
- Phone Number 2 Type
- Phone Number 3 Type
- Phone Number 4 Type
- Address Line 1
- Address Line 2
- Suburb
- State
- Country
- PostCode
- New Contact
Triggers when a new Contact is created.
Try It
Learn how to automate Notud on the Zapier blog
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About Notud
Notud is cloud note-taking for small business. Handwrite on your tablet or iPad and your notes save instantly to a client file.
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