PHOTO iD by U Scope + Salesforce

Create Salesforce attachments from new PDF reports in PHOTO iD

When you have a new PDF report in PHOTO iD, it will be added as an attachment in Salesforce automatically. This integration makes it easy to share your inspection photo reports without any extra work or hassle.

When you have a new PDF report in PHOTO iD, it will be added as an attachment in Salesforce automatically. This integration makes it easy to share your inspection photo reports without any extra work or hassle.

  1. When this happens...
    PHOTO iD by U ScopePHOTO iD by U Scope
    New PDF Report

    Triggers when a new PDF Report is available.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Attachment

    Creates a new attachment (max 25MB).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • PHOTO iD by U Scope triggers, actions, and search

    New Assignment

    Triggers when a new assignment is created.

    Trigger
    Scheduled
    Try It
  • PHOTO iD by U Scope triggers, actions, and search

    New PDF Report

    Triggers when a new PDF Report is available.

    Trigger
    Scheduled
    Try It
  • PHOTO iD by U Scope triggers, actions, and search

    New Structure Template

    Triggers when a new template is created.

    Trigger
    Scheduled
    Try It
    • Claim Insured NameRequired

    • Claim Insured Address 1

    • Claim Insured Address 2

    • Claim Insured City

    • Claim Insured State

    • Claim Insured Zip Code

    • Claim Insured Mobile Phone

    • Claim Insured Email Address

    • Template ID

    Action
    Write
photo-id logo
photo-id logo

About PHOTO iD by U Scope

PHOTO iD is a photo management documentation platform that labels & organizes inspection images into detailed photo reports instantly.

Related categories

  • File Management & Storage
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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