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.
- When this happens...New PDF Report
Triggers when a new PDF Report is available.
- automatically do this!Create Attachment
Creates a new attachment (max 25MB).
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New Assignment
Triggers when a new assignment is created.
Try ItNew PDF Report
Triggers when a new PDF Report is available.
Try ItNew Structure Template
Triggers when a new template is created.
Try ItClaim 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
New Labeled Photo
Triggers when a new Labeled Photo is available.
Try ItNew Photo
Triggers when a new Photo is created.
Try ItNew Zip File
Triggers when a new Zip file is available. A ZIP is a file with all images available in an assignment.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try It