Salesforce + SendSafely
Create Salesforce case comments when new items are submitted to your SendSafely Dropzone
Do you ever need your customer to securely attach a file to an existing Salesforce Service Cloud case? This Zapier automation allows you to add a new case comment that includes a direct link to files that are uploaded to your SendSafely Dropzone. When uploading files, the user will be asked to provide their existing case number or you can provide a pre-filled case number within a link to your Dropzone. Once the files are uploaded, a comment will be automatically added to the Salesforce case notifying your agents of the newly uploaded files.
Do you ever need your customer to securely attach a file to an existing Salesforce Service Cloud case? This Zapier automation allows you to add a new case comment that includes a direct link to files that are uploaded to your SendSafely Dropzone. When uploading files, the user will be asked to provide their existing case number or you can provide a pre-filled case number within a link to your Dropzone. Once the files are uploaded, a comment will be automatically added to the Salesforce case notifying your agents of the newly uploaded files.
- When this happens...New Dropzone Submission
Triggers when a new file is submitted to your Hosted Dropzone on the SendSafely Web Portal.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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