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Cliengo
Docupilot
Salesforce

Cliengo and Docupilot and Salesforce integrations

Connecting Cliengo and Docupilot and Salesforce on Make
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Connect Cliengo and Docupilot and Salesforce with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Cliengo and Docupilot and Salesforce to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Categories
CRM
Chatbots
E-Signatures

Build your Cliengo and Docupilot and Salesforce integrations.

Create custom Cliengo and Docupilot and Salesforce workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
Cliengo
Create a Contact

Creates a new contact.

Action
Docupilot
Create a Document

Create document from selected template

Action
Salesforce
Create a Job

Creates a new bulk data job.

Action
Salesforce
Create a Record

Creates a new record in an object.

Action
Cliengo
Delete a Contact

Deletes a specified contact.

Action
Salesforce
Delete a Record

Deletes a record.

Action
Salesforce
Download an Attachment/Document

Downloads an attachment or a document.

Action
Cliengo
Get a Contact

Returns a specified contact.

Action

Popular Cliengo and Docupilot and Salesforce workflows.

Looking to get more out of Cliengo and Docupilot and Salesforce? With Make you can visually integrate Cliengo and Docupilot and Salesforce into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

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