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Documint
Salesforce

Documint and Salesforce integrations

Connecting Documint and Salesforce on Make
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Connect Documint 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 Documint 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
Files & Documents
Salesforce
Workflow & Process Automation

Build your Documint and Salesforce integrations.

Create custom Documint 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
Salesforce
Create a Job

Creates a new bulk data job.

Action
Salesforce
Create a Record

Creates a new record in an object.

Action
Documint
Create a document

Creates a document by merging your data into a template.

Action
Salesforce
Delete a Record

Deletes a record.

Action
Salesforce
Download an Attachment/Document

Downloads an attachment or a document.

Action
Salesforce
Get a Record

Gets a specified record in an object.

Action
Salesforce
List Jobs

Retrieves all bulk data jobs in the organization.

Search
Documint
List Templates

Lists your Documint templates.

Search

Popular Documint and Salesforce workflows.

Looking to get more out of Documint and Salesforce? With Make you can visually integrate Documint 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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