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Docupilot
Salesforce

Docupilot and Salesforce integrations

Connecting Docupilot and Salesforce on Make
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Connect 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 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
E-Signatures
Salesforce

Build your Docupilot and Salesforce integrations.

Create custom 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
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
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
Salesforce
List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Search

Popular Docupilot and Salesforce workflows.

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