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Outline
Salesforce
Zendesk

Outline and Salesforce and Zendesk integrations

Connecting Outline and Salesforce and Zendesk on Make
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Connect Outline and Salesforce and Zendesk with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Outline and Salesforce and Zendesk 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
Help Desks
Notes

Build your Outline and Salesforce and Zendesk integrations.

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

Zendesk
Add, Replace or Remove Tags

Adds tags or replaces existing tags of a ticket, user or organization.

Action
Outline
Archive a Document

Allows outdated information to be moved out of sight and restore it later, if needed.

Action
Salesforce
Complete/Abort a Job

Completes or aborts a job.

Action
Outline
Create a Document

Creates or publishes a new document.

Action
Zendesk
Create a Group

Creates a group.

Action
Salesforce
Create a Job

Creates a new bulk data job.

Action
Salesforce
Create a Record

Creates a new record in an object.

Action
Zendesk
Create a Side Conversation

Creates a new side conversation by the ticket ID. This feature is only available if it has been enabled by the administrator.

Action
Zendesk
Create a Ticket

Creates a ticket.

Action

Popular Outline and Salesforce and Zendesk workflows.

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