Skip to main content

Advice and answers from the Digify Team

Search results for:salesforce
Create new leads in Salesforce triggered by Digify document views
Set up this Zap to automatically create a record in Salesforce once they've downloaded, printed or viewed the file… If you’re using Salesforce as a CRM, this Zap will help to automatically create a record within Salesforce… Step 2: Add the Salesforce action to create a new record
Automatically send documents to Salesforce leads when a record is updated
Set up this Zap to automatically add a recipient to Digify whenever a Salesforce lead has been updated… If you’re using Salesforce as a CRM, this Zap will help to automatically create a record within Salesforce… Set Salesforce as the trigger app and choose the event "Updated Field on Record in Salesforce"
How to Integrate Digify & Salesforce via Zapier to Send Files Securely
Trigger: New Lead in Salesforce Choose Trigger App: Search for and select Salesforce… Connect Your Salesforce Account: Log in to Salesforce and authorize Zapier to access your account… Action: Update Lead in Salesforce Choose Action App: Select Salesforce again
Setting up your team on Digify
4. Integrate with Slack, Google Sheets, Salesforce etc using Zapier… Sheets Getting Slack notifications for new Digify document views Integrations with Salesforce
V4.58.0 Release Notes
Updates The Overview page under the Integrations section has been enhanced with new blocks for Salesforce