Connect ReadMe and Salesforce to Build Intelligent Automations
Ready to use ReadMe and Salesforce automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Updated branches
Retrieve branches updated in the last N minutes.
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
Do thisActions
Action is the task that follows automatically within your ReadMe integrations.
Show documentation branches
Show all documentation branches and their base, privacy, release stage, and last updated time.
Create documentation category
Create a new documentation category in the selected branch and section.
Update category
Update a category's title, sidebar position, or section in the selected ReadMe branch.
Create custom page
Create a documentation page in a selected project version by setting the title, URL slug, content, appearance, SEO metadata, and visibility.
Upload image
Add an image to your ReadMe documentation.
Add Contact to Campaign
Adds an existing contact to an existing campaign.
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Frequently Asked Questions
To start, connect both your ReadMe and Salesforce accounts to viaSocket. Once connected, you can set up a workflow where an event in ReadMe triggers actions in Salesforce (or vice versa).
Absolutely. You can customize how ReadMe data is recorded in Salesforce. This includes choosing which data fields go into which fields of Salesforce, setting up custom formats, and filtering out unwanted information.
The data sync between ReadMe and Salesforce typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between ReadMe and Salesforce. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About ReadMe
ReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.
Learn MoreAbout Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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