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Create integrations between Salesforce and DocsBot AI
Ask Question in Docsbot-ai when New Contact in Salesforce
Create Web Source in Docsbot-ai when New Contact in Salesforce
Ask Question in Docsbot-ai when New Lead in Salesforce
Create Web Source in Docsbot-ai when New Lead in Salesforce
Ask Question in Docsbot-ai when New Record in Salesforce
Create Web Source in Docsbot-ai when New Record in Salesforce
Ask Question in Docsbot-ai when Updated Record in Salesforce
Create Web Source in Docsbot-ai when Updated Record in Salesforce
Ask Question in Docsbot-ai when New Case Attachment in Salesforce
Create Web Source in Docsbot-ai when New Case Attachment in Salesforce
Actions and Triggers
When this happensTriggers
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
Add Contact to Campaign
Adds an existing contact to an existing campaign.
Add Lead to Campaign
Adds an existing lead to an existing campaign.
Create Attachment
Creates a new attachment (max 25MB).
Create Contact
Creates a new contact.
Create Note
Creates a new note and links it to a parent record
Update Contact
Updates an existing contact in Salesforce.
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Frequently Asked Questions
About 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.
Learn More
About DocsBot AI
DocsBot AI is an advanced AI-powered tool designed to assist users in managing, generating, and analyzing documents efficiently. It leverages artificial intelligence to automate document-related tasks, making it easier for businesses and individuals to handle large volumes of documents with accuracy and speed.
Learn More
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