Docsify integration with Salesforce
How to Create Salesforce opportunities from new viewed documents in Docsify
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Salesforce opportunities from new viewed documents in Docsify" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Docsify integrations
Docsify actions
Nekton can use any feature that is available in Docsify API.
Using our advanced AI, you can easily create custom automations for Docsify.
Here are some typical actions you can do in your automated workflows.
New Email Opened
Trigger when the email was opened.
New File Downloaded
Trigger when the file was downloaded.
New Link Clicked
Trigger when the link was clicked.
New Document Viewed
Trigger when the document was viewed.
New Document Opened
Trigger when the document was opened.
About Docsify
Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them