SendSafely integration with Salesforce
How to Create Salesforce case comments when new items are submitted to your SendSafely Dropzone
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
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create Salesforce case comments when new items are submitted to your SendSafely Dropzone" and then click on "Automate".
-
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 SendSafely integrations
SendSafely actions
Nekton can use any feature that is available in SendSafely API.
Using our advanced AI, you can easily create custom automations for SendSafely.
Here are some typical actions you can do in your automated workflows.
New Dropzone Submission
Triggers when a new file is submitted to your Hosted Dropzone on the SendSafely Web Portal.
About SendSafely
SendSafely is an end-to-end encrypted file transfer platform that lets you securely attach any file to any platform.