DocFila and Salesforce

Built, not switched on yet. DocFila cannot update Salesforce records yet. The connection and the update step are built, but they need a Salesforce connected app, which DocFila does not have.

What you can do today

Built, not switched on yet

Send a document for signature from DocFila and attach the signed PDF to the record yourself.

Where integrations live in DocFila

There is no single Integrations screen. Cloud storage is in Settings › Cloud Sync and in a team workspace's Connectors tab. Slack, Gmail and Salesforce sign-in is in an organization's Settings. Accounting exports are in FinFlow › Reports. Outbound webhooks are an action in Tools › Workflows.

Related DocFila tools

Keep going with the document workflow that matches this page. Open the tool you need, then finish the file in DocFila.

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