Integrations / Salesforce
Salesforce
Get all the power of your Salesforce data into any document you need, automatically.
Connect Salesforce & Documint
Simply connect your Salesforce and Documint accounts to Zapier or Make.com and you're ready to get started
Set your trigger
Choose your trigger event that will automatically create all the documents you need to generate
Choose your template
Choose the template in Documint you'd like to merge your data from Salesforce into and you are ready to roll!
FAQ
More questions? Talk to us
How do I generate documents from Salesforce records?
Connect Salesforce to Documint via Zapier or Make.com and use your record data to generate documents like contracts, quotes, or reports.
Can I automate contract generation in Salesforce?
Yes, you can trigger document creation based on events like record updates.
How do I use Salesforce data in my templates?
Map Salesforce fields to your Documint template to automatically populate documents with data.
Can I trigger documents using Salesforce workflows?
Yes, you can use automation tools to generate documents when specific conditions are met.
How are merges counted?
Each document created is counted as a merge. You can have unlimited variables in your template.
Can I create documents with watermarks?
Yes, watermarks can be added to any document template including images and dynamic text.
How is my data secured?
All data is encrypted in transit (TLS 1.3) and at rest. Documents are stored for a maximum of 24 hours then they are automatically deleted.