Salesforce Integration
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!
Each document created is counted as a merge. You can have unlimited variables in your template.
Yes, with the free plan you get 10 watermark-free documents each month and even more with paid plans.
The data used to create your documents is never stored so there’s never any risk of it being exposed.
