Salesforce + Documint integrations: unlimited possibilities

Salesforce logoSalesforce > Documint
Trigger
Last triggered
Salesforce logoOpportunity stage reached
Documint logoCreate document
Overview
Connect Salesforce to Documint in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Salesforce, Documint, and many other popular SaaS applications.
Check below for example workflows using Salesforce and Documint, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.
Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

Screenshots of Salesforce and Documint integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps
Use Relay.app's Salesforce integrations to trigger actions across your apps
Preview of Use Relay.app's Salesforce integrations to trigger actions across your apps
Preview of Use any of these Salesfoce actions in your Relay.app workflows.
Preview of Create a Documint document in your Relay.app workflows.
Preview of Add any Documint action to your workflow.

Example Salesforce + Documint workflows

Salesforce iconarrow_forwardDocumint icon

Automatically create document in Documint for each opportunity stage reached in Salesforce

Salesforce iconarrow_forwardDocumint icon

Create document automatically in Documint for each opportunity stage changed in Salesforce

Salesforce iconarrow_forwardDocumint icon

Create document automatically in Documint for each record added in Salesforce

Salesforce Triggers
Opportunity
Salesforce logo
edit_square
Opportunity stage changed
Salesforce logo
edit_square
Opportunity stage reached
Record
Salesforce logo
add
New record added
Salesforce logo
edit
Record changed
Salesforce logo
target
Record first meets conditions
Documint Actions
Document
Documint logo
add
Create document
Documint Triggers
No Documint triggers yet
Request trigger
Salesforce Actions
Record
Salesforce logo
attach_file
Attach file to record
Salesforce logo
add
Create or update record
Salesforce logo
add
Create record
Salesforce logo
search
Find record(s)
Salesforce logo
edit
Update record

Create your own Salesforce + Documint integration

Select a trigger in Salesforce
Select an action in Documint
Create your workflow

FAQ

  • What is Relay.app?

    Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.

  • How do I connect Salesforce to Documint with Relay.app?

    1. Create a free Relay.app account
    2. Set a trigger in Salesforce or Documint to kick off new workflow runs
    3. Add one or more actions to run in your workflow
    4. Authorize Salesforce and Documint to connect to Relay.app
    5. Turn on your workflow and start getting more done with less manual work

    Check above for some example workflows, or visit our help center for more details on how to get started.

  • Is Relay.app a Make.com alternative for connecting Salesforce to Documint?

    Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Documint that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.

    For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.

    Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Documint—give it a try and let us know what you think.

See why people love Relay.app

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Salama💯
@SalamaErgossum
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Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

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Marco Elizalde
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@marcoETmx
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I discovered @relay and it is incredible

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Peter Jauhal
via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

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Lucas Grey
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@ImLucasGrey
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Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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Rafa
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@rafanocode
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I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app
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Duke Dao
@dummy_coder
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.@relay is just straight out awesome. Give it a try

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Benjamin Borowski👨‍🚒
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@typeoneerror
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Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

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Notion Coach
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@NotionCoach
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Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

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Maayan
Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

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Eva (Ziki) Zivanovic
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@ZikiDoesNotion
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If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?

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