Until now we’ve enabled you to trigger a document generation with a Salesforce Workflow, outbound message, and APEX.
(And the configuration for this would be set in Salesforce combined with the PDF/Word settings).
In this version we’ve gone all out, allowing you to trigger the form and not just the document generation part, making it super easy to automate logic and data entry directly from Salesforce.
* Thank you, Alon Segal - this is a great addition!
Watch how you can trigger your form via Salesforce flow
Enjoy!
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