Salesforce + Scanny AI
The world's #1 CRM platform, offering comprehensive sales, service, and marketing automation for businesses of all sizes.
Available Triggers & Actions
Triggers
New Contact
Triggers when a new contact is created
New Deal
Triggers when a new deal is created
Deal Stage Changed
Triggers when a deal moves stages
Actions
Create Contact
Create a new contact record
Update Contact
Update contact information
Create Deal
Create a new deal/opportunity
Integration Features
Automatic Sync
Documents are automatically processed and synced in real-time.
Smart Extraction
AI-powered data extraction with custom field mapping.
Scheduled Workflows
Set up automated workflows to run on your schedule.
Secure Connection
Enterprise-grade security with encrypted data transfer.
Popular Salesforce Workflows
View all workflows
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