Note: In order to use any of the Salesforce triggers and actions, you must connect GoFormz to your Salesforce account. See here for details.
Salesforce Webhook is the trigger to use whenever you want to kick off a GoFormz workflow based on something that's done in your Salesforce organization. This trigger fires when a notification from an approved Salesforce organization comes in on a predefined GoFormz URL.
For example, let's take Salesforce Work Orders as an example. You may want to:
Create and partially pre-populate a new work order form in GoFormz whenever a new Work Order record with certain characteristics is created in Salesforce (e.g. all work orders, or only ones with a high enough priority, or only ones for particular accounts, or only ones with a high enough estimate, etc.)
Create/pre-populate different GoFormz forms depending on the characteristics of your new Salesforce Work Order record.
Update a GoFormz form whenever a corresponding Salesforce Work Order record is updated.
Complete a GoFormz form and store the completed PDF to Box whenever a corresponding Salesforce Work Order is marked complete.
These workflows and much more can all be kicked off using the Salesforce Webhook trigger. And the same can be done for any Salesforce record type, not just Work Orders.
Once you select the connection for your Salesforce account, a Webhook URL will populate. The Webhook URL is the URL where GoFormz should listen for a notification to kick off the workflow. As soon as GoFormz receives a message from your Salesforce organization on this URL, the workflow will start.
Setup
Some setup is required for the Salesforce Webhook to function properly: you have to connect your Salesforce organization with GoFormz, and create a Salesforce Workflow Rule that messages the appropriate GoFormz URL. Below are the steps for doing this.
Create Salesforce Workflow Rule. Create a Workflow Rule in Salesforce, indicating the conditions that should trigger the webhook. For instance, you may want to trigger it when the “Create Inspection Form” checkbox is checked in a newly created Work Order record. Configure the Workflow rule to send an Outbound Message.
Add Salesforce Webhook URL to Outbound Message. Cut-and-paste the Webhook URL from this trigger to the “Endpoint URL” field in your Salesforce Outbound Message. Note that the
workflowIdis not assigned until a workflow is saved — so before performing this step, make sure that your workflow has been saved at least once.Save and activate the Workflow Rule. Don’t forget to save and activate your new Salesforce Workflow Rule, so that it goes into effect.