Automatically send a template with or without a header from Telinfy whenever a new account is created in Salesforce.

Salesforce

Choose the Trigger App – Salesforce. This is the starting point of automation. According to our use-case scenario, we must select ‘ New Account ‘ as the trigger event. Connect to your Salesforce account to capture whenever a new account is created.

trigger-step

Telinfy

Choose the Trigger App – Telinfy. This is the destination point of automation. According to our use-case scenario, we need to select ‘ Send Template with or Without Header ’ as the target event. Connect to your Telinfy account to send a template message triggered by Salesforce.

action-step

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