How to automatically create a new record in Salesforce every time there is a new submission in Fillout

Relay.app is an automation tool that lets you automate actions across Salesforce, Fillout, and many other apps. In this guide, we'll show you how to automatically run the “create record” action in Salesforce for each new submission in Fillout using Relay.app.
Fillout logoFillout > Salesforce
Trigger
Last triggered
Fillout logoNew submission
Salesforce logoCreate record
1

Set the Fillout trigger as “New submission”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Fillout trigger to initiate your playbook's actions every time there is a new submission. Click "Add trigger" in your playbook and choose "New submission" from the dropdown menu under Fillout.

If you still need to connect your Fillout account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Create record” step in Salesforce

Integrate the Salesforce automation into your playbook to ensure the prompt creation of a new record in Salesforce every time there is a new submission in Fillout.

Click the "Add step" button, locate the “Create record” automation for Salesforce, and input the mandatory and relevant details.

If your Salesforce account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Salesforce account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a new record in Salesforce every time there is a new submission in Fillout without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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