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

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.

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

Click the "Add step" button, locate the “Create or update 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.

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create or update a Salesforce record 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.