Documill Leap Project Event
Salesforce offers automation tools that can be triggered in different ways. One of the ways to trigger an automation is by publishing a Platform Event into Salesforce. Documill Leap Salesforce app takes advantage of this by providing a Platform Event called Documill Leap Project Event. This Platform Event enables you to build automation triggered by the events that happened in your Leap projects.
Data in Documill Leap Project Event
Currently, Documill Leap web app is able to send below project event data to Salesforce:
Event type | Description |
---|---|
Project Status change | When a Project changes its status. This includes when project went live, became paused, got canceled, or got completed. |
Task Status change | When a Task changes its status. This includes when someone done editing a document, gave their review to a document, signed a document, and other task-related events. |
The project event data is then stored as Documill Leap Project Event with below structure:
Field | Description | Example value |
---|---|---|
| The date when the event happened. |
|
| The type of the event. |
|
| The outcome of the event. The meaning of this data depends on the type of the event. |
|
| The collaborator involved in the event. |
|
| The full details of the event. |
|
If this data is what you need for your automation, you can configure Documill Leap web app to send project event data to Salesforce: Sending Project Event Data to Salesforce .