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Update Salesforce Case with Form Submission

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Is it possible to update fields on a case when a Typeform is completed? The customer would receive a link with caseID as a merge field in the URL, once the form has been completed, fields on the specific case are updated with the submitted information. Thank you for your help!

Best answer by kabir.mathur

Hi @Annika. It is possible to update Case fields when an typeform is complete via our native Salesforce integration. However, it isn’t possible to conditionally send out a URL with the updated case fields via our notifications feature. 

You could probably enable this workflow via an automation tool like Zapier. 

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3 replies

Liz
Community Team
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  • Liz
  • Tech Community Advocate
  • 15018 replies
  • August 5, 2021

Hi @Annika Happy Thursday! This is a great question, and one that I’m not totally sure the answer of. I’m asking our product team for you! :) 

Life is a series of awkward moments separated by snacks.
john.desborough
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    john.desborough
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    Annika
kabir.mathur
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  • kabir.mathur
  • Typeform
  • 26 replies
  • Answer
  • August 5, 2021

Hi @Annika. It is possible to update Case fields when an typeform is complete via our native Salesforce integration. However, it isn’t possible to conditionally send out a URL with the updated case fields via our notifications feature. 

You could probably enable this workflow via an automation tool like Zapier. 

john.desborough
Gabi Amaral
A
4 people like this
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    john.desborough
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    Lukki25
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  • Annika
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  • 1 reply
  • August 6, 2021

Thank you very much for your quick responses!

L
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    Lukki25

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