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Get a Salesforce file (aka Content Document) and use it in a Zap

  • 3 September 2020
  • 1 reply

Userlevel 2

Finding it very difficult to work with Files—aka Content Documents—in Salesforce. I’m trying to pass a PDF store in SF to a “Combine PDFs” action with Formstack Documents, but I can’t figure out how to access the PDF itself. I can find the Content Document record, and all its details, but the file itself, I’m not able to pass to the next action.


Best answer by Liz_Roberts 22 September 2020, 15:29

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Hi @pocaface ,

Thanks for reaching out!

This sounds like something our Support team will need to take a look at as they can see your specific configuration. You can contact them here and they’ll be happy to assist!