Rootly + Salesforce

Update records in Salesforce from newly-created Rootly incidents

Set up this Zap to automatically update your records in Salesforce whenever a matching incident in Rootly is created. This integration keeps your incident data up to date across platforms with no added clicks or keystrokes.

Set up this Zap to automatically update your records in Salesforce whenever a matching incident in Rootly is created. This integration keeps your incident data up to date across platforms with no added clicks or keystrokes.

  1. When this happens...
    RootlyRootly
    Get Incident

    Triggers when Incident created.

    TriggerPolling
  2. automatically do this!
    SalesforceSalesforce
    Update Record

    Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

    • SourceRequired

    • SummaryRequired

    • Service

    • Environment

    • Started at

    • Ended at

    • External

    • External url

    • Labels

    • Data

    Action
    Write
    • Source

    • SummaryRequired

    • Service

    • Environment

    • Started at

    • Ended at

    • Labels

    • Refs

    • Data

    Action
    Write
    • include

    • search

    • kind

    • status

    • user_id

    • severity

    • severity_id

    • types

    • type_ids

    • environments

    • environment_ids

    • functionalities

    • functionality_ids

    • services

    • service_ids

    • teams

    • team_ids

    • custom_field_selected_option_ids

    • created_at[gt]

    • created_at[lt]

    • updated_at[gt]

    • updated_at[lt]

    • started_at[gt]

    • started_at[lt]

    • detected_at[gt]

    • detected_at[lt]

    • acknowledged_at[gt]

    • acknowledged_at[lt]

    • mitigated_at[gt]

    • mitigated_at[lt]

    • resolved_at[gt]

    • resolved_at[lt]

    • in_triage_at[gt]

    • in_triage_at[lt]

    • sort

    Action
    Search
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About Rootly

Rootly is an incident management platform that automates tedious manual work during incidents. 1,000's of users around the world trust Rootly daily to create a simple, consistent, and delightful incident management process.

Related categories

  • Developer Tools
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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