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iFormBuilder + Salesforce

Add Salesforce custom objects from new iFormBuilder entries

Save time and manage all of your data in one place by having your iFormBuilder data automatically added as a custom object in your Salesforce account.

Save time and manage all of your data in one place by having your iFormBuilder data automatically added as a custom object in your Salesforce account.

When this happens...
New Record
Triggers when a new record is created in a form.
TriggerInstant
automatically do this!
Create Record
Creates a new record of a specified Salesforce object.
ActionWrite

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Supported triggers and actions

New Company Profile
Triggers when a new company is created.
Trigger
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- Company ProfileRequired
Trigger
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- Company ProfileRequired
Trigger
Polling
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- Company ProfileRequired
- NameRequired
- LabelRequired
- Description
- Form Icon
- Label Icons
- Page Javascript
- Sort Order
- Reference ID 1
- Reference ID 2
- Reference ID 3
- Reference ID 4
- Reference ID 5
Action
Write
- Company ProfileRequired
- FormRequired
- Assign ToRequired
- Right to Collect Data?
- Right to View Data?
Action
Write
- Company ProfileRequired
- FormRequired
- RecordRequired
- Assign ToRequired
- Error Email
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
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- Salesforce ObjectsRequired
Trigger
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Company ProfileRequired
- FormRequired
Trigger
Polling
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- Hook NameRequired
- ProfileRequired
- FormRequired
- Error EmailRequired
- Notification Email
Trigger
Instant
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- Company ProfileRequired
- FormRequired
- NameRequired
- LabelRequired
- Description
- Sort Order
- Required?
- Disabled?
- Readonly?
- Encrypted?
- Hide Typing?
- Default Value
- Dynamic Value
- Condition Value
- Client Validation
- Client Validation Message
- Dynamic Label
- Reference ID 1
- Reference ID 2
- Reference ID 3
- Reference ID 4
- Reference ID 5
- Lookup Table Name
- Lookup Table Column
- Element TypeRequired
- Data Size
- Low Value
- High Value
- Widget Type
- Option List ID
- Attachment Link
- Keyboard Type
- Weighted Score
Action
Write
- Company ProfileRequired
- FormRequired
- Parent Page ID
- Parent Element ID
- Parent Record ID
- Javascript State
Action
Write
- Company ProfileRequired
- FormRequired
- RecordRequired
- Javascript State
Action
Write
- Company ProfileRequired
- UsernameRequired
- PasswordRequired
- First Name
- Last Name
- EmailRequired
- User RoleRequired
- Right to Create Form?
- Right to Sync ThunderPlug?
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About iFormBuilder

iFormBuilder is a universal, cloud based mobile data collection ("forms") platform with an emphasis on security on mobile devices, and collecting data with or without an Internet connection.

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About Salesforce

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

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add new Salesforce object data to iFormBuilder database

Related Zap Templates

Add new Salesforce object data to iFormBuilder database