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iFormBuilder + Salesforce

Add new Salesforce object data to iFormBuilder database

Manage all of your data in one place by having your Salesforce custom object data automatically copied over to your iFormBuilder database.

Manage all of your data in one place by having your Salesforce custom object data automatically copied over to your iFormBuilder database.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create Record
Creates a new record.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It
- 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
Try It
- Hook NameRequired
- ProfileRequired
- FormRequired
- Error EmailRequired
- Notification Email
Trigger
Instant
Try It
- 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
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- 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
New Company Profile
Triggers when a new company is created.
Trigger
Polling
Try It
- Company ProfileRequired
Trigger
Polling
Try It
- Company ProfileRequired
Trigger
Polling
Try It
- 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

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

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Zapier Interfaces

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

Related Zap Templates

Add Salesforce custom objects from new iFormBuilder entries

Related Zap Templates

Add Salesforce custom objects from new iFormBuilder entries