InsertChat + Salesforce

InsertChat + Salesforce integrations

Create Salesforce records from new InsertChat tickets

Visitor issues can require account-level visibility once they become support work. This Zap creates a Salesforce record when InsertChat opens a new ticket, carrying the mapped subject, description, priority, and requester details. It keeps customer-facing teams aligned around the same issue record.

When this happens...
New TicketTriggers when an InsertChat ticket is created.
TriggerPolling
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with InsertChat and Salesforce

Discover other triggers and actions you can use with InsertChat and Salesforce

- Agent
Trigger
Polling
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- Agent
Trigger
Polling
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- Agent
Trigger
Polling
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- Agent
Trigger
Polling
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- Agent
  Required
Trigger
Polling
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Updated Agent
Triggers when an InsertChat agent is updated.
Trigger
Polling
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- Agent
Trigger
Polling
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- Agent
  Required
- File URL
  Required
- Filename
  Required
- Language
Action
Write
- Agent
  Required
- URL
  Required
Action
Write
- Feedback
  Required
- Status
  Required
Action
Write
- Label
  Required
- Purpose
  Required
- System Prompt
  Required
- Model
- Website
- Auto Setup Website
Action
Write
- Agent
  Required
- Chat
- Message UID
- User Message
- AI Message
  Required
- Sentiment
  Required
- Status
  Required
Action
Write
- Agent
  Required
- Chat
- Subject
  Required
- Description
  Required
- Status
  Required
- Priority
  Required
- Source
  Required
- Requester Email
Action
Write
- Knowledge Source
  Required
Action
Write
- Ticket
  Required
- Agent
  Required
Action
Write
- Chat
  Required
Action
Write
- Chat
  Required
Action
Write
- Agent
  Required
- Label
  Required
- Voice
  Required
- Purpose
Action
Write
- Chat
  Required
- Agent
- Model
- Label
Action
Write
- Ticket
  Required
- Agent
  Required
- Subject
- Description
- Status
- Priority
Action
Write
- Search
- Agent
Action
Search
- Search
- Agent
Action
Search
- Search
- Agent
  Required
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Agent
Trigger
Polling
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New Agent
Triggers when an InsertChat agent is created.
Trigger
Polling
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- Agent
Trigger
Polling
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- Agent
- Chat
- Role
Trigger
Polling
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- Agent
  Required
Trigger
Polling
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- Agent
Trigger
Polling
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- Agent
  Required
Trigger
Polling
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- Agent
  Required
- Text
  Required
Action
Write
- Chat
  Required
Action
Write
- Ticket
  Required
- Agent
  Required
- Status
  Required
Action
Write
- Agent
  Required
- Model
  Required
- Label
Action
Write
- Agent
  Required
- Chat
- Email
- Phone
- First Name
- Last Name
- Company
- Message
Action
Write
- Feedback
  Required
Action
Write
- Lead
  Required
Action
Write
- Agent
  Required
Action
Write
- Knowledge Source
  Required
Action
Write
- Agent
  Required
- Chat
- Input Text
  Required
- Thinking Level
Action
Write
- Agent
  Required
- Model
  Required
- Thinking Level
Action
Write
- Lead
  Required
- Agent
- Email
- Phone
- First Name
- Last Name
- Company
- Message
Action
Write
- Search
Action
Search
- Search
- Agent
Action
Search
- Search
- Agent
Action
Search
- Search
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- 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 Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About InsertChat

InsertChat is an advanced AI chatbot creator that integrates instructions, knowledge, and privacy with powerful features to deliver the best answers.

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Related categories

AI Chatbots

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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