Apptoto + Salesforce Integrations
How to connect Apptoto + Salesforce
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Appointment ScheduledTriggers when an appointment is scheduled through an Apptoto Booking PageTrigger- Message ReceivedTriggers when a message is received in ApptotoTrigger
- Message SentTriggers when a message is sent in ApptotoTrigger
- Participant Booking State ChangedTrigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)Trigger
- Participant Check-In State ChangedTrigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)Trigger
- Participant Reminder State ChangedTrigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)Trigger
- Payment ProcessedTriggers when a payment charged or captured via ApptotoTrigger
- Payment RefundedTriggers when a payment is refunded via ApptotoTrigger
- Apptoto
Creates or updates a contact in Apptoto
Scheduled
Action
- Apptoto
Creates or updates an event in Apptoto
Scheduled
Action
- Apptoto
Removes a contact in Apptoto
Scheduled
Action
- Apptoto
Removes an event in Apptoto
Scheduled
Action
- Apptoto
Search for contact in Apptoto
Scheduled
Action
- Apptoto
Search for event in Apptoto
Scheduled
Action
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
How Apptoto + Salesforce Integrations Work
- Step 1: Authenticate Apptoto and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Apptoto
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