Avaza + Salesforce
Avaza + Salesforce
Avaza + Salesforce integrations
Create Salesforce leads from new Avaza contacts
Streamline your customer management process with this efficient workflow. Whenever a new contact is added in Avaza, a corresponding lead is instantly created in Salesforce. This automation facilitates a seamless transition between your project management and CRM systems, ensuring no potential customer falls through the cracks and prospects are effectively managed without manual intervention.
- When this happens...
New ContactTriggered when a new company contact is created.TriggerInstant - automatically do this!
Create LeadCreates a new lead in Salesforce.ActionWrite
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More things you can do with Avaza and Salesforce
Discover other triggers and actions you can use with Avaza and Salesforce
New Bill CreatedTriggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Company Deleted
Triggers when a company is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Deleted
Triggers when a contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Estimate Created
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Updated
Triggers when an estimate is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Deleted
Triggers when an expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Created
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Sent
Triggers when a new Invoice is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new contact Company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new Project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Timesheet Entry
Trigger when a new timesheet entry is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Updated
Triggers when a new Project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Schedule Series Deleted
Triggers when a schedule series record is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Deleted
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Timesheet Entry Deleted
Triggers when an timesheet entry is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - QuantityRequired
- Unit PriceRequired
- Inventory Item IDFK
- Inventory Item Name
- Description
- Tax IDFK
- Tax Name
- Tax Percent
- Discount
- Estimate Prefix
- Estimate Number
- CompanyIDFK
- Company Name
- First Name
- Last Name
- Email
- Currency Code
- Exchange Rate
- Invoice Template IDFK
- Subject
- Customer PO Number
- Date Issued
- Estimate Tax Config Code
- Due Date
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- SectionRequired
- Task Type
- TitleRequired
- Description
- Assigned To
- Task Priority
- Start Date
- Date Due
- Estimated Effort
- Name
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Amount
- Payment Number
- Date Issued
- Transaction Prefix
- Company ID
- Exchange Rate
- Transaction Reference
- Notes
- Payment Provider Code
- Currency Code
- Bill Transaction ID
- Allocation Amount
- Allocation Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense DateRequired
- UserID
- User Email
- Expense CategoryID
- Expense Category Name
- is Chargeable
- is Reimbursable
- Quantity
- CustomerID
- CustomerName
- ProjectID
- Project Name
- TaskID
- CurrencyCode
- Exchange Rate
- Amount
- TaxID
- Tax Name
- Transaction Tax Config Code
- Group Trip Name
- Expense Payment MethodID
- Merchant
- Merchant Tax Number
- Notes
- File Attachment IDs
- Verify And Save
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timesheet Allowed
- Timesheet Approver
- Expense Approver
- Timesheet Approval Required
- Can Create Tasks
- Can Delete Tasks
- Can Comment On Tasks
- Can Update Tasks
- Project ID
- User ID
- Cost Amount
- Rate Amount
- Budget Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserIDFK
- Hours Per Day
- Total Duration
- Duration Type
- Schedule On Days Off
- ProjectIDFK
- CategoryIDFK
- TaskIDFK
- Notes
- Start Date
- End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project ID
- Title
- Start Date UTC
- End Date UTC
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Section IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timesheet Timer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense NameRequired
- Is EnabledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Company ID
- Roles
- Tags
- Current User Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- QuantityRequired
- Unit PriceRequired
- Inventory Item IDFK
- Inventory Item Name
- Description
- Tax IDFK
- Tax Name
- Tax Percent
- Discount
- Transaction Prefix
- Invoice Number
- CompanyIDFK
- Company Name
- First Name
- Last Name
- Email
- Currency Code
- Exchange Rate
- Invoice Template IDFK
- Subject
- Date Issued
- Payment Terms
- Due Date
- Transaction Tax Config Code
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Page Size
- Start Item
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Updated After
- Project ID
- Task ID
- is Invoiced
- Sort
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Updated After
- Page Size
- Page Number
- Sort
- Timesheet User ID
- Company ID
- Project Category ID
- Project Owner User ID
- Project Status Code
- Project Billable Type Code
- Project Budget Type Code
- Date Created From
- Date Created To
- Include Archived
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- Is Complete
- Assigned To Users
- Task Status Code
- Task Priority Code
- Due Date From
- Due Date To
- Sort
- Page Size
- Page Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Search
- Hide Completed
- Page Size
- Page Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyID
- Company Name
- Billing Address Line
- Billing Address City
- Billing Address State
- Billing Address Post Code
- Billing Country Code
- Billing Address
- Phone
- Fax
- website
- TaxNumber
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Transaction IDRequired
- Customer PO Number
- Date Issued
- Payment Terms
- Due Date
- Subject
- Notes
- Transaction Tax Config Code
- Exchange Rate
- Invoice Template ID
- Invoice Number
- Transaction Line Item ID
- Inventory Item ID
- Description
- Quantity
- Unit Price
- Tax ID
- Discount
- Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timesheet Allowed
- Timesheet Approver
- Expense Approver
- Timesheet Approval Required
- Can Create Tasks
- Can Delete Tasks
- Can Comment On Tasks
- Can Update Tasks
- Project IDRequired
- User IDRequired
- Cost Amount
- Rate Amount
- Budget Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule Series ID
- User ID
- Hours Per Day
- Total Duration
- Duration Type
- Schedule on Days Off
- Project ID
- Category ID
- Task ID
- Notes
- Start Date
- End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TimeSheet Entry IDRequired
- Project IDRequired
- Timesheet Category ID
- Task ID
- Duration
- Entry Date
- Has Start End Time
- Notes
- Custom Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Case AttachmentTriggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - FileRequired
- Title
- Description
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FlowRequired
- Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Query TypeRequired
- Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Bill Updated
Triggers when a bill is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Estimate Deleted
Triggers when an estimate is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense Created
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Expense Updated
Triggers when an expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Deleted
Triggers when a invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Update
Triggers when a invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggered when a new company contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task Created
Trigger when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Deleted
Triggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Schedule Series Created
Triggers when a new schedule series record is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Schedule Series Updated
Triggers when a schedule series record is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Updated
Trigger when a task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Timesheet Entry Updated
Trigger when a timesheet entry is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project TitleRequired
- Company ID
- Company Name
- Currency Code
- Project Notes
- Timesheet Approval Required by Default
- Populate Default Project Members
- Is Task Required On Timesheet
- Start Date
- EndDate
- Budget Amount
- Budget Hours
- Project Status Code
- Project Category IDFK
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Transaction Prefix
- Bill Number
- Company ID
- Company Name
- First Name
- Last Name
- Email
- Currency Code
- Exchange Rate
- Bill Template ID
- Subject
- Supplier PO Number
- Date Issued
- Payment Terms
- Due Date
- Transaction Tax Config Code
- Notes
- Inventory Item ID
- Inventory Item Name
- Description
- Quantity
- Unit Price
- Tax ID
- Tax Name
- Tax Percent
- Discount
- Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Currency Code
- Billing Address Line
- Billing Address City
- Billing Address State
- Billing Address Post Code
- Billing Country Code
- Billing Address
- Phone
- Fax
- website
- TaxNumber
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Amount
- Payment Number
- Date Issued
- Transaction Prefix
- Customer IDFK
- Exchange Rate
- Transaction Reference
- Notes
- Payment Provider Code
- Invoice Transaction IDFK
- Allocation Amount
- Allocation Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project ID
- Timesheet Category ID
- Billable
- Payable
- Rate Amount
- Budget Hours
- Cost Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Leave UserIDFK
- Leave Notify
- Leave Hours Per Day
- Leave Type IDFK
- Leave Notes
- Leave Start Date
- Leave End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User ID
- Project ID
- Timesheet Category ID
- Task ID
- Duration
- Is Invoiced
- Entry Date
- Has Start End Time
- Notes
- Custom Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule Series IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timesheet IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search
- Project Code
- Company ID
- Timesheet User ID
- Page Number
- Page Size
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Contact EmailRequired
- FirstnameRequired
- LastnameRequired
- Currency Code
- Company Billing Address
- Position Title
- Mobile
- Phone
- Update Existing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Project Timesheet CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense Date FromRequired
- Expense Date ToRequired
- User Email
- User ID
- Category Name
- Customer ID
- Project ID
- is Chargeable
- is Invoiced
- Expense Reimbursement ID
- Expense Payment Method ID
- Expense Approval Status Code
- Search
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Updated After
- Page Size
- Page Number
- Transaction Status Code
- Issue Date From
- Issue Date To
- Due Date From
- Due Date To
- Sort
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule Date FromRequired
- Schedule Date ToRequired
- Updated After
- Schedule Series ID
- User ID
- User Email
- Page Size
- page Number
- Sort
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entry Date FromRequired
- Entry Date ToRequired
- User ID
- User Email
- Category Name
- Timesheet Entry Approval Status Code
- Project ID
- Task ID
- is Billable
- is Invoiced
- is Timer Running
- include Invoice Details
- Sort
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Project
- Section
- Assigned To
- Title
- Description
- Start Date
- Date Due
- Task Priority
- Estimated Effort
- Task Status Code
- Percent Complete
- Name
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense IDRequired
- Expense Date
- Expense CategoryID
- is Chargeable
- is Reimbursable
- Quantity
- CustomerID
- ProjectID
- TaskID
- CurrencyCode
- Exchange Rate
- Amount
- TaxID
- Transaction Tax Config Code
- Group Trip Name
- Expense Payment MethodID
- Merchant
- Merchant Tax Number
- Notes
- File Attachment IDs
- Verify And Save
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Project Title
- Project Notes
- Timesheet Approval Required by Default
- Is Task Required On Timesheet
- Start Date
- EndDate
- Budget Amount
- Budget Hours
- Project Status Code
- Project Category IDFK
- Project Billable Type Code
- Project Budget Type Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project ID
- Timesheet Category ID
- Billable
- Payable
- Rate Amount
- Budget Hours
- Cost Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Schedule Series ID
- Leave User ID
- Leave Hours Per Day
- Leave Type ID
- Leave Notes
- Leave Start Date
- Leave End Date
- Start Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File Name + ext.Required
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SearchRequired
- Company NameRequired
- Currency Code
- Billing Address Line
- Billing Address City
- Billing Address State
- Billing Address Post Code
- Billing Country Code
- Billing Address
- Phone
- Fax
- website
- TaxNumber
- Comments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CampaignRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note ContentRequired
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Warning
- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SOSL QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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