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ChatDaddy + Salesforce

Adds files to Salesforce records from new ChatDaddy tags

This Zapier template will add a file to a Salesforce record whenever a new tag is created in ChatDaddy.

This Zapier template will add a file to a Salesforce record whenever a new tag is created in ChatDaddy.

  1. When this happens...
    ChatDaddyChatDaddy
    Tag Created

    Triggers when a tag is created on ChatDaddy.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Add File to Record

    Adds an existing file to an existing Record.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Account ID

    Trigger
    Instant
    Try It
    • Message Flow IDRequired

    • Action IDRequired

    Trigger
    Instant
    Try It
  • ChatDaddy triggers, actions, and search

    Tag Created

    Triggers when a tag is created on ChatDaddy.

    Trigger
    Scheduled
    Try It
    • Contact IDRequired

    • Tag

    • Custom Field

    Action
    Write
    • Account ID

    • Contact ID

    Trigger
    Instant
    Try It
  • ChatDaddy triggers, actions, and search

    Message Flow Endpoint Reached

    A message flow sent to a WA number has had all its actions triggered and reached a final action.

    Trigger
    Instant
    Try It
    • NameRequired

    • Phone NumberRequired

    • Account ID

    Action
    Write
chatdaddy logo

About ChatDaddy

ChatDaddy is the ultimate WhatsApp automation & marketing tool

Related categories

  • Marketing Automation

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salesforce logo

About Salesforce

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

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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