Coworks + Salesforce

Coworks + Salesforce integrations

Create new Coworks checkins from new Salesforce contacts

Keep your Coworks workspace updated in real-time as your contacts are added on Salesforce. With this efficient workflow, as soon as a new contact is added on Salesforce, a check-in is promptly created in the Coworks app. This immediacy ensures you're always updated on your contacts while eliminating the hassle of manual entry, making it an essential enhancement to your Salesforce and Coworks operations.

When this happens...
New ContactTriggers when a new Contact is created.
TriggerPolling
automatically do this!
Create CheckinThis will allow you to create a checkin in the Coworks Checkins tab.
ActionWrite

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More things you can do with Salesforce and Coworks

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

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
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- 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
- Campus
  Required
Trigger
Instant
Try It
- Campus
  Required
Trigger
Instant
Try It
- Campus
  Required
Trigger
Instant
Try It
- Campus
  Required
Trigger
Instant
Try It
- Campus
  Required
Trigger
Instant
Try It
- Campus Name
  Required
Trigger
Instant
Try It
- Campus Name
  Required
Trigger
Instant
Try It
- Campus Name
  Required
Trigger
Instant
Try It
- Campus Name
  Required
Action
Write
- The campus this lead will be created in.
  Required
- First Name
- Last Name
- Email
  Required
- Phone Number
- Team Name
- Title
- Is this contact a lead?
- Interested In
- Private Notes
- Custom Fields
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- 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 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
- Campus
  Required
Trigger
Instant
Try It
- Campus
  Required
Trigger
Instant
Try It
- Campus
  Required
Trigger
Instant
Try It
- Campus Name
  Required
Trigger
Instant
Try It
- Campus Name
  Required
Trigger
Instant
Try It
- Campus Name
  Required
Trigger
Instant
Try It
- Campus
  Required
Trigger
Instant
Try It
- Campus
  Required
Trigger
Instant
Try It
- The community this checkin will be created for.
  Required
- The campus this checkin will be created for.
  Required
- Type
  Required
Action
Write

About Coworks

Coworks is a coworking management platform solution for automating running a coworking space.

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Related categories

CRM (Customer Relationship Management)

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About Salesforce

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

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