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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Attach Deal to Investment" in Dealpath.

You’re connected!

Zapier seamlessly connects Salesforce and Dealpath, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
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
Try It

- 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
- Investment ID
  Required
- Deal ID
  Required
Action
Write
- Deal ID
  Required
- Loan ID
  Required
Action
Write
- Deal ID
  Required
- Property ID
  Required
Action
Write
- Asset Name
  Required
- Asset Type
  Required
- Property IDs
Action
Write
- Asset ID
  Required
- File Name
  Required
- Parent Folder ID
  Required
- File
  Required
- File Content Type
- File Tag IDs
Action
Write
- Asset
  Required
- Folder Name
  Required
- Parent Folder
Action
Write
- Investment Name
  Required
- Deal IDs
- Asset IDs
- Investment Type
  Required
Action
Write
Create List Option
Creates a new option for a list/dropdown field in Dealpath.
Action
Write
- Property Name
  Required
- Property Type
  Required
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Latitude
- Longitude
Action
Write
- Deal ID
  Required
Action
Write
- Deal ID
  Required
- Field Definition ID
  Required
- Derived Field ID
Action
Write
- Property ID
  Required
- Field Definition ID
  Required
- Linked Entity ID
- Derived Field ID
Action
Write
- Loan ID
  Required
Action
Write
- Investment ID
  Required
- Deal ID
  Required
Action
Write
- Deal
  Required
- Property
  Required
Action
Write
- Asset ID
  Required
- Asset Name
  Required
Action
Write
- Deal ID
  Required
- Deal Status
  Required
Action
Write
- Deal ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Derived Field ID
Action
Write
- Property ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Linked Entity ID
- Derived Field ID
Action
Write
Update List Option
Updates an existing list option in Dealpath (rename or enable/disable).
Action
Write
- Property ID
  Required
- Property Name
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
- Latitude
- Longitude
Action
Write
- Record Type
- Search Query
  Required
Action
Search
- Deal ID
  Required
Action
Search
- Field Definition ID
  Required
- Sparse (Only Populated Fields)
- Deal IDs
- Property IDs
- Investment IDs
- Derived Field ID
Action
Search
- Deal ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Loan ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Asset ID
  Required
- Parent Folder IDs
- File Tag Definition IDs
- Updated Before
- Updated After
Action
Search
- Search
Action
Search
- Deal ID
  Required
- Folder IDs
- Parent Folder IDs
- File Tag Definition IDs
Action
Search
- Property IDs
- Deal IDs
- Asset IDs
- Updated Before
- Updated After
Action
Search
- Property ID
  Required
Action
Search
- Deal ID
  Required
- Role Definition IDs
Action
Search

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
- Asset ID
  Required
- Loan ID
  Required
Action
Write
- Asset ID
  Required
- Property ID
  Required
Action
Write
- Loan ID
  Required
- Property ID
  Required
Action
Write
- Deal Name
  Required
- Deal Type
- Property IDs
Action
Write
- Deal ID
  Required
- File Name
  Required
- Parent Folder ID
  Required
- File
  Required
- File Content Type
- File Tag IDs
Action
Write
- Deal
  Required
- Folder Name
  Required
- Parent Folder
Action
Write
- Tenant Name
  Required
- Property ID
  Required
- Begin Date
  Required
- Suite ID
  Required
- Leased Area
  Required
Action
Write
- Loan Name
  Required
- Attach Loan To
  Required
- Loan Type
  Required
- Loan Status
  Required
Action
Write
- Asset ID
  Required
Action
Write
- Asset ID
  Required
- Field Definition ID
  Required
- Derived Field ID
Action
Write
- Loan ID
  Required
- Field Definition ID
  Required
- Derived Field ID
Action
Write
Delete List Option
Deletes a list option from Dealpath. Can optionally transfer existing values to another option.
Action
Write
- Property ID
  Required
Action
Write
- Asset ID
  Required
- Property ID
  Required
Action
Write
- Loan ID
  Required
- Property ID
  Required
Action
Write
- Deal
  Required
- Deal Name
  Required
Action
Write
- Asset ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Derived Field ID
Action
Write
- Loan ID
  Required
- Field Definition
  Required
- Field Value
  Required
- Derived Field ID
Action
Write
- Investment ID
  Required
- Investment Name
  Required
Action
Write
- Loan ID
  Required
- Loan Name
- Loan Type ID
- Loan Status ID
Action
Write
- Person Type
  Required
Action
Search
- Property IDs
- Updated Before
- Updated After
Action
Search
- Property IDs
- Investment IDs
- Updated Before
- Updated After
Action
Search
- Asset ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Investment ID
  Required
- Field Definition IDs
- Sparse (Only Populated Fields)
- Derived Field ID
Action
Search
- Property ID
  Required
- Field Definition IDs
- Linked Entity IDs
- Sparse (Only Populated Fields)
- Include Demographic Fields
- Derived Field ID
Action
Search
- Deal ID
  Required
- Parent Folder IDs
- File Tag Definition IDs
- Updated Before
- Updated After
Action
Search
- Asset ID
  Required
- Folder IDs
- Parent Folder IDs
- File Tag Definition IDs
Action
Search
- Investment IDs
- Deal IDs
- Asset IDs
- Updated Before
- Updated After
Action
Search
- Deal IDs
- Asset IDs
- Updated Before
- Updated After
Action
Search
- Asset ID
  Required
- Role Definition IDs
Action
Search

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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About Salesforce

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About Dealpath

Dealpath is a real estate investment management platform that centralizes deals, assets, and workflows for data-driven execution.

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