Disciple + Salesforce

Create Disciple group members when updated Salesforce records occur

Maintain seamless information flow across your platforms with this efficient process. When a record field is updated in Salesforce, it instantly activates the creation of a group member within the Disciple app. This automated data update enables prompt communication and engagement within your Disciple communities, ensuring that no essential updates are missed.

When this happens...
Updated Field on Record
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.).
TriggerScheduled
automatically do this!
Create Group Member
Adds the requested User to the Group as its new Member
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
New Comment
Triggers when a new comment is published.
Trigger
Instant
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User Joined Group
Triggers when a user joins a group.
Trigger
Instant
Try It
Product Changed
Triggers when a user's product changes.
Trigger
Instant
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Subscription Became Active
Triggers when a user's subscription becomes active.
Trigger
Instant
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User Deleted
Triggers when a user account is deleted.
Trigger
Instant
Try It
- GroupRequired
- UserRequired
- Type of the member - either 'user' or 'admin'
Action
Write
- Name/description of your Invite Link
- Number of times the link can be used
- To expire on
- Once they sign up, add these members to the following groups
Action
Write
- Subscription nameRequired
- Email addressRequired
- Expires in (seconds)
- Expires at
- Apply to existing user
Action
Write
- UserRequired
- BadgeRequired
Action
Write
- UserRequired
- Subscription nameRequired
Action
Write

- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
User Updated
Triggers when an existing user changes his profile details.
Trigger
Instant
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New Post
Triggers when a new post is published.
Trigger
Instant
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User Left Group
Triggers when a user leaves a group.
Trigger
Instant
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Subscription Became Expired
Triggers when a user's subscription becomes expired.
Trigger
Instant
Try It
New User
Triggers when a new user registers.
Trigger
Instant
Try It
- GroupRequired
- UserRequired
Action
Write
- GroupRequired
- AuthorRequired
- Text contentRequired
Action
Write
- UserRequired
- BadgeRequired
Action
Write
- UserRequired
- Subscription nameRequired
- Expires atRequired
Action
Write

About Disciple

Disciple empowers brands and creators to build independent communities of true value. We encourage hosts to build their communities on a platform that champions members and their own values and mission.

Learn more Help

Related categories

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Zapier Interfaces

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

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Disciple + Salesforce

Create Disciple group members when updated Salesforce records occur

New Contact

New Lead

New Record

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

New Comment

User Joined Group

Product Changed

Subscription Became Active

User Deleted

Create Group Member

GroupRequired

UserRequired

Type of the member - either 'user' or 'admin'

Create Invite Link

Name/description of your Invite Link

Number of times the link can be used

To expire on

Once they sign up, add these members to the following groups

Create Subscription Preregistration

Subscription nameRequired

Email addressRequired

Expires in (seconds)

Expires at

Apply to existing user

Remove Badge From User

UserRequired

BadgeRequired

Expire User Subscription

UserRequired

Subscription nameRequired

New Field History Tracking Event

History ObjectRequired

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired