Disciple + Salesforce

Disciple + Salesforce integrations

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 RecordTriggers 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.).
TriggerPolling
automatically do this!
Create Group MemberAdds the requested User to the Group as its new Member
ActionWrite

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More things you can do with Salesforce and Disciple

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

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
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
New Comment
Triggers when a new comment is published.
Trigger
Instant
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New Course Enrollment
Triggers when a user enrolls in a course.
Trigger
Instant
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User Joined Group
Triggers when a user joins a group.
Trigger
Instant
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Product Changed
Triggers when a user's product changes.
Trigger
Instant
Try It
Subscription Became Active
Triggers when a user's subscription becomes active.
Trigger
Instant
Try It
User Deleted
Triggers when a user account is deleted.
Trigger
Instant
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- Sender
  Required
- Recipient ID
- Recipient Email
- Message Content
  Required
Action
Write
- Group
  Required
- User
  Required
- 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 name
  Required
- Email address
  Required
- Expires in (seconds)
- Expires at
- Apply to existing user
Action
Write
- User
  Required
- Badge
  Required
Action
Write
- User
  Required
- Subscription name
  Required
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
New Course Completion
Triggers when a user completes a course.
Trigger
Instant
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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
- Title
  Required
- Description
- Location
- All Day
  Required
- Restrict to Groups
- Thumbnail Image URL
- Cover Image URL
- Button 1 Title
- Button 1 URL
- Button 1 Open in app
- Button 1 Restriction Type
- Button 1 Subscription Restrictions
- Button 2 Title
- Button 2 URL
- Button 2 Open in app
- Button 2 Restriction Type
- Button 2 Subscription Restrictions
- Button 3 Title
- Button 3 URL
- Button 3 Open in app
- Button 3 Restriction Type
- Button 3 Subscription Restrictions
Action
Write
- Group
  Required
- User
  Required
Action
Write
- Group
  Required
- Author
  Required
- Text content
  Required
Action
Write
- User
  Required
- Badge
  Required
Action
Write
- User
  Required
- Subscription name
  Required
- Expires at
  Required
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.

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