edoobox + Salesforce

edoobox + Salesforce integrations

Create contacts and add them to campaigns in Salesforce with new bookings in edoobox

Prep your follow-up outreach without any added clicks or keystrokes. With this Zap in place, if a new booking in edoobox is created, the user will be automatically created or updated and added to a campaign in Salesforce.

When this happens...
New Booking CreatedTriggers when a new booking is created.
TriggerInstant
automatically do this...
Create ContactCreates a new contact.
ActionWrite
then do this!
Add Contact to CampaignAdds an existing contact to an existing campaign.
ActionWrite

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More things you can do with edoobox and Salesforce

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

New Booking Created
Triggers when a new booking is created.
Trigger
Instant
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Booking Updated
Triggers when an existing booking is updated.
Trigger
Instant
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New Date (Polling)
Triggers when a new date is added.
Trigger
Polling
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New Invoice (Polling)
Triggers when a new invoice is added. Using this option will not always give you all additional fields (e.g. Offer Name).
Trigger
Polling
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New Offer Created
Triggers when a new offer is created.
Trigger
Instant
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Offer Updated
Triggers when an existing offer is updated.
Trigger
Instant
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New Promotion (Polling)
Triggers when a new promotion is added. Using this option will not always give you all additional fields (e.g. Offer Name).
Trigger
Polling
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New User (Polling)
Triggers when a new user is added. Using this option will not always give you all additional fields (e.g. Offer Name).
Trigger
Polling
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- Name
  Required
- Date Start
  Required
- Date End
  Required
- Place ID
- Room ID
- Offer ID
  Required
Action
Write
- Name
  Required
- Campaign
  Required
- Start
  Required
- End
  Required
- Booking maximum
  Required
- Total award
  Required
- Minimum Amount
  Required
- Currency
  Required
- Code Alias
  Required
- Offsetting
  Required
- Settlement
  Required
Action
Write
- Customer ID (Owner)
  Required
Action
Search
- Invoice ID
  Required
- Date Create (From)
  Required
- Date Create (To)
Action
Search
- Promotion
  Required
Action
Search
- Customer ID
  Required
- Offer ID
- Waiting List
  Required
Action
Search or write
- Name
  Required
- Category ID
  Required
- Is MultiOffer
- Number
  Required
- Type
  Required
Action
Search or write
- Search
  Required
- Gender
  Required
- First Name
  Required
- Last Name
  Required
- Status
- Main Customer
- Street
- Postcode
- Location
- Country
- Language Key
- Phone Number
- Email
- Company
- Additional Data 01
- Additional Data 02
- Additional Data 03
- Additional Data 04
- Additional Data 05
- Additional Data 06
- Additional Data 07
- Additional Data 08
- Additional Data 09
- Additional Data 10
- Additional Data 11
- Additional Data 12
- Additional Data 13
- Additional Data 14
- Additional Data 15
- Additional Data 16
- Additional Data 17
- Additional Data 18
- Additional Data 19
- Additional Data 20
- Additional Data 21
- Additional Data 22
- Additional Data 23
- Additional Data 24
- Additional Data 25
- Additional Data 26
- Additional Data 27
- Additional Data 28
- Additional Data 29
- Additional Data 30
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- 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 Booking (Polling)
Triggers when a new booking is added. Using this option will not always give you all additional fields (e.g. Offer Name).
Trigger
Polling
Try It
New Date Created
Triggers when a new date is created.
Trigger
Instant
Try It
New Invoice Created
Triggers when a new invoice is created.
Trigger
Instant
Try It
Invoice Updated
Triggers when an existing invoice is updated.
Trigger
Instant
Try It
New Offer (Polling)
Triggers when a new offer is added. Using this option will not always give you all additional fields (e.g. Offer Name).
Trigger
Polling
Try It
New Promotion Created
Triggers when a new promotion is created.
Trigger
Instant
Try It
New User Created
Triggers when a new user is created.
Trigger
Instant
Try It
- Customer ID
  Required
- Offer ID
- Waiting List
  Required
Action
Write
- Category ID
  Required
- Is MultiOffer
- Name
  Required
- Number
  Required
- Type
  Required
Action
Write
- Gender
  Required
- First Name
  Required
- Last Name
  Required
- Status
- Main Customer
- Street
- Postcode
- Location
- Country
- Language Key
- Phone Number
- Email
- Company
- Additional Data 01
- Additional Data 02
- Additional Data 03
- Additional Data 04
- Additional Data 05
- Additional Data 06
- Additional Data 07
- Additional Data 08
- Additional Data 09
- Additional Data 10
- Additional Data 11
- Additional Data 12
- Additional Data 13
- Additional Data 14
- Additional Data 15
- Additional Data 16
- Additional Data 17
- Additional Data 18
- Additional Data 19
- Additional Data 20
- Additional Data 21
- Additional Data 22
- Additional Data 23
- Additional Data 24
- Additional Data 25
- Additional Data 26
- Additional Data 27
- Additional Data 28
- Additional Data 29
- Additional Data 30
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Search
  Required
Action
Search
- Name
  Required
- Date Start
  Required
- Date End
  Required
- Place ID
- Room ID
- Offer ID
  Required
Action
Search or write
- Promotion
  Required
- Name
  Required
- Campaign
  Required
- Start
  Required
- End
  Required
- Booking maximum
  Required
- Total award
  Required
- Minimum Amount
  Required
- Currency
  Required
- Code Alias
  Required
- Offsetting
  Required
- Settlement
  Required
Action
Search or write
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

About edoobox

edoobox is a user-friendly online booking system for courses, seminars and events with a guided process from the announcement, booking / registration to the payment of the offer.

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Related categories

Accounting

About Salesforce

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

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Related categories

CRM (Customer Relationship Management)

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Add new edoobox users as Salesforce contacts

Create leads and add them to Salesforce campaigns from new edoobox bookings