How to connect EZLynx + Salesforce
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- New ApplicantTriggers when a new applicant is added.Trigger
- Modified ApplicantTriggers when an applicant is modified.Trigger
- New Commercial ApplicantTriggers when a new commercial applicant is added.Trigger
- Modified Commercial ApplicantTriggers when a commercial applicant is modified.Trigger
- New Commercial ProspectTriggers when a new commercial prospect is added.Trigger
- Modified Commercial ProspectTriggers when a commercial prospect is modified.Trigger
- New DocumentTriggers when a new document is added.Trigger
- Modified DocumentTriggers when a document is modified.Trigger
- EZLynx
Triggers when a new note is added
Instant
Trigger
- EZLynx
Triggers when a new opportunity is added.
Instant
Trigger
- EZLynx
Triggers when an opportunity is modified.
Instant
Trigger
- EZLynx
Triggers when a new prospect is added.
Instant
Trigger
- EZLynx
Triggers when a prospect is modified.
Instant
Trigger
- EZLynx
Updates an existing Commercial Applicant.
Scheduled
Action
- EZLynx
Creates a new commercial applicant with opportunity.
Scheduled
Action
- EZLynx
Creates a new commercial prospect.
Scheduled
Action
- EZLynx
Creates a new document.
Scheduled
Action
- EZLynx
Creates a new Note.
Scheduled
Action
- EZLynx
Creates a new personal applicant with opportunity.
Scheduled
Action
- EZLynx
Creates a new personal prospect.
Scheduled
Action
- EZLynx
Updates an existing Personal Applicant.
Scheduled
Action
- EZLynx
Searches commercial applicants in EZLynx.
Scheduled
Action
- EZLynx
Searches personal applicants in EZLynx.
Scheduled
Action
- Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
- Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
- Salesforce
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.).
Scheduled
Trigger
- Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
- Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
- Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
- Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
- Salesforce
Creates a new contact in Salesforce.
Scheduled
Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
How EZLynx + Salesforce Integrations Work
- Step 1: Authenticate EZLynx and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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