Gamma + Schedule by Zapier + Salesforce

Generate monthly Gamma presentations from template with Salesforce records

Automate your monthly reporting with up-to-date CRM data. This Zap runs on a schedule you set—like the first day of every month—finds records in Salesforce that match your criteria, then creates a Gamma presentation from your template with the latest information. Perfect for generating monthly sales reports, pipeline reviews, or performance dashboards without manually pulling data each time.

When this happens...
Every Month
Triggers every month, on the day(s) selected.
TriggerInstant
automatically do this...
Find Records
Finds records of a specified Salesforce object by a field and value you choose (with line-item support).
ActionSearch
then do this!
Create From Template
Generate new content based on an existing Gamma template (BETA)
ActionWrite

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Supported triggers and actions

- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
- Timezone Override (Optional)
Trigger
Instant
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- Time Offset
- Trigger on weekends?
Trigger
Instant
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- Day of the WeekRequired
- Time of DayRequired
Trigger
Instant
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New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ReportRequired
- 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 UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL QueryRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Input TextRequired
- Text ModeRequired
- Format
- Theme
- Number of Cards
- Card Split Method
- Additional Instructions
- Export As
- Text Amount
- Text Tone
- Text Audience
- Output Language
- Image Source
- AI Image Model
- AI Image Style
- Card Dimensions
- Header/Footer Mode
- Folders
- Workspace Access
- External Access
- Email Recipients
- Email Recipients Access Level
Action
Write

- Time of DayRequired
- Trigger on weekends?
Trigger
Instant
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- Day of the MonthRequired
- Time of DayRequired
Trigger
Instant
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New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- FlowRequired
- Manual flow input parameters
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Query TypeRequired
- Include Deleted Records
Action
Search
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Template Gamma IDRequired
- PromptRequired
- Theme (Override)
- Export As
- Folders
- AI Image Model (Override)
- AI Image Style (Override)
- Workspace Access
- External Access
- Email Recipients
- Email Recipients Access Level
Action
Write
- Generation IDRequired
Action
Search

About Gamma

Gamma is an AI-powered design partner that helps create professional-looking presentations, documents, and social posts.

Learn more

Related categories

AI Content Generation

About Schedule by Zapier

Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.

Learn more

Related categories

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

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Gamma + Schedule by Zapier + Salesforce

Generate monthly Gamma presentations from template with Salesforce records

Custom Frequency

Every Hour

Every Week

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Run Report

Update Contact

Update Record

API Request (Beta)

Custom SOSL Query

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Create Generation

Every Day

Every Month

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Launch Flow

Send Email

Update Lead

Update Record (UTC)

Custom SOQL Query

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Create From Template

Get Generation Status

About Gamma

Related categories

About Schedule by Zapier

Related categories

About Salesforce

Related categories

Similar apps

Zapier Forms