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Gmail + Salesforce + Image-Charts

Create bar charts with Image-Charts from newly updated fields on Salesforce records and send Gmail emails

You want to be able to see important changes in your Salesforce data, but you don’t want to have to sift through the data in Salesforce. This Zapier automation solves that problem, auto-creating a bar chart of whatever data you need with Image-Charts and sending that chart via Gmail. Stay on top of account changes without clicking through filters.

You want to be able to see important changes in your Salesforce data, but you don’t want to have to sift through the data in Salesforce. This Zapier automation solves that problem, auto-creating a bar chart of whatever data you need with Image-Charts and sending that chart via Gmail. Stay on top of account changes without clicking through filters.

  1. When this happens...
    SalesforceSalesforce
    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
  2. automatically do this...
    Image-ChartsImage-Charts
    Create a Bar Chart

    Creates a URL of a PNG image displaying a Bar Chart.

    ActionWrite
  3. then do this!
    GmailGmail
    Send Email

    Triggers when a new e-mail appears in the specified mailbox.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    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
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gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
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Related categories

  • Email
  • Google

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About Salesforce

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

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About Image-Charts

Image-Charts is a service to generate images of bar charts, line charts, pie chart, QR Code (and much more) to embed inside PDF reports, emails, and more.

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