iFormBuilder + Salesforce

iFormBuilder + Salesforce integrations

Add Salesforce custom objects from new iFormBuilder entries

Save time and manage all of your data in one place by having your iFormBuilder data automatically added as a custom object in your Salesforce account.

When this happens...
New RecordTriggers when a new record is created in a form.
TriggerInstant
automatically do this!
Create RecordCreates a new record of a specified Salesforce object.
ActionWrite

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More things you can do with iFormBuilder and Salesforce

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

New Company Profile
Triggers when a new company is created.
Trigger
Polling
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- Company Profile
  Required
Trigger
Polling
Try It
- Company Profile
  Required
Trigger
Polling
Try It
- Company Profile
  Required
- Name
  Required
- Label
  Required
- Description
- Form Icon
- Label Icons
- Page Javascript
- Sort Order
- Reference ID 1
- Reference ID 2
- Reference ID 3
- Reference ID 4
- Reference ID 5
Action
Write
- Company Profile
  Required
- Form
  Required
- Assign To
  Required
- Right to Collect Data?
- Right to View Data?
Action
Write

- Company Profile
  Required
- Form
  Required
- Record
  Required
- Assign To
  Required
- Error Email
Action
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

- Company Profile
  Required
- Form
  Required
Trigger
Polling
Try It
- Hook Name
  Required
- Profile
  Required
- Form
  Required
- Error Email
  Required
- Notification Email
Trigger
Instant
Try It
- Company Profile
  Required
- Form
  Required
- Name
  Required
- Label
  Required
- Description
- Sort Order
- Required?
- Disabled?
- Readonly?
- Encrypted?
- Hide Typing?
- Default Value
- Dynamic Value
- Condition Value
- Client Validation
- Client Validation Message
- Dynamic Label
- Reference ID 1
- Reference ID 2
- Reference ID 3
- Reference ID 4
- Reference ID 5
- Lookup Table Name
- Lookup Table Column
- Element Type
  Required
- Data Size
- Low Value
- High Value
- Widget Type
- Option List ID
- Attachment Link
- Keyboard Type
- Weighted Score
Action
Write
- Company Profile
  Required
- Form
  Required
- Parent Page ID
- Parent Element ID
- Parent Record ID
- Javascript State
Action
Write
- Company Profile
  Required
- Form
  Required
- Record
  Required
- Javascript State
Action
Write
- Company Profile
  Required
- Username
  Required
- Password
  Required
- First Name
- Last Name
- Email
  Required
- User Role
  Required
- Right to Create Form?
- Right to Sync ThunderPlug?
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

About iFormBuilder

iFormBuilder is a universal, cloud based mobile data collection ("forms") platform with an emphasis on security on mobile devices, and collecting data with or without an Internet connection.

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About Salesforce

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

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CRM (Customer Relationship Management)

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