Image Relay + Salesforce

Image Relay + Salesforce integrations

Create Image Relay folders from new Salesforce leads

Get support from your sales team and creative the moment you start working with a new potential client. After setting up this automation, creating a new lead in Salesforce will create a new folder in Image Relay, so you can now stage and receive collateral for that potential client.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Create FolderCreates a new folder.
ActionWrite

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More things you can do with Salesforce and Image Relay

Discover other triggers and actions you can use with Salesforce and Image Relay

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- 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
- Create Share Link
  Required
- Folder
  Required
Trigger
Instant
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Product Added to Category
Triggered when a product is added to a product category.
Trigger
Instant
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Product Removed From Category
Triggered when a product is removed from a product category.
Trigger
Instant
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Product Deleted
Triggered when a product is deleted.
Trigger
Instant
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Product Dimension 1 Changed
Triggered when the first dimension of a product is changed.
Trigger
Instant
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Product Dimension 2 Added
Triggered when the second dimension is added to a product.
Trigger
Instant
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Product Dimension 2 Removed
Triggered when the second dimension of a product is removed.
Trigger
Instant
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Product Dimension 3 Changed
Triggered when the third dimension of a product is changed.
Trigger
Instant
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Product Variations Enabled
Triggered when variations are enabled for a product.
Trigger
Instant
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Product Name Changed
Triggered when a product's name is changed.
Trigger
Instant
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Product SKU Changed
Triggered when a product's SKU is changed.
Trigger
Instant
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Product Type Changed
Triggered when a product's type is changed.
Trigger
Instant
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New User Created
Triggers when a new user is created.
Trigger
Instant
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- Permission Group
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company
  Required
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- 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
- Parent Folder
  Required
Trigger
Instant
Try It
Product Category Changed
Triggered when a product is moved to a different product category.
Trigger
Instant
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New Product
Triggered when a new product is created.
Trigger
Instant
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Product Dimension 1 Added
Triggered when the first dimension is added to a product.
Trigger
Instant
Try It
Product Dimension 1 Removed
Triggered when the first dimension of a product is removed.
Trigger
Instant
Try It
Product Dimension 2 Changed
Triggered when the second dimension of a product is changed.
Trigger
Instant
Try It
Product Dimension 3 Added
Triggered when the third dimension is added to a product.
Trigger
Instant
Try It
Product Dimension 3 Removed
Triggered when the third dimension of a product is removed.
Trigger
Instant
Try It
Product Variations Disabled
Triggered when variations are disabled for a product.
Trigger
Instant
Try It
Product Recovered
Triggered when a product is recovered.
Trigger
Instant
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Product Type Added
Triggered when a product type is added to a product.
Trigger
Instant
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Product Type Removed
Triggered when a product's type is removed.
Trigger
Instant
Try It
- Parent Folder
  Required
- Folder Name
  Required
Action
Write
- Parent Folder
  Required
- File Type
  Required
- File URL
  Required
- File Name
  Required
Action
Write

About Image Relay

The Digital Asset Management system designed with your time in mind. Upload, organize, and distribute your files from one centralized, secure, easy-to-use spot in the cloud.

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Related categories

File Management & Storage

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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