Issuetrak + Salesforce

Create Issuetrak users from new Salesforce contacts

Set up this integration to create a user in Issuetrak automatically after each new contact is added to Salesforce. This ensures that your contact records stay up to date in both systems, with no added clicks or keystrokes.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Create User
Creates a User.
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
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New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
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- Salesforce ObjectsRequired
Trigger
Scheduled
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- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
New Group
Triggers when a new group is created.
Trigger
Scheduled
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New User
Triggers when a new user is created.
Trigger
Scheduled
Try It
- Should this Group be Agent Only?
- Group ID
- Display NameRequired
- Phone Number
- Email Address
- SMS Address
- Primary OrganizationRequired
Action
Write
- User IID
- Groups to remove from the userRequired
Action
Write
- Group IID
- Organizations to remove from the userRequired
Action
Write
- User IID
- Organizations to add to the userRequired
- Allow the user, with appropriate permissions, to edit Issues in the selected OrganizationsRequired
- Allow the user to see (in lists) users in the selected OrganizationsRequired
Action
Write
- IID of the Organization to updateRequired
- Name
- Is Internal
- Site Title
- Contact Person
- Contact User
- Email
- Phone
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Web Address
- Email Domain
- Reply To Email Name
- Reply To Email Address
- Note
Action
Write
- Can Login
- Should the User be an agent?
- User ID
- First NameRequired
- Last NameRequired
- Display NameRequired
- Phone Number
- Email Address
- SMS Address
- Time ZoneRequired
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary OrganizationRequired
- Redirect After Issue SubmitRequired
- Home PageRequired
Action
Write
- Field to search onRequired
Action
Search
- Field to search onRequired
Action
Search
- Iid exactly matches one of
- Search Name ByRequired
- Match Is Internal OnRequired
- Search Site Title ByRequired
- Search Contact Person ByRequired
- Search Email ByRequired
- Search Phone ByRequired
- Search Address Line One ByRequired
- Search Address Line Two ByRequired
- Search City ByRequired
- Search State ByRequired
- Search Postal Code ByRequired
- Search Web Address ByRequired
- Search Email Domain ByRequired
- Search Reply To Email Name ByRequired
- Search Reply To Email Address ByRequired
- Search Note ByRequired
Action
Search
- User IID matches one of
- Search User ID ByRequired
- Primary Organization Iid exactly matches one of
- Search Display Name ByRequired
- Match Is agent OnRequired
- Search First Name ByRequired
- Search Last Name ByRequired
- Search Phone Number ByRequired
- Search Email ByRequired
- Search SMS Address ByRequired
- Search Address Line One ByRequired
- Search Address Line Two ByRequired
- Search City ByRequired
- Search State ByRequired
- Search Zip/Postal Code ByRequired
- Search Country ByRequired
- Match Can Login OnRequired
- Match Active OnRequired
Action
Search

- History ObjectRequired
Trigger
Scheduled
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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
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
New Organization
Triggers when a new Organization is created.
Trigger
Scheduled
Try It
- IID of Group To UpdateRequired
- Should the Group only allow agents?
- Name
- Phone Number
- Email Address
- SMS Address
- Primary Organization
Action
Write
- User IID
- Groups to add to the userRequired
Action
Write
- Group IID
- Organizations to add to the groupRequired
- Allow members of the group, with appropriate permissions, to edit Issues in the selected OrganizationsRequired
- Allow members of the group to see (in lists) users in the selected OrganizationsRequired
Action
Write
- NameRequired
- Is InternalRequired
- Site Title
- Contact Person
- Email
- Phone
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Web Address
- Email Domain
- Reply To Email Name
- Reply To Email Address
- Note
Action
Write
- User IID
- Organizations to remove from the userRequired
Action
Write
- IID of User To UpdateRequired
- Can Login
- Active
- Should the User be an agent?
- First Name
- Last Name
- Display Name
- Phone Number
- Email Address
- SMS Address
- Time Zone
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
- Redirect After Issue Submit
- Home Page
Action
Write
- IID of User To UpdateRequired
- Can Login
- Active
- Should the User be an agent?
- First Name
- Last Name
- Display Name
- Phone Number
- Email Address
- SMS Address
- Time Zone
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
- Redirect After Issue Submit
- Home Page
Action
Write
- Field to search onRequired
Action
Search
- Field to search onRequired
Action
Search
- Field to search onRequired
Action
Search

About Issuetrak

Issuetrak is an operational management platform to help you solve problems, control chaos, and experience less stress.

Related categories

Customer Support

About Salesforce

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Issuetrak + Salesforce

Create Issuetrak users from new Salesforce contacts

New Contact

New Lead

New Record

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

New Group

New User

Create Group

Should this Group be Agent Only?

Group ID

Display NameRequired

Phone Number

Email Address

SMS Address

Primary OrganizationRequired

Removes Group Memberships From User

User IID

Groups to remove from the userRequired

Remove Organization Memberships From a Group

Group IID

Organizations to remove from the userRequired

Add Organization Memberships to User

User IID

Organizations to add to the userRequired

Allow the user, with appropriate permissions, to edit Issues in the selected OrganizationsRequired

Allow the user to see (in lists) users in the selected OrganizationsRequired

Update Organization

IID of the Organization to updateRequired

Name

Is Internal

Site Title

Contact Person

Contact User

Email

Phone

Address Line One

Address Line Two

City

State