LearnWorlds + Salesforce

Create Salesforce records for every new LearnWorlds user

Start building seamless connections between LearnWorlds and Salesforce with this beneficial workflow. Whenever a new user joins your LearnWorlds platform, a record is promptly created in Salesforce, keeping your sales team up-to-date and primed for user engagement. Eliminate manual data entry and enjoy a streamlined process that enhances your customer relationship management efforts. Harness the power of this workflow for effective user tracking and nurturing.

When this happens...
New User
Triggers when a new user is registered.
TriggerInstant
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Create Record (UTC)
Creates a new record of a specified Salesforce object. Dates use the UTC format.
ActionWrite

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Supported triggers and actions

- AssessmentRequired
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Instant
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New Certificate
Triggers when a user is awarded a certificate.
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Instant
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User Enrolled in Product
Triggers when a user is enrolled in a product (free, paid or private course, bundle or subscription).
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Instant
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New Lead
Triggers when a new email lead is captured.
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Instant
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Payment Created
Triggers when a payment transaction for a purchase (including one-off purchase, subscription payment, or installment of a payment plan) is successfully charged. For a subscription or a payment plan, a new transaction is created for every single payment.
Trigger
Instant
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User Previewed a Free Section
Triggers when a user has previewed a free section of a paid course.
Trigger
Instant
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Subscription or Payment Plan Canceled
Triggers when a user cancels their subscription or payment plan.
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Instant
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- SourceRequired
- SurveyRequired
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- TagRequired
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Instant
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New User (Legacy)
Triggers when a new user is registered.
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Instant
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User Updated
Triggers when a user profile is updated.
Trigger
Instant
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- EmailRequired
- ProductRequired
- Price
- Transaction Id
Action
Write
- Full NameRequired
- EmailRequired
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- EmailRequired
- First Name
- Last Name
- Password
- ProductRequired
- Price
- Send Welcome Email
- Transaction Id
Action
Write
- EmailRequired
- ProductRequired
- Mark Payment as Refunded
Action
Write
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
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- Salesforce ObjectsRequired
Trigger
Polling
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- Salesforce ObjectRequired
Trigger
Polling
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- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
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
- 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
- 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

New Certificate (Legacy)
Triggers when a user is awarded a certificate.
Trigger
Instant
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Course Completed
Triggers when a user completes a course.
Trigger
Instant
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New Lead (Legacy)
Triggers when a new email lead is captured.
Trigger
Instant
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- CourseRequired
- Learning ActivityRequired
Trigger
Instant
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Payment Failed
Triggers when a recurring payment has failed (only for stripe installments and subscriptions).
Trigger
Instant
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New Enrollment Purchase (Legacy)
Triggers when a user is enrolled in or purchases a paid product.
Trigger
Instant
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Subscription Updated
Triggers when a subscription is updated (either planned for cancellation or renewed, or the selected plan has been updated).
Trigger
Instant
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- TagRequired
Trigger
Instant
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User Unenrolled From Product
Triggers when a user is unenrolled from a product (paid or private course, bundle or subscription).
Trigger
Instant
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New User
Triggers when a new user is registered.
Trigger
Instant
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- Full NameRequired
- EmailRequired
- ProductRequired
- Price
- Transaction Id
- Avatar link
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- First NameRequired
- Last Name
- EmailRequired
- Password
Action
Write
- EmailRequired
- TagsRequired
Action
Write
- Email or IDRequired
Action
Search
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
- 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
- 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
- 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

About LearnWorlds

LearnWorlds is a premium learning platform via which you sell online courses under your own website.

Learn more

Related categories

Online Courses

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create leads in Salesforce from new users in LearnWorlds

Create Salesforce records when new users enroll in products on LearnWorlds

LearnWorlds + Salesforce

Create Salesforce records for every new LearnWorlds user

Assessment Completed

New Certificate

User Enrolled in Product

New Lead

Payment Created

User Previewed a Free Section

Subscription or Payment Plan Canceled

New Form Submission

Tag Removed

New User (Legacy)

User Updated

Enroll User in Product (Legacy)

Create User (Legacy)

Enroll User in Product

Unenroll User From Product

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Certificate (Legacy)

Course Completed

New Lead (Legacy)

Learning Activity Completed

Payment Failed

New Enrollment Purchase (Legacy)

Subscription Updated

Tag Added

User Unenrolled From Product

New User

Create and Enroll User (Legacy)

Add Tags to User

Create User

Remove Tags From User

Find a User

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

About LearnWorlds

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates