NiceJob + Salesforce

NiceJob + Salesforce integrations

Create or update persons in NiceJob for every new record in Salesforce

Stay on top of your contact management by instantaneously creating or updating a person in NiceJob whenever a new record is added in Salesforce. This workflow ensures your customer information is always up-to-date in both apps, saving you the time and effort required for manual data entry. Promote efficient and seamless data flow in your CRM processes with this automation.

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 or Update PersonCreates a new Person or updates an exisitng person with the given email.
ActionWrite

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More things you can do with Salesforce and NiceJob

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

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
Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Trigger
Instant
Try It
- Person ID
  Required
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- Email
  Required
- First Name
- Last Name
- Phone Number
- Position
Action
Write
- Email
  Required
- First Name
- Last Name
- Phone Number
- Address
- City
- Country
- State
- Unit
- Zip Code
- Company
- Position
Action
Write
- Booking ID
  Required
- Invoice ID
- Person ID
  Required
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- Email
  Required
Action
Search

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
Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Trigger
Instant
Try It
- Person ID
  Required
- Employee IDs
- Name
- Description
- Status
- Completed At
- Tags
Action
Write
- Person IDs
  Required
- Subtotal
- Discount
- Tax
- Total
  Required
- Balance
  Required
- Paid
- Status
- Tags
Action
Write
- Person IDs
  Required
- Invoice IDs
- Amount
  Required
- Description
- Status
- Tags
Action
Write
- Campaign ID
- Email
  Required
- Phone Number
- First Name
- Last Name
- Company
- Position
Action
Write

About NiceJob

NiceJob is a platform that helps you get more customer reviews and build a great reputation online.

Learn moreLearn moreHelpHelp

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Marketing Automation

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About Salesforce

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Similar apps

Zapier Forms

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

Related Zap Templates

Create or update people in NiceJob when new contacts are added in Salesforce

Enroll contacts in NiceJob when fields on records are updated in Salesforce