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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.

Add your action

An action happens after the trigger—such as "Build Workspace" in Octave.

You’re connected!

Zapier seamlessly connects Salesforce and Octave, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
- Workspace: Name
  Required
- Workspace: URL
- Workspace: Add Existing Users
- Workspace: Agent OIds (JSON Array)
- Offering: Name
  Required
- Offering: Differentiated Value
  Required
- Offering: Status Quo
- Offering: Additional URLs (JSON Array)
- Offering: References (JSON Array)
- Runtime Context (JSON)
Action
Write
- Enrich Company Agent
  Required
- Company Domain
  Required
- Company Name
- Runtime Context (JSON)
Action
Write
- Content Agent
  Required
- Experiment OId
- URL
- LinkedIn Profile URL
- Email
- First Name
- Job Title
- Company Domain
- Company Name
- Runtime Context (JSON)
Action
Write
- Qualify Person Agent
  Required
- LinkedIn Profile URL
- First Name
- Email
- Job Title
- Company Domain
- Company Name
- Runtime Context (JSON)
- Additional Inputs (JSON)
Action
Write
- Sequence Agent
  Required
- Experiment OId
- LinkedIn Profile URL
- First Name
- Email
- Job Title
- Company Domain
- Company Name
- Language
- Output Format
- Runtime Context - All Steps
- Runtime Context - Step 1
- Runtime Context - Step 2
- Runtime Context - Step 3
- Runtime Context - Step 4
- Runtime Context - Step 5
- Runtime Context - Step 6
- Runtime Context - Step 7
- Runtime Instructions - All Steps
- Runtime Instructions - Step 1
- Runtime Instructions - Step 2
- Runtime Instructions - Step 3
- Runtime Instructions - Step 4
- Runtime Instructions - Step 5
- Runtime Instructions - Step 6
- Runtime Instructions - Step 7
Action
Write
- Name
  Required
- Primary Offering
- Description
- Internal Name
- Business Model (JSON Array)
- Comparative Strengths (JSON Array)
- Comparative Weaknesses (JSON Array)
- Key Differentiators (JSON Array)
- Reasons We Win (JSON Array)
- Customers We Won (JSON Array)
- Customers We Switched (JSON Array)
- Custom Fields (JSON Array)
- Linking Strategy
- Product OIds (JSON Array, required for SPECIFIC mode)
Action
Write
- Competitor OId
  Required
- Name
- Description
- Internal Name
- Business Model (JSON Array)
- Comparative Strengths (JSON Array)
- Comparative Weaknesses (JSON Array)
- Key Differentiators (JSON Array)
- Reasons We Win (JSON Array)
- Customers We Won (JSON Array)
- Customers We Switched (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- Name
  Required
- Primary Offering
- Description
- Internal Name
- Common Job Titles (JSON Array)
- Key Concerns (JSON Array)
- Key Objectives (JSON Array)
- Pain Points (JSON Array)
- Primary Responsibilities (JSON Array)
- Why They Matter To Us (JSON Array)
- Why We Matter To Them (JSON Array)
- Custom Fields (JSON Array)
- Linking Strategy
- Product OIds (JSON Array, required for SPECIFIC mode)
Action
Write
- Persona OId
  Required
- Name
- Description
- Internal Name
- Common Job Titles (JSON Array)
- Key Concerns (JSON Array)
- Key Objectives (JSON Array)
- Pain Points (JSON Array)
- Primary Responsibilities (JSON Array)
- Why They Matter To Us (JSON Array)
- Why We Matter To Them (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- Playbook OId
  Required
- Name
- Description
- Key Insight (JSON Array)
- Approach Angle (JSON Array)
- Attributes (JSON Object)
- Custom Fields (JSON Array)
- Differentiated Value (JSON Array)
- Example Description
- Example Domains (JSON Array)
- Explanation
- ICP Concerns (JSON Array)
- ICP Priorities (JSON Array)
- Status Quo (JSON Array)
- Strategic Narrative (JSON Array)
Action
Write
- Products (JSON Array)
  Required
- Status Quo Input
- Differentiated Value Input
Action
Write
- Name
  Required
- Type
  Required
- Primary Offering
- Description
- Internal Name
- How We Talk About This (JSON Array)
- Why This Matters (JSON Array)
- Custom Fields (JSON Array)
- Linking Strategy
- Product OIds (JSON Array, required for SPECIFIC mode)
Action
Write
- ProofPoint OId
  Required
- Name
- Type
- Description
- Internal Name
- How We Talk About This (JSON Array)
- Why This Matters (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- References (JSON Array)
  Required
- Primary Offering
- Brand Voice
- Linking Strategy
- Product Names or IDs
Action
Write
- Name
  Required
- Primary Offering
- Description
- Data (JSON Object)
- Linking Strategy
- Product OIds (JSON Array, required for SPECIFIC mode)
Action
Write
- Segment OId
  Required
- Name
- Description
- Internal Name
- Firmographics (JSON Object)
- Fit Explanation
- Key Considerations (JSON Array)
- Key Priorities (JSON Array)
- Unique Approach (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- UseCases (JSON Array)
  Required
- Linking Strategy
- Product OIds (JSON Array, for SPECIFIC mode)
- Primary Offering OId
Action
Write
- Return All
- Limit
- Offset
- Query
- Agent Type
- Order By Field
- Order Direction
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Text Search Query
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Product OID (Filter)
- Playbook OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Text Search Query
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Text Search Query
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Text Search Query
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Text Search Query
- Product OID (Filter)
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
- Call Prep Agent
  Required
- LinkedIn Profile URL
- First Name
- Email
- Job Title
- Company Domain
- Company Name
- Runtime Context (JSON)
Action
Write
- Enrich Person Agent
  Required
- LinkedIn Profile URL
- Email
- First Name
- Job Title
- Company Domain
- Company Name
- Runtime Context (JSON)
Action
Write
- Qualify Company Agent
  Required
- Company Domain
- Company Name
- Runtime Context (JSON)
Action
Write
- Prospector Agent
  Required
- Company Domain
- Limit
- Minimal Response
- Playbook
- Personas
- Fuzzy Titles
- Exact Titles
- Exclude Titles
- Country Filters
- Country Exclude Filters
- Location Filters
- Location Exclude Filters
- Additional Inputs (JSON)
Action
Write
- Agent
  Required
- Callback URL
  Required
- Experiment OId
- Company Domain
- Company Name
- LinkedIn Profile URL
- First Name
- Email
- Job Title
- URL
- Language
- Output Format
- Runtime Context (JSON)
- Runtime Instructions (JSON)
Action
Write
- Competitors (JSON Array)
  Required
- Linking Strategy
- Product OIds (JSON Array, for SPECIFIC mode)
- Primary Offering OId
Action
Write
- Name
  Required
- Description
- Agent Type
  Required
- Run Strategy
  Required
- Agent OIds (comma-separated)
  Required
- Weights (JSON Array, required for WEIGHTED strategy)
Action
Write
- Personas (JSON Array)
  Required
- Linking Strategy
- Product OIds (JSON Array, for SPECIFIC mode)
- Primary Offering OId
- Playbook OId
Action
Write
- Product OId
  Required
- Description
  Required
- Key Insight
  Required
- Name
- Type
- Context
- Persona OIds (JSON Array)
- Use Case OIds (JSON Array)
- Create Templates
- Model
- Additional Context Sources (JSON)
Action
Write
- Name
  Required
- Type
- Description
- Summary
- Internal Name
- Primary URL
- Capabilities (JSON Array)
- Challenges Addressed (JSON Array)
- Customer Benefits (JSON Array)
- Differentiated Value (JSON Array)
- Status Quo (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- Product OId
  Required
- Name
- Type
- Description
- Summary
- Internal Name
- Primary URL
- Capabilities (JSON Array)
- Challenges Addressed (JSON Array)
- Customer Benefits (JSON Array)
- Differentiated Value (JSON Array)
- Status Quo (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- ProofPoints (JSON Array)
  Required
- Linking Strategy
- Product OIds (JSON Array, for SPECIFIC mode)
- Primary Offering OId
Action
Write
- Name
  Required
- Internal Name
- Description
- Primary Offering
- How They Make Money
- How They Use Product
- How They Benefit From Product
- How We Impacted Their Business (JSON Array)
- Key Stats (JSON Array)
- Custom Fields (JSON Array)
- Linking Strategy
- Product Names or IDs
Action
Write
- Reference OId
  Required
- Name
- Description
- Internal Name
- Email Snippets (JSON Array)
- How They Benefit From Product
- How They Make Money
- How They Use Product
- How We Impacted Their Business (JSON Array)
- Key Stats (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- Segments (JSON Array)
  Required
- Linking Strategy
- Product OIds (JSON Array, for SPECIFIC mode)
- Primary Offering OId
Action
Write
- Name
  Required
- Primary Offering
- Description
- Summary
- Internal Name
- Primary URL
- Business Drivers (JSON Array)
- Desired Outcomes (JSON Array)
- Scenarios (JSON Array)
- Custom Fields (JSON Array)
- Linking Strategy
- Product OIds (JSON Array, required for SPECIFIC mode)
Action
Write
- UseCase OId
  Required
- Name
- Description
- Summary
- Internal Name
- Primary URL
- Business Drivers (JSON Array)
- Desired Outcomes (JSON Array)
- Scenarios (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- Competitor OID
  Required
Action
Search
- Persona OID
  Required
Action
Search
- Playbook OID
  Required
Action
Search
- Product OID
  Required
Action
Search
- ProofPoint OID
  Required
Action
Search
- Reference OID
  Required
Action
Search
- Segment OID
  Required
Action
Search
- UseCase OID
  Required
Action
Search

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About Octave

Octave is an AI-powered context engine for B2B GTM teams that help drive precise research, qualification, enrichment, and messaging workflows.

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