OneCloud + Salesforce + Formatter by Zapier

Find and create Salesforce records from new outbound SMS messages in OneCloud

When new SMS messages are sent in OneCloud, this integration will find and create Salesforce records.

When new SMS messages are sent in OneCloud, this integration will find and create Salesforce records.

  1. When this happens...
    OneCloudOneCloud
    SMS Sent

    Triggers when an SMS is sent using OneCloud v2 message subscriptions. Filters for outbound messages (direction: "term"). Office Managers, Resellers, and Super Users can monitor messages for specific users or all users in their domain.

    TriggerInstant
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

    ActionWrite
  3. then do this...
    SalesforceSalesforce
    Find Record by Query

    Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

    ActionSearch
  4. then do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

  • OneCloud triggers, actions, and search

    Call Completed (CDR)

    Triggers when a call ends using OneCloud v2 CDR subscriptions. Office Managers, Resellers, and Super Users can monitor calls for specific users or all users in their domain.

    Trigger
    Instant
    Try It
  • OneCloud triggers, actions, and search

    SMS Received

    Triggers when a new SMS is received using OneCloud v2 message subscriptions. Filters for inbound messages (direction: "orig"). Office Managers, Resellers, and Super Users can monitor messages for specific users or all users in their domain.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • Extension NumberRequired

    • Voicemail PIN

    • Department

    • site

    • email

    • scope

    • Time Zone

    • Status Message

    Action
    Write
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About OneCloud

OneCloud is a unified communications platform.

Related categories

  • Communication
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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

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

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Related categories

  • Documents
  • Zapier