OneDesk + Salesforce

Create contacts in Salesforce from new OneDesk users/customers

If Salesforce is where your customer contact list is maintained, you need to make sure it is as complete as possible. With this integration, you can automatically push new contacts to Salesforce whenever a new user/customer is created in your OneDesk account. Salespeople can then be assigned to them, and schedule follow-ups. Don't let a potential sale fall through the cracks.

When this happens...
New User/Customer
Triggers when a new user or customer is created.
TriggerPolling
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

- Item TypeRequired
- Updates OnRequired
- Ignore My Own Changes
Trigger
Polling
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- Updates OnRequired
- Ignore My Own Changes
Trigger
Polling
Try It
- Item TypeRequired
Trigger
Polling
Try It
- Updates OnRequired
Trigger
Polling
Try It
- ItemRequired
- Post TypeRequired
- CommentRequired
Action
Write

- Customer's emailRequired
- Customer's first nameRequired
- Customer's last nameRequired
- Customer Type
- Customer OrganizationRequired
Action
Write
- UserRequired
- ItemRequired
- WorkRequired
- Percent completedRequired
- Billable
- Comment
- lifecycleStatus
- Start date & timeRequired
- Finish date & timeRequired
Action
Write

- ItemRequired
- Lifecycle Status
- Name
- Custom Field(s)
- Priority
- Description
- Percent Completed
- Agile Points
- Item type
Action
Write
- Field to search by Required
- Search criteraRequired
Action
Search
New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- 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 ObjectRequired
Trigger
Polling
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- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
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
- ReportRequired
- 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 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
- 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

- Comment Posted OnRequired
- Public or Internal messageRequired
Trigger
Polling
Try It
New Portfolio
Triggers when a new portfolio is created.
Trigger
Polling
Try It
- Billable
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
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- TypeRequired
- NameRequired
- Description
- Portfolio(s)
Action
Write
- NameRequired
- Item typeRequired
- ProjectRequired
- Description
- Requester Emails
- Requester ID
- Priority
Action
Write
- User TypeRequired
- Team/Account
- First Name
- Last Name
- EmailRequired
- Administrator
Action
Write
- Container TypesRequired
- Search ByRequired
- Search criteraRequired
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
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
- FlowRequired
- Manual flow input parameters
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
- Query TypeRequired
- Include Deleted Records
Action
Search
- 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

About OneDesk

OneDesk combines helpdesk, product management, and project management software into one platform. OneDesk offers a web-app, mobile app, and website portal to connect your customers, employees, and partners.

Related categories

Project Management

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

New case in Salesforce creates new work item in OneDesk

Create Salesforce cases from new OneDesk items

OneDesk + Salesforce

Create contacts in Salesforce from new OneDesk users/customers

Item Updated

Project Updated

New Task/Ticket

New User/Customer

Create Comment

Create New Customer

Create Timesheet

Update Work Item

Find Work Item

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Run Report

Update Contact

Update Record

API Request (Beta)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

New Comments

New Portfolio

New Timesheet Created

New Project

Create Container

Create Item

Create New User

Find Container

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Launch Flow

Send Email

Update Lead

Update Record (UTC)

Custom SOQL Query

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

About OneDesk

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates