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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

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Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Comment Deleted" from OnRamp.

Add your action

An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

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Zapier seamlessly connects OnRamp and Salesforce, 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.

Comment Deleted
Triggers when a comment is deleted.
Trigger
Instant
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Comment Created
Triggers when a new comment is created.
Trigger
Instant
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Comment Edited
Triggers when a comment is edited.
Trigger
Instant
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Customer Invited to Project
Triggers when a Customer is invited to a Project.
Trigger
Instant
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Module Deleted
Triggers when a project module is deleted.
Trigger
Instant
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Project Archived
Triggers when a project is archived.
Trigger
Instant
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Project Note Created
Triggers when a project note is created.
Trigger
Instant
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Project Note Updated
Triggers when a project note is updated.
Trigger
Instant
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Subtask Created
Triggers when a subtask is created.
Trigger
Instant
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Subtask Updated
Triggers when a subtask is updated.
Trigger
Instant
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Task Created
Triggers when a new task is created.
Trigger
Instant
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Task Updated
Triggers when a project task is updated.
Trigger
Instant
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- Customer ID
  Required
- Tag ID
  Required
Action
Write
- Task ID
  Required
- Tag ID
  Required
Action
Write
- Data Field Value UUID
  Required
- Value
  Required
- Dry Run
- Create Option If Missing
Action
Write
- Customer ID
  Required
- Note Title
  Required
- Note Content
- Tag UUIDs
Action
Write
- Tag Name
  Required
- Color
- Description
Action
Write
- Customer ID
  Required
- Note ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Customer ID
  Required
- Customer Name
- Email Address
- Physical Address
Action
Write
- Data Field Value UUID
  Required
- Data Field Value
  Required
- Create Option If Missing
Action
Write
- Task ID
  Required
- Task Name
Action
Write
- Customer ID
  Required
- Tag ID
  Required
Action
Write
- Task ID
  Required
- Tag ID
  Required
Action
Write
- Customer ID
  Required
- Note ID
  Required
- Note Title
- Note Content
Action
Write
- Tag ID
  Required
- Tag Name
- Color
- Description
Action
Write
- Customer ID
  Required
Action
Search
- Customer ID
  Required
- Note ID
  Required
Action
Search
- Data Field UUID
  Required
Action
Search
- Data Field Value UUID
  Required
Action
Search
- Module Name
- Project Name
- Maximum Completed Percentage
- Minimum Completed Percentage
- Project ID
- Project UUID
Action
Search
- Playbook Name
- Is Archived
Action
Search
- Project Name
- Owner ID
- Owner Email
- Customer Account ID
- Tag ID
- Status ID
- External ID
- Has Data Field UUID
- Data Field Value
- Owner UUID
- Customer Account UUID
- Tag UUID
Action
Search
- Project ID
  Required
Action
Search
- Status Name
Action
Search
- Tag ID
  Required
Action
Search
- Task Name
- Is Overdue
- Assigned User Email
- Project ID
Action
Search
- First Name
- Last Name
- Email Address
- Is Customer User
- Tag ID
Action
Search
- Role Name
Action
Search
- Name
  Required
- Email Address
  Required
- Tag ID
- Tag UUID
- Mailing Address
  Required
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- 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

Comment Mention
Comment when a mention is included in a comment.
Trigger
Instant
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Comment Reply
Triggers when a user replies to a comment.
Trigger
Instant
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Project Created
Triggers when a new project is created.
Trigger
Instant
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Module Created
Triggers when a new project module is created.
Trigger
Instant
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Module Updated
Triggers when a project module is updated.
Trigger
Instant
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Project Completed
Triggers when a project is completed.
Trigger
Instant
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Project Note Deleted
Triggers when a project note is deleted.
Trigger
Instant
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Subtask Completed
Triggers when a subtask is completed.
Trigger
Instant
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Subtask Deleted
Triggers when a subtask is deleted.
Trigger
Instant
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Task Completed
Triggers when a task is marked as completed.
Trigger
Instant
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Task Deleted
Triggers when a task is removed from a project.
Trigger
Instant
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Project Updated
Triggers when a Project's details are updated.
Trigger
Instant
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- Project ID
  Required
- Tag ID
  Required
Action
Write
- User ID
  Required
- Tag ID
  Required
Action
Write
- Name
  Required
- Email Address
  Required
- Mailing Address
  Required
Action
Write
- Project Name
  Required
- Playbook UUID
- Customer Account
- Start Date
  Required
- Project Owner
  Required
- Internal Users
- Customer Users
- Task Role 1 UUID
- Task Role 1 Users
- Task Role 2 UUID
- Task Role 2 Users
- Task Role 3 UUID
- Task Role 3 Users
- Task Role 4 UUID
- Task Role 4 Users
- Task Role 5 UUID
- Task Role 5 Users
- Send Invite Email to Internal Users
- Send Invite Email to Customer Users
Action
Write
- Module UUID
  Required
- Task Name
  Required
- Task Description
- Task Start Date
- Task Due Date
- Task Type
  Required
- Task Assignee
- Task Assignee Restrictions
Action
Write
- Tag ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- User Role
  Required
- Phone Number
- Job Title
- Job Description
Action
Write
- Data Field UUID
  Required
- Data Field Name
- Data Field Description
- Data Field Default Value
- Data Field Is Required
- Data Field Is Apply On Creation
- Data Field Is Archived
- Currency
Action
Write
- Module ID
  Required
- Module Name
Action
Write
- User ID
  Required
- First Name
- Last Name
- Email Address
- Phone Number
- Is Active
- User Role
Action
Write
- Project ID
  Required
- Tag ID
  Required
Action
Write
- User ID
  Required
- Tag ID
  Required
Action
Write
- Project ID
  Required
- Project Name
Action
Write
- Customer Name
  Required
- Primary Email
- Tag ID
- Tag UUID
Action
Search
- Customer ID
  Required
Action
Search
- Data Field Name
- Is Archived
- Is Required
- Object Type Code
- Data Field Type
- Apply On Creation
Action
Search
- Data Field UUID
  Required
Action
Search
- Event Name
Action
Search
- Module ID
  Required
Action
Search
- Playbook UUID
  Required
Action
Search
- Project Name
- Project Owner Email Address
Action
Search
- Project UUID
  Required
Action
Search
- Tag Name
- Color
Action
Search
- Task Name
- Project ID
- Is Overdue
- Assigned User ID
- Assigned User Email
- Tag ID
- Status ID
- Project External ID
- Has Data Field UUID
- Data Field Value
- Project UUID
- Assigned User UUID
- Tag UUID
Action
Search
- Task ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Webhook URL
- Webhook Name
Action
Search
- Tag Name
  Required
- Color
- Description
Action
Search or write
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
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- 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

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Automate your lead management and improve conversions

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The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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About OnRamp

OnRamp is a customer onboarding and collaboration application

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Related categories

Project Management

About Salesforce

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

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CRM (Customer Relationship Management)

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