Participate + Salesforce
Email community invitations in Participate with updates to Salesforce record fields
Do you want to automatically invite users to join your Participate community, once they meet some qualifying criteria in your Salesforce CRM? Set up this integration to do just that. You can customize the invitation email and send it in real-time, as soon as an update is recorded to a field on a specified Salesforce record.
Do you want to automatically invite users to join your Participate community, once they meet some qualifying criteria in your Salesforce CRM? Set up this integration to do just that. You can customize the invitation email and send it in real-time, as soon as an update is recorded to a field on a specified Salesforce record.
When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerScheduled- automatically do this!
Create Community InvitationSends email inviting a user to a community.
ActionWrite
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create RecordCreates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Participate
Triggers when a user joins a community.
Instant
Trigger
- Participate
Triggers when a user updates coursework.
Instant
Trigger
- Participate
Triggers when a user enrolls in a course.
Instant
Trigger
- Participate
Sends email inviting a user to a community.
Scheduled
Action
About Participate
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