Partnero + Salesforce
Add new Partnero partners as Salesforce contacts
Want to keep your Salesforce contact list up-to-date? Then activate this template, which automatically adds new contacts to your Salesforce account when new partners join your program on Partnero.
Want to keep your Salesforce contact list up-to-date? Then activate this template, which automatically adds new contacts to your Salesforce account when new partners join your program on Partnero.
- When this happens...
Partner CreatedTriggers when Partner is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreates a new contact.
ActionWriteCreate a new record or update an existing record in your app.
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Customer Created
Triggers when Customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Deleted
Triggers when Customer is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Approved
Triggers when Partner is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Created
Triggers when Partner is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Rejected
Triggers when Partner is rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Referred Subscriber Created
Triggers when Referred Subscriber is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscriber Deleted
Triggers when Subscriber is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscriber Updated
Triggers when Subscriber is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Deleted
Triggers when Transaction is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Id
Key
EmailRequired
PasswordRequired
NameRequired
Surname
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Key
EmailRequired
Name
Surname
Date of Birth
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Id
Customer KeyRequired
Transaction Key
Transaction AmountRequired
Transaction Amount Units
Transaction ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Key
Id
Updated Name
Updated Surname
Updated Email
Updated Date of Birth
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Email
Updated Id
Updated Email
Updated Name
Updated TOS
Updated Approved
Updated Marketing Consent
Updated Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Customer Credited
Triggers when Customer is Credited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Updated
Triggers when Customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Archived
Triggers when Partner is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Deleted
Triggers when Partner is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Updated
Triggers when Partner is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscriber Created
Triggers when Subscriber is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscriber Rewarded
Triggers when Subscriber is rewarded.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Created
Triggers when Transaction is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Partner Key
Partner Id
Partner Email
Key
Email
NameRequired
Surname
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Referring Customer Id
Referring Customer Key
Id
Key
Email
NameRequired
Surname
Date of Birth
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
EmailRequired
Name
TOS
Marketing Consent
Approved
Referral Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AmountRequired
Is CurrencyRequired
Amount UnitsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Email
Updated Id
Updated Key
Updated Email
Updated Password
Updated Name
Updated Surname
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.KeyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FlowRequired
Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query TypeRequired
Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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