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Plate + Salesforce Integrations

How to connect Plate + Salesforce

Zapier lets you send info between Plate and Salesforce automatically—no code required.

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Supported triggers and actions

What does this mean?
  • Plate triggers, actions, and search
    Create Content Object
    Creates a new content object.
    Action
    Write
  • Plate triggers, actions, and search
    Delete Content Object
    Deletes a content object.
    Action
    Write
  • Plate triggers, actions, and search
    Delete Element
    Deletes an element.
    Action
    Write
  • Plate triggers, actions, and search
    Delete Post
    Deletes a post.
    Action
    Write
  • Plate triggers, actions, and search
    Delete Section
    Deletes a section.
    Action
    Write
  • Plate triggers, actions, and search
    Create Element
    Creates a new element.
    Action
    Write
  • Plate triggers, actions, and search
    Create Post
    Creates a new post.
    Action
    Write
  • Plate triggers, actions, and search
    Create Section
    Creates a new section.
    Action
    Write
  • Plate

    Updates a content object.

    Scheduled

    Action

  • Plate

    Updates an element.

    Scheduled

    Action

  • Plate

    Updates a post.

    Scheduled

    Action

  • Plate

    Updates a section.

    Scheduled

    Action

  • Plate

    Search for an authentication object by a filter.

    Scheduled

    Action

  • Plate

    Search for a content object by a filter.

    Scheduled

    Action

  • Plate

    Search for an element by a filter.

    Scheduled

    Action

  • Plate

    Search for a post by a filter.

    Scheduled

    Action

  • Plate

    Search for a section by a filter.

    Scheduled

    Action

  • Plate

    Search for a content object by a filter.

    Scheduled

    Action

  • Plate

    Search for an element by a filter.

    Scheduled

    Action

  • Plate

    Search for a post by a filter.

    Scheduled

    Action

  • Plate

    Search for a section by a filter.

    Scheduled

    Action

  • Salesforce

    Triggers when a new outbound message is received in Salesforce.

    Instant

    Trigger

  • Salesforce

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    Scheduled

    Trigger

  • Salesforce

    Triggers 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.).

    Scheduled

    Trigger

  • Salesforce

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Scheduled

    Trigger

  • Salesforce

    Adds an existing contact to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Adds an existing lead to an existing campaign.

    Scheduled

    Action

  • Salesforce

    Creates a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    Scheduled

    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

How Plate + Salesforce Integrations Work

  1. Step 1: Authenticate Plate + Salesforce.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps

About Plate

Plate is a content management platform used to create, manage, analyse, and improve content in multi-channels such as websites, shops, apps, portals, and more.

Related categories

  • Website & App Building
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About Salesforce

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

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