ProdPad + Salesforce
Create feedback in ProdPad from new cases in Salesforce
If you have a lot of client feedback, keep track of popular requests, shape your ideas, and prioritize them easily by linking them all together. With this integration, you can import that feedback automatically as a new case from your Salesforce account into ProdPad, with just a few clicks.
If you have a lot of client feedback, keep track of popular requests, shape your ideas, and prioritize them easily by linking them all together. With this integration, you can import that feedback automatically as a new case from your Salesforce account into ProdPad, with just a few clicks.
- When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create FeedbackCreate new feedback
ActionWriteCreate a new record or update an existing record in your app.
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New 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 foundname
External URL
External ID
Country
Size
Value
City
Tags
Include Contacts
Include Feedback for Contacts
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planState
Company
Product
Persona
Job Role
Tags
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
List Personas
List the personas in an account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Tags
List all the tags available in the account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
City
Country
Size
Value
Tags
Link Name
Link URL
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FeedbackRequired
ContactRequired
Ideas
Tags
Personas
Products
Name
External Link URL
External Link External ID
Contact Name
Contact Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Name
City
Country
Size
Value
Tags
Contacts
Link Name
Link URL
Link External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Feedback IDRequired
Feedback
State
External ID
External Link Name
External Link URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name
External ID
External URL
Tags
Country
Size
Value
City
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal URL
External ID
State
Company
Company Size
Company Country
Company Value
Contact
Product
Persona
Job Role
Tags
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
External ID
External URL
Tags
Country
Size
Value
City
Link Name
Link URL
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExternal URL
External ID
State
Company
Company Size
Company Country
Company Value
Contact
Product
Persona
Job Role
Tags
User NameRequired
FeedbackRequired
User Email
About
Products
Personas
Source
External Link - Name
External Link - URL
External Link - ID
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
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 foundName
Persona
Job Role
Company
External URL
External ID
Tags
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWorkflow Status
Tags
Product
Persona
External ID
State
Include Associated Feedback
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList Products
List all the products in the account
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planList User Stories
Returns a list of user stories with newest first.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNameRequired
Unique ID (Email)Required
About
Tags
Personas
Job Role
Company
Link Name
Link URL
Link External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Idea Title
Description
Business Case - Problem
Business Case - Value
Functional Specs
Notes
Products
Personas
Tags
Workflow Stage
Link Name
Link URL
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Name
Email
Company
Job Role
Personas
Tags
Link Name
Link URL
Link External ID
Phone
About
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workflow StageRequired
IdeaRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External ID
Email
External URL
Contact Name
Company
Persona
Tags
Job Role
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal ID
External Url
Tags
Workflow Stage
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal ID
Unique ID (Email)Required
External URL
NameRequired
Company
Persona
Tags
Job Role
About
Personas
Link Name
Link URL
Link External ID
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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